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HB Wealth Management’s TriMas Corp TRS Stock Holding History

HB Wealth Management’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 		$366K Buy
8,136
+221
+3% +$8.79K ﹤0.01% 1267
2026
Q1 		$284K Buy
7,915
+127
+2% +$4.56K ﹤0.01% 1264
2025
Q4 		$276K Buy
7,788
+179
+2% +$6.25K ﹤0.01% 1178
2025
Q3 		$294K Buy
+7,609
New +$270K ﹤0.01% 1086

Other funds holding TRS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AR
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
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
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

HB Wealth Management's TRS Position: Q2 2026 in Review

HB Wealth Management increased its TriMas Corp (TRS) stake by 2.8% in Q2 2026, buying an estimated $8.79K and bringing the position to 8,136 shares worth $366K. The position accounts for ﹤0.01% of the portfolio, ranked #1267.

HB Wealth Management first reported a position in TRS in Q3 2025 and has held it in 4 quarters since. 207 funds tracked by Wall St. Rank hold TRS as of Q2 2026.

  • HB Wealth Management held 8,136 shares of TriMas Corp worth $366K as of Q2 2026.
  • HB Wealth Management bought 221 TriMas Corp shares in Q2 2026, an estimated $8.79K.
  • TriMas Corp made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1267 holding.
  • HB Wealth Management first reported a position in TriMas Corp in Q3 2025 and has held it in 4 quarters since.
  • 207 funds tracked by Wall St. Rank held TriMas Corp as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.