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Independent Financial Group’s Trimble TRMB Stock Holding History

Independent Financial Group’s Portfolio TRMB Stock Details TRMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-3,600
Closed -$294K – 1485
2025
Q3 		$294K Sell
3,600
-135
-4% -$11K 0.01% 1101
2025
Q2 		$284K Sell
3,735
-30
-0.8% -$2.02K 0.01% 1057
2025
Q1 		$247K Buy
3,765
+62
+2% +$4.46K 0.01% 1017
2024
Q4 		$262K Buy
3,703
+13
+0.4% +$884 0.01% 953
2024
Q3 		$229K Buy
3,690
+53
+1% +$2.96K 0.01% 987
2024
Q2 		$203K Buy
3,637
+432
+13% +$24.9K 0.01% 1019
2024
Q1 		$206K Buy
+3,205
New +$183K 0.01% 944
2023
Q4 		– Sell
-4,362
Closed -$235K – 1010
2023
Q3 		$235K Sell
4,362
-1,619
-27% -$85.8K 0.02% 769
2023
Q2 		$317K Buy
+5,981
New +$293K 0.02% 626
2022
Q1 		– Sell
-2,595
Closed -$226K – 854
2021
Q4 		$226K Buy
+2,595
New +$223K 0.02% 687

Other funds holding TRMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Independent Financial Group's TRMB Position: Q4 2025 in Review

Independent Financial Group sold out of Trimble (TRMB) in Q4 2025, closing a stake of 3,600 shares — an estimated $294K sold.

Independent Financial Group first reported a position in TRMB in Q4 2021 and held it in 10 quarters. The position peaked at $317K in Q2 2023. 796 funds tracked by Wall St. Rank hold TRMB as of Q4 2025.

  • Independent Financial Group reported no remaining Trimble position as of Q4 2025 after selling out during the quarter.
  • Independent Financial Group sold 3,600 Trimble shares in Q4 2025, an estimated $294K.
  • Independent Financial Group first reported a position in Trimble in Q4 2021 and held it in 10 quarters.
  • Independent Financial Group's Trimble position peaked at $317K in Q2 2023.
  • 796 funds tracked by Wall St. Rank held Trimble as of Q4 2025.

Based on Independent Financial Group's 13F filing for Q4 2025, filed 15 May 2026.