Crewe Advisors’s TriMas Corp TRS Stock Holding History

Crewe Advisors’s Portfolio TRS Stock Details TRS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-88	Closed	-$3.16K	–	1197
2026 Q1	$3.16K	Hold	88	–	–	﹤0.01%	851
2025 Q4	$3.12K	Hold	88	–	–	﹤0.01%	812
2025 Q3	$3.4K	Buy	+88	New	+$3.13K	﹤0.01%	774
2023 Q4	–	Sell	-5	Closed	-$124	–	675
2023 Q3	$124	Sell	5 -3	-38%	-$78	﹤0.01%	524
2023 Q2	$220	Buy	+8	New	+$211	﹤0.01%	704

Other funds holding TRS

OLA

Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

SIC

SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Crewe Advisors's TRS Position: Q2 2026 in Review

Crewe Advisors sold out of TriMas Corp (TRS) in Q2 2026, closing a stake of 88 shares — an estimated $3.16K sold.

Crewe Advisors first reported a position in TRS in Q2 2023 and held it in 5 quarters. The position peaked at $3.4K in Q3 2025. 12 funds tracked by Wall St. Rank hold TRS as of Q2 2026.

Crewe Advisors reported no remaining TriMas Corp position as of Q2 2026 after selling out during the quarter.
Crewe Advisors sold 88 TriMas Corp shares in Q2 2026, an estimated $3.16K.
Crewe Advisors first reported a position in TriMas Corp in Q2 2023 and held it in 5 quarters.
Crewe Advisors's TriMas Corp position peaked at $3.4K in Q3 2025.
12 funds tracked by Wall St. Rank held TriMas Corp as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.