EverSource Wealth Advisors’s TriMas Corp TRS Stock Holding History

EverSource Wealth 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	$3.6K	Sell	80 -88	-52%	-$3.5K	﹤0.01%	3450
2026 Q1	$6.04K	Buy	168 +26	+18%	+$933	﹤0.01%	3176
2025 Q4	$5.03K	Sell	142 -366	-72%	-$12.8K	﹤0.01%	3118
2025 Q3	$19.6K	Sell	508 -76	-13%	-$2.7K	﹤0.01%	2368
2025 Q2	$16.7K	Buy	584 +564	+2,820%	+$13.8K	﹤0.01%	2436
2025 Q1	$469	Buy	20 +16	+400%	+$379	﹤0.01%	3477
2024 Q4	$98	Buy	+4	New	+$105	﹤0.01%	3547
2022 Q4	–	Sell	-90	Closed	-$2K	–	2427
2022 Q3	$2K	Hold	90	–	–	﹤0.01%	1732
2022 Q2	$2K	Hold	90	–	–	﹤0.01%	1577
2022 Q1	$3K	Hold	90	–	–	﹤0.01%	1460
2021 Q4	$3K	Buy	+90	New	+$3.1K	﹤0.01%	1464

Other funds holding TRS

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

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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return

PIP

Permian Investment Partners Dallas, Texas $911M AUM 0.66% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

JFG

Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return

EverSource Wealth Advisors's TRS Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its TriMas Corp (TRS) stake by 52% in Q2 2026, selling an estimated $3.5K and leaving 80 shares worth $3.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3450.

EverSource Wealth Advisors first reported a position in TRS in Q4 2021 and has held it in 11 quarters since. The position peaked at $19.6K in Q3 2025. 208 funds tracked by Wall St. Rank hold TRS as of Q2 2026.

EverSource Wealth Advisors held 80 shares of TriMas Corp worth $3.6K as of Q2 2026.
EverSource Wealth Advisors sold 88 TriMas Corp shares in Q2 2026, an estimated $3.5K.
TriMas Corp made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3450 holding.
EverSource Wealth Advisors first reported a position in TriMas Corp in Q4 2021 and has held it in 11 quarters since.
EverSource Wealth Advisors's TriMas Corp position peaked at $19.6K in Q3 2025.
208 funds tracked by Wall St. Rank held TriMas Corp as of Q2 2026.

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