PF
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Phoenix Financial’s Trimble TRMB Stock Holding History

Phoenix Financial’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
2026
Q2 		$245K Sell
4,796
-872
-15% -$51.5K ﹤0.01% 473
2026
Q1 		$370K Buy
5,668
+1,858
+49% +$129K ﹤0.01% 350
2025
Q4 		$301K Buy
3,810
+80
+2% +$6.38K ﹤0.01% 382
2025
Q3 		$305K Buy
3,730
+389
+12% +$31.7K ﹤0.01% 384
2025
Q2 		$254K Buy
3,341
+22
+0.7% +$1.48K ﹤0.01% 363
2025
Q1 		$219K Buy
+3,319
New +$239K ﹤0.01% 336
2021
Q4 		– Sell
-2,639
Closed -$222K – 438
2021
Q3 		$222K Buy
+2,639
New +$232K ﹤0.01% 387
2021
Q2 		– Sell
-3,060
Closed -$233K – 411
2021
Q1 		$233K Buy
+3,060
New +$221K 0.01% 371

Other funds holding TRMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Phoenix Financial's TRMB Position: Q2 2026 in Review

Phoenix Financial reduced its Trimble (TRMB) stake by 15% in Q2 2026, selling an estimated $51.5K and leaving 4,796 shares worth $245K. The position accounts for ﹤0.01% of the portfolio, ranked #473.

Phoenix Financial first reported a position in TRMB in Q1 2021 and has held it in 8 quarters since. The position peaked at $370K in Q1 2026. 709 funds tracked by Wall St. Rank hold TRMB as of Q2 2026.

  • Phoenix Financial held 4,796 shares of Trimble worth $245K as of Q2 2026.
  • Phoenix Financial sold 872 Trimble shares in Q2 2026, an estimated $51.5K.
  • Trimble made up ﹤0.01% of Phoenix Financial's portfolio in Q2 2026, its #473 holding.
  • Phoenix Financial first reported a position in Trimble in Q1 2021 and has held it in 8 quarters since.
  • Phoenix Financial's Trimble position peaked at $370K in Q1 2026.
  • 709 funds tracked by Wall St. Rank held Trimble as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.