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Concord Wealth Partners’s Trinity Capital Inc TRIN Stock Holding History

Concord Wealth Partners’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 		$72 Buy
+4
New +$66 ﹤0.01% 870

Other funds holding TRIN

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MW
Melia Wealth Tulsa, Oklahoma $174M AUM 9.16% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Concord Wealth Partners's TRIN Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Trinity Capital Inc (TRIN) in Q2 2026: 4 shares worth $72. The stake represents ﹤0.01% of the portfolio and ranks #870 among its holdings.

171 funds tracked by Wall St. Rank hold TRIN as of Q2 2026.

  • Concord Wealth Partners held 4 shares of Trinity Capital Inc worth $72 as of Q2 2026.
  • Trinity Capital Inc was a new Concord Wealth Partners position in Q2 2026.
  • Trinity Capital Inc made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #870 holding.
  • 171 funds tracked by Wall St. Rank held Trinity Capital Inc as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.