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Moneta Group Investment Advisors’s TriMas Corp TRS Stock Holding History

Moneta Group Investment 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
2025
Q4 		– Sell
-5,290
Closed -$204K – 856
2025
Q3 		$204K Buy
+5,290
New +$188K ﹤0.01% 754

Other funds holding TRS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Moneta Group Investment Advisors's TRS Position: Q4 2025 in Review

Moneta Group Investment Advisors sold out of TriMas Corp (TRS) in Q4 2025, closing a stake of 5,290 shares — an estimated $204K sold.

Moneta Group Investment Advisors first reported a position in TRS in Q3 2025 and held it in 1 quarter. The position peaked at $204K in Q3 2025. 203 funds tracked by Wall St. Rank hold TRS as of Q4 2025.

  • Moneta Group Investment Advisors reported no remaining TriMas Corp position as of Q4 2025 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 5,290 TriMas Corp shares in Q4 2025, an estimated $204K.
  • Moneta Group Investment Advisors first reported a position in TriMas Corp in Q3 2025 and held it in 1 quarter.
  • Moneta Group Investment Advisors's TriMas Corp position peaked at $204K in Q3 2025.
  • 203 funds tracked by Wall St. Rank held TriMas Corp as of Q4 2025.

Based on Moneta Group Investment Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.