COMPASS FINANCIAL MANAGEMENT LLC’s Trimble TRMB Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’s Portfolio TRMB Stock Details TRMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.41K	Buy	+122	New	+$7.21K	﹤0.01%	1142

Other funds holding TRMB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's TRMB Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Trimble (TRMB) in Q2 2026: 122 shares worth $6.41K. The stake represents ﹤0.01% of the portfolio and ranks #1142 among its holdings.

487 funds tracked by Wall St. Rank hold TRMB as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 122 shares of Trimble worth $6.41K as of Q2 2026.
Trimble was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Trimble made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1142 holding.
487 funds tracked by Wall St. Rank held Trimble as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.