Accel Wealth Management’s Trinity Capital Inc. TRIN Stock Holding History

Accel Wealth Management’s Portfolio TRIN Stock Details TRIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$237K	Sell	13,251 -129	-1%	-$2.13K	0.05%	261
2026 Q1	$197K	Buy	13,380 +1,380	+12%	+$21.3K	0.05%	278
2025 Q4	$176K	Buy	+12,000	New	+$179K	0.05%	270

Other funds holding TRIN

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Closed-End Fund Advisors Richmond, Virginia $102M AUM

Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return

Accel Wealth Management's TRIN Position: Q2 2026 in Review

Accel Wealth Management reduced its Trinity Capital Inc. (TRIN) stake by 0.96% in Q2 2026, selling an estimated $2.13K and leaving 13,251 shares worth $237K. The position accounts for 0.05% of the portfolio, ranked #261.

Accel Wealth Management first reported a position in TRIN in Q4 2025 and has held it in 3 quarters since. 40 funds tracked by Wall St. Rank hold TRIN as of Q2 2026.

Accel Wealth Management held 13,251 shares of Trinity Capital Inc. worth $237K as of Q2 2026.
Accel Wealth Management sold 129 Trinity Capital Inc. shares in Q2 2026, an estimated $2.13K.
Trinity Capital Inc. made up 0.05% of Accel Wealth Management's portfolio in Q2 2026, its #261 holding.
Accel Wealth Management first reported a position in Trinity Capital Inc. in Q4 2025 and has held it in 3 quarters since.
40 funds tracked by Wall St. Rank held Trinity Capital Inc. as of Q2 2026.

Based on Accel Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.