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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PIP
Permian Investment Partners Dallas, Texas $905M AUM 13.43% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

HB Wealth Management's TRS Position: Q1 2026 in Review

HB Wealth Management increased its TriMas Corp (TRS) stake by 1.6% in Q1 2026, buying an estimated $4.56K and bringing the position to 7,915 shares worth $284K. The position accounts for ﹤0.01% of the portfolio, ranked #1264.

HB Wealth Management first reported a position in TRS in Q3 2025 and has held it in 3 quarters since. The position peaked at $294K in Q3 2025. 192 funds tracked by Wall St. Rank hold TRS as of Q1 2026.

  • HB Wealth Management held 7,915 shares of TriMas Corp worth $284K as of Q1 2026.
  • HB Wealth Management bought 127 TriMas Corp shares in Q1 2026, an estimated $4.56K.
  • TriMas Corp made up ﹤0.01% of HB Wealth Management's portfolio in Q1 2026, its #1264 holding.
  • HB Wealth Management first reported a position in TriMas Corp in Q3 2025 and has held it in 3 quarters since.
  • HB Wealth Management's TriMas Corp position peaked at $294K in Q3 2025.
  • 192 funds tracked by Wall St. Rank held TriMas Corp as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.