EWA
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EverSource Wealth Advisors’s Trinity Capital TRIN Stock Holding History

EverSource Wealth Advisors’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 		$29.9K Buy
2,034
+78
+4% +$1.21K ﹤0.01% 2246
2025
Q4 		$28.7K Sell
1,956
-33
-2% -$492 ﹤0.01% 2145
2025
Q3 		$30.8K Buy
1,989
+391
+24% +$6.06K ﹤0.01% 2035
2025
Q2 		$22.5K Buy
1,598
+587
+58% +$8.48K ﹤0.01% 2204
2025
Q1 		$15.3K Sell
1,011
-257
-20% -$3.99K ﹤0.01% 1848
2024
Q4 		$18.3K Buy
1,268
+729
+135% +$10.3K ﹤0.01% 1672
2024
Q3 		$7.31K Buy
539
+168
+45% +$2.37K ﹤0.01% 2042
2024
Q2 		$5.42K Buy
371
+85
+30% +$1.25K ﹤0.01% 2198
2024
Q1 		$4.34K Buy
+286
New +$4.13K ﹤0.01% 2111

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

EverSource Wealth Advisors's TRIN Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Trinity Capital (TRIN) stake by 4% in Q1 2026, buying an estimated $1.21K and bringing the position to 2,034 shares worth $29.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2246.

EverSource Wealth Advisors first reported a position in TRIN in Q1 2024 and has held it in 9 quarters since. The position peaked at $30.8K in Q3 2025. 166 funds tracked by Wall St. Rank hold TRIN as of Q1 2026.

  • EverSource Wealth Advisors held 2,034 shares of Trinity Capital worth $29.9K as of Q1 2026.
  • EverSource Wealth Advisors bought 78 Trinity Capital shares in Q1 2026, an estimated $1.21K.
  • Trinity Capital made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #2246 holding.
  • EverSource Wealth Advisors first reported a position in Trinity Capital in Q1 2024 and has held it in 9 quarters since.
  • EverSource Wealth Advisors's Trinity Capital position peaked at $30.8K in Q3 2025.
  • 166 funds tracked by Wall St. Rank held Trinity Capital as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.