Schneider Downs Wealth Management Advisors’s TriMas Corp TRS Stock Holding History

Schneider Downs Wealth Management Advisors’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	$664K	Hold	18,474	–	–	0.07%	81
2025 Q4	$655K	Hold	18,474	–	–	0.07%	84
2025 Q3	$714K	Hold	18,474	–	–	0.08%	81
2025 Q2	$529K	Hold	18,474	–	–	0.08%	89
2025 Q1	$433K	Hold	18,474	–	–	0.08%	95
2024 Q4	$454K	Hold	18,474	–	–	0.09%	93
2024 Q3	$472K	Hold	18,474	–	–	0.1%	91
2024 Q2	$472K	Hold	18,474	–	–	0.11%	81
2024 Q1	$494K	Sell	18,474 -4,266	-19%	-$106K	0.11%	81
2023 Q4	$576K	Hold	22,740	–	–	0.15%	60
2023 Q3	$563K	Hold	22,740	–	–	0.13%	53
2023 Q2	$625K	Sell	22,740 -4,260	-16%	-$113K	0.14%	54
2023 Q1	$752K	Hold	27,000	–	–	0.15%	51
2022 Q4	$749K	Hold	27,000	–	–	0.16%	48
2022 Q3	$677K	Sell	27,000 -550	-2%	-$15.2K	0.2%	45
2022 Q2	$763K	Hold	27,550	–	–	0.21%	47
2022 Q1	$884K	Hold	27,550	–	–	0.23%	46
2021 Q4	$1.02M	Hold	27,550	–	–	0.24%	45
2021 Q3	$892K	Hold	27,550	–	–	0.23%	49
2021 Q2	$836K	Hold	27,550	–	–	0.22%	47
2021 Q1	$835K	Hold	27,550	–	–	0.2%	42
2020 Q4	$873K	Sell	27,550 -2,485	-8%	-$68K	0.24%	34
2020 Q3	$685K	Hold	30,035	–	–	0.23%	37
2020 Q2	$719K	Sell	30,035 -515	-2%	-$11.8K	0.25%	36
2020 Q1	$706K	Hold	30,550	–	–	0.26%	38
2019 Q4	$960K	Hold	30,550	–	–	0.29%	31
2019 Q3	$936K	Hold	30,550	–	–	0.29%	28
2019 Q2	$946K	Hold	30,550	–	–	0.33%	27
2019 Q1	$924K	Buy	30,550 +13,250	+77%	+$393K	0.35%	25
2018 Q4	$472K	Buy	+17,300	New	+$493K	0.2%	33

Other funds holding TRS

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 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

Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

Schneider Downs Wealth Management Advisors's TRS Position: Q1 2026 in Review

Schneider Downs Wealth Management Advisors held its TriMas Corp (TRS) position steady in Q1 2026 at 18,474 shares worth $664K. The position accounts for 0.07% of the portfolio, ranked #81.

Schneider Downs Wealth Management Advisors first reported a position in TRS in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.02M in Q4 2021. 192 funds tracked by Wall St. Rank hold TRS as of Q1 2026.

Schneider Downs Wealth Management Advisors held 18,474 shares of TriMas Corp worth $664K as of Q1 2026.
Schneider Downs Wealth Management Advisors left its TriMas Corp share count unchanged in Q1 2026.
TriMas Corp made up 0.07% of Schneider Downs Wealth Management Advisors's portfolio in Q1 2026, its #81 holding.
Schneider Downs Wealth Management Advisors first reported a position in TriMas Corp in Q4 2018 and has held it in 30 quarters since.
Schneider Downs Wealth Management Advisors's TriMas Corp position peaked at $1.02M in Q4 2021.
192 funds tracked by Wall St. Rank held TriMas Corp as of Q1 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q1 2026, filed 15 May 2026.