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United Capital Financial Advisors’s TriMas Corp TRS Stock Holding History

United Capital Financial 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
Q2 		$388K Hold
8,608
– – ﹤0.01% 1255
2026
Q1 		$309K Buy
8,608
+53
+0.6% +$1.9K ﹤0.01% 1339
2025
Q4 		$303K Buy
+8,555
New +$299K ﹤0.01% 1162

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

United Capital Financial Advisors's TRS Position: Q2 2026 in Review

United Capital Financial Advisors held its TriMas Corp (TRS) position steady in Q2 2026 at 8,608 shares worth $388K. The position accounts for ﹤0.01% of the portfolio, ranked #1255.

United Capital Financial Advisors first reported a position in TRS in Q4 2025 and has held it in 3 quarters since. 207 funds tracked by Wall St. Rank hold TRS as of Q2 2026.

  • United Capital Financial Advisors held 8,608 shares of TriMas Corp worth $388K as of Q2 2026.
  • United Capital Financial Advisors left its TriMas Corp share count unchanged in Q2 2026.
  • TriMas Corp made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1255 holding.
  • United Capital Financial Advisors first reported a position in TriMas Corp in Q4 2025 and has held it in 3 quarters since.
  • 207 funds tracked by Wall St. Rank held TriMas Corp as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.