CI
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CX Institutional’s Trinity Capital TRIN Stock Holding History

CX Institutional’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
Q1 		– Sell
-100
Closed -$1K – 1662
2025
Q4 		$1K Buy
+100
New +$1.49K ﹤0.01% 1500

Other funds holding TRIN

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 $2.07B AUM 4.33% 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
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
EPCM
Eagle Point Credit Management Greenwich, Connecticut $76.5M AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

CX Institutional's TRIN Position: Q1 2026 in Review

CX Institutional sold out of Trinity Capital (TRIN) in Q1 2026, closing a stake of 100 shares — an estimated $1K sold.

CX Institutional first reported a position in TRIN in Q4 2025 and held it in 1 quarter. The position peaked at $1K in Q4 2025. 166 funds tracked by Wall St. Rank hold TRIN as of Q1 2026.

  • CX Institutional reported no remaining Trinity Capital position as of Q1 2026 after selling out during the quarter.
  • CX Institutional sold 100 Trinity Capital shares in Q1 2026, an estimated $1K.
  • CX Institutional first reported a position in Trinity Capital in Q4 2025 and held it in 1 quarter.
  • CX Institutional's Trinity Capital position peaked at $1K in Q4 2025.
  • 166 funds tracked by Wall St. Rank held Trinity Capital as of Q1 2026.

Based on CX Institutional's 13F filing for Q1 2026, filed 6 Apr 2026.