EverSource Wealth Advisors’s Trinity Capital Inc 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 Q2	$15.5K	Sell	864 -1,170	-58%	-$19.3K	﹤0.01%	2626
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 New York $164B AUM 112.45% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

EverSource Wealth Advisors's TRIN Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Trinity Capital Inc (TRIN) stake by 58% in Q2 2026, selling an estimated $19.3K and leaving 864 shares worth $15.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2626.

EverSource Wealth Advisors first reported a position in TRIN in Q1 2024 and has held it in 10 quarters since. The position peaked at $30.8K in Q3 2025. 171 funds tracked by Wall St. Rank hold TRIN as of Q2 2026.

EverSource Wealth Advisors held 864 shares of Trinity Capital Inc worth $15.5K as of Q2 2026.
EverSource Wealth Advisors sold 1,170 Trinity Capital Inc shares in Q2 2026, an estimated $19.3K.
Trinity Capital Inc made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2626 holding.
EverSource Wealth Advisors first reported a position in Trinity Capital Inc in Q1 2024 and has held it in 10 quarters since.
EverSource Wealth Advisors's Trinity Capital Inc position peaked at $30.8K in Q3 2025.
171 funds tracked by Wall St. Rank held Trinity Capital Inc as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.