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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PIP
Permian Investment Partners Dallas, Texas $905M AUM 13.43% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

Pinnacle Wealth Planning Services's TRS Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its TriMas Corp (TRS) position steady in Q1 2026 at 226 shares worth $8.12K. The position accounts for ﹤0.01% of the portfolio, ranked #2086.

Pinnacle Wealth Planning Services first reported a position in TRS in Q4 2020 and has held it in 3 quarters since. 192 funds tracked by Wall St. Rank hold TRS as of Q1 2026.

  • Pinnacle Wealth Planning Services held 226 shares of TriMas Corp worth $8.12K as of Q1 2026.
  • Pinnacle Wealth Planning Services left its TriMas Corp share count unchanged in Q1 2026.
  • TriMas Corp made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2086 holding.
  • Pinnacle Wealth Planning Services first reported a position in TriMas Corp in Q4 2020 and has held it in 3 quarters since.
  • 192 funds tracked by Wall St. Rank held TriMas Corp as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.