Pinnacle Wealth Planning Services
TRN icon

Pinnacle Wealth Planning Services’s Trinity Industries TRN Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio TRN Stock Details TRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$103K Buy
4,031
+31
+0.8% +$968 0.01% 839
2026
Q2 		$138K Buy
4,000
+43
+1% +$1.45K 0.01% 702
2026
Q1 		$127K Buy
3,957
+2,134
+117% +$65.5K 0.01% 673
2025
Q4 		$48.2K Buy
+1,823
New +$49.6K 0.01% 1220

Other funds holding TRN

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
River Road Asset Management
River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
TCTC Holdings
TCTC Holdings Dallas, Texas $4.25B AUM 42% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Cambiar Investors
Cambiar Investors Denver, Colorado $2.48B AUM 19.65% 1-Year Est. Return

Pinnacle Wealth Planning Services's TRN Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its Trinity Industries (TRN) stake by 0.78% in Q3 2026, buying an estimated $968 and bringing the position to 4,031 shares worth $103K. The position accounts for 0.01% of the portfolio, ranked #839.

Pinnacle Wealth Planning Services first reported a position in TRN in Q4 2025 and has held it in 4 quarters since. The position peaked at $138K in Q2 2026. 181 funds tracked by Wall St. Rank hold TRN as of Q3 2026.

  • Pinnacle Wealth Planning Services held 4,031 shares of Trinity Industries worth $103K as of Q3 2026.
  • Pinnacle Wealth Planning Services bought 31 Trinity Industries shares in Q3 2026, an estimated $968.
  • Trinity Industries made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #839 holding.
  • Pinnacle Wealth Planning Services first reported a position in Trinity Industries in Q4 2025 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Trinity Industries position peaked at $138K in Q2 2026.
  • 181 funds tracked by Wall St. Rank held Trinity Industries as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.