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

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

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 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

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.

43 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.
43 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.