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Chicago Partners Investment Group’s Trex TREX Stock Holding History

Chicago Partners Investment Group’s Portfolio TREX Stock Details TREX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$418K Buy
9,984
+821
+9% +$33K 0.01% 979
2025
Q4 		$390K Buy
+9,163
New +$371K 0.01% 901

Other funds holding TREX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Chicago Partners Investment Group's TREX Position: Q1 2026 in Review

Chicago Partners Investment Group increased its Trex (TREX) stake by 9% in Q1 2026, buying an estimated $33K and bringing the position to 9,984 shares worth $418K. The position accounts for 0.01% of the portfolio, ranked #979.

Chicago Partners Investment Group first reported a position in TREX in Q4 2025 and has held it in 2 quarters since. 422 funds tracked by Wall St. Rank hold TREX as of Q1 2026.

  • Chicago Partners Investment Group held 9,984 shares of Trex worth $418K as of Q1 2026.
  • Chicago Partners Investment Group bought 821 Trex shares in Q1 2026, an estimated $33K.
  • Trex made up 0.01% of Chicago Partners Investment Group's portfolio in Q1 2026, its #979 holding.
  • Chicago Partners Investment Group first reported a position in Trex in Q4 2025 and has held it in 2 quarters since.
  • 422 funds tracked by Wall St. Rank held Trex as of Q1 2026.

Based on Chicago Partners Investment Group's 13F filing for Q1 2026, filed 4 May 2026.