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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
2026
Q2 		$238K Buy
+5,290
New +$211K ﹤0.01% 773
2025
Q4 		– Sell
-5,290
Closed -$204K – 856
2025
Q3 		$204K Buy
+5,290
New +$188K ﹤0.01% 754

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

Moneta Group Investment Advisors's TRS Position: Q2 2026 in Review

Moneta Group Investment Advisors opened a new position in TriMas Corp (TRS) in Q2 2026: 5,290 shares worth $238K. The stake represents ﹤0.01% of the portfolio and ranks #773 among its holdings. This is a return to the name: Moneta Group Investment Advisors previously reported a position in TRS as recently as Q3 2025.

Moneta Group Investment Advisors first reported a position in TRS in Q3 2025 and has held it in 2 quarters since. 207 funds tracked by Wall St. Rank hold TRS as of Q2 2026.

  • Moneta Group Investment Advisors held 5,290 shares of TriMas Corp worth $238K as of Q2 2026.
  • TriMas Corp was a new Moneta Group Investment Advisors position in Q2 2026.
  • TriMas Corp made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #773 holding.
  • Moneta Group Investment Advisors first reported a position in TriMas Corp in Q3 2025 and has held it in 2 quarters since.
  • 207 funds tracked by Wall St. Rank held TriMas Corp as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.