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Smallwood Wealth Investment Management’s Trinity Industries TRN Stock Holding History

Smallwood Wealth Investment Management’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
2025
Q2 		– Sell
-84
Closed -$2.17K – 582
2025
Q1 		$2.38K Buy
+84
New +$2.82K ﹤0.01% 376

Other funds holding TRN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Smallwood Wealth Investment Management's TRN Position: Q2 2025 in Review

Smallwood Wealth Investment Management sold out of Trinity Industries (TRN) in Q2 2025, closing a stake of 84 shares — an estimated $2.17K sold.

Smallwood Wealth Investment Management first reported a position in TRN in Q1 2025 and held it in 1 quarter. The position peaked at $2.38K in Q1 2025. 291 funds tracked by Wall St. Rank hold TRN as of Q2 2025.

  • Smallwood Wealth Investment Management reported no remaining Trinity Industries position as of Q2 2025 after selling out during the quarter.
  • Smallwood Wealth Investment Management sold 84 Trinity Industries shares in Q2 2025, an estimated $2.17K.
  • Smallwood Wealth Investment Management first reported a position in Trinity Industries in Q1 2025 and held it in 1 quarter.
  • Smallwood Wealth Investment Management's Trinity Industries position peaked at $2.38K in Q1 2025.
  • 291 funds tracked by Wall St. Rank held Trinity Industries as of Q2 2025.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2025, filed 3 Oct 2025.