Essential Partners’s TriMas Corp TRS Stock Holding History

Essential Partners’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 Q3	$2.2K	Buy	57 +21	+58%	+$833	﹤0.01%	1889
2026 Q2	$1.62K	Buy	36 +21	+140%	+$836	﹤0.01%	2059
2026 Q1	$539	Hold	15	–	–	﹤0.01%	2415
2025 Q4	$532	Buy	15 +1	+7%	+$35	﹤0.01%	2217
2025 Q3	$541	Buy	14 +5	+56%	+$178	﹤0.01%	2185
2025 Q2	$257	Buy	+9	New	+$221	﹤0.01%	1886

Other funds holding TRS

Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Essential Partners's TRS Position: Q3 2026 in Review

Essential Partners increased its TriMas Corp (TRS) stake by 58% in Q3 2026, buying an estimated $833 and bringing the position to 57 shares worth $2.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1889.

Essential Partners first reported a position in TRS in Q2 2025 and has held it in 6 quarters since. 10 funds tracked by Wall St. Rank hold TRS as of Q3 2026.

Essential Partners held 57 shares of TriMas Corp worth $2.2K as of Q3 2026.
Essential Partners bought 21 TriMas Corp shares in Q3 2026, an estimated $833.
TriMas Corp made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1889 holding.
Essential Partners first reported a position in TriMas Corp in Q2 2025 and has held it in 6 quarters since.
10 funds tracked by Wall St. Rank held TriMas Corp as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.