Institutional Ownership Trex CO Inc (TREX)
This table provides information about the institutional ownership of Trex CO Inc (TREX). We have compiled data on the 513 institutions that hold shares in the stock, with a total of 132 Million shares, which have been reported (via 13F filing form) to have a value of $4.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
27
shares
|
$857
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Security National Bank
|
Oct 20, 2025 Q3 2025 |
20
shares
|
$635
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
20
shares
|
$635
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
18
shares
|
$571
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
18
shares
|
$571
0.0% of portfolio
|
Q4 2024
Reduced 60.87%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
18
shares
|
$571
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
15
shares
|
$476
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
15
shares
|
$476
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
14
shares
|
$444
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2025 Q3 2025 |
11
shares
|
$349
0.0% of portfolio
|
Q2 2025
Added 120.0%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
10
shares
|
$317
0.0% of portfolio
|
Q3 2025
Reduced 95.1%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
10
shares
|
$317
0.0% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
9
shares
|
$285
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
8
shares
|
$254
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
6
shares
|
$190
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
5
shares
|
$158
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
4
shares
|
$127
0.0% of portfolio
|
Q3 2024
Reduced 20.0%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
4
shares
|
$127
0.0% of portfolio
|
Q4 2025
Reduced 93.44%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Nov 12, 2025 Q3 2025 |
4
shares
|
$127
0.0% of portfolio
|
Q3 2025
Reduced 20.0%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 15, 2026 Q4 2025 |
4
shares
|
$127
0.0% of portfolio
|
Q4 2025
Reduced 75.0%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
3
shares
|
$95
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
2
shares
|
$63
0.0% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
|
Quaker Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
1
shares
|
$31
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|