Pinnacle Wealth Planning Services
TRS icon

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
Q3 		$8.72K Hold
226
– – ﹤0.01% 2133
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

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Schneider Downs Wealth Management Advisors
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.08B AUM 10.9% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Counterpoint Mutual Funds
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

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

Pinnacle Wealth Planning Services held its TriMas Corp (TRS) position steady in Q3 2026 at 226 shares worth $8.72K. The position accounts for ﹤0.01% of the portfolio, ranked #2133.

Pinnacle Wealth Planning Services first reported a position in TRS in Q4 2020 and has held it in 5 quarters since. The position peaked at $10.2K in Q2 2026. 27 funds tracked by Wall St. Rank hold TRS as of Q3 2026.

  • Pinnacle Wealth Planning Services held 226 shares of TriMas Corp worth $8.72K as of Q3 2026.
  • Pinnacle Wealth Planning Services left its TriMas Corp share count unchanged in Q3 2026.
  • TriMas Corp made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #2133 holding.
  • Pinnacle Wealth Planning Services first reported a position in TriMas Corp in Q4 2020 and has held it in 5 quarters since.
  • Pinnacle Wealth Planning Services's TriMas Corp position peaked at $10.2K in Q2 2026.
  • 27 funds tracked by Wall St. Rank held TriMas Corp as of Q3 2026.

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