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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
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

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

United Capital Financial Advisors's TRS Position: Q1 2026 in Review

United Capital Financial Advisors increased its TriMas Corp (TRS) stake by 0.62% in Q1 2026, buying an estimated $1.9K and bringing the position to 8,608 shares worth $309K. The position accounts for ﹤0.01% of the portfolio, ranked #1339.

United Capital Financial Advisors first reported a position in TRS in Q4 2025 and has held it in 2 quarters since. 192 funds tracked by Wall St. Rank hold TRS as of Q1 2026.

  • United Capital Financial Advisors held 8,608 shares of TriMas Corp worth $309K as of Q1 2026.
  • United Capital Financial Advisors bought 53 TriMas Corp shares in Q1 2026, an estimated $1.9K.
  • TriMas Corp made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1339 holding.
  • United Capital Financial Advisors first reported a position in TriMas Corp in Q4 2025 and has held it in 2 quarters since.
  • 192 funds tracked by Wall St. Rank held TriMas Corp as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.