CIBC Private Wealth Group
TRIN icon

CIBC Private Wealth Group’s Trinity Capital TRIN Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$33K Hold
2,253
– – ﹤0.01% 1960
2025
Q3 		$34.9K Hold
2,253
– – ﹤0.01% 1949
2025
Q2 		$31.7K Hold
2,253
– – ﹤0.01% 1845
2025
Q1 		$30.5K Hold
2,253
– – ﹤0.01% 1824
2024
Q4 		$32.2K Sell
2,253
-1,277
-36% -$18K ﹤0.01% 1867
2024
Q3 		$47.9K Buy
3,530
+1,277
+57% +$18K ﹤0.01% 1788
2024
Q2 		$31.8K Buy
2,253
+750
+50% +$11.1K ﹤0.01% 1849
2024
Q1 		$21.8K Buy
+1,503
New +$21.7K ﹤0.01% 2017

Other funds holding TRIN

UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
EPCM
Eagle Point Credit Management Greenwich, Connecticut $76.5M AUM
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

CIBC Private Wealth Group's TRIN Position: Q4 2025 in Review

CIBC Private Wealth Group held its Trinity Capital (TRIN) position steady in Q4 2025 at 2,253 shares worth $33K. The position accounts for ﹤0.01% of the portfolio, ranked #1960.

CIBC Private Wealth Group first reported a position in TRIN in Q1 2024 and has held it in 8 quarters since. The position peaked at $47.9K in Q3 2024. 164 funds tracked by Wall St. Rank hold TRIN as of Q4 2025.

  • CIBC Private Wealth Group held 2,253 shares of Trinity Capital worth $33K as of Q4 2025.
  • CIBC Private Wealth Group left its Trinity Capital share count unchanged in Q4 2025.
  • Trinity Capital made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1960 holding.
  • CIBC Private Wealth Group first reported a position in Trinity Capital in Q1 2024 and has held it in 8 quarters since.
  • CIBC Private Wealth Group's Trinity Capital position peaked at $47.9K in Q3 2024.
  • 164 funds tracked by Wall St. Rank held Trinity Capital as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.