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Pinnacle Wealth Planning Services’s TriMas Corp TRS Stock Holding History

Pinnacle Wealth Planning Services’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 		$10.2K Hold
226
– – ﹤0.01% 2057
2026
Q1 		$8.12K Hold
226
– – ﹤0.01% 2086
2025
Q4 		$8.01K Buy
+226
New +$7.89K ﹤0.01% 2097
2021
Q1 		– Sell
-62
Closed -$2K – 1809
2020
Q4 		$2K Buy
+62
New +$1.7K ﹤0.01% 1988

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

Pinnacle Wealth Planning Services's TRS Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its TriMas Corp (TRS) position steady in Q2 2026 at 226 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2057.

Pinnacle Wealth Planning Services first reported a position in TRS in Q4 2020 and has held it in 4 quarters since. 208 funds tracked by Wall St. Rank hold TRS as of Q2 2026.

  • Pinnacle Wealth Planning Services held 226 shares of TriMas Corp worth $10.2K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its TriMas Corp share count unchanged in Q2 2026.
  • TriMas Corp made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2057 holding.
  • Pinnacle Wealth Planning Services first reported a position in TriMas Corp in Q4 2020 and has held it in 4 quarters since.
  • 208 funds tracked by Wall St. Rank held TriMas Corp as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.