EWM
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Evolution Wealth Management’s Trinity Capital TRIN Stock Holding History

Evolution Wealth Management’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 		$14.7K Hold
1,000
– – 0.01% 460
2025
Q4 		$14.7K Buy
+1,000
New +$14.9K 0.01% 390

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UBS Group
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Invesco
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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
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Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Evolution Wealth Management's TRIN Position: Q1 2026 in Review

Evolution Wealth Management held its Trinity Capital (TRIN) position steady in Q1 2026 at 1,000 shares worth $14.7K. The position accounts for 0.01% of the portfolio, ranked #460.

Evolution Wealth Management first reported a position in TRIN in Q4 2025 and has held it in 2 quarters since. 166 funds tracked by Wall St. Rank hold TRIN as of Q1 2026.

  • Evolution Wealth Management held 1,000 shares of Trinity Capital worth $14.7K as of Q1 2026.
  • Evolution Wealth Management left its Trinity Capital share count unchanged in Q1 2026.
  • Trinity Capital made up 0.01% of Evolution Wealth Management's portfolio in Q1 2026, its #460 holding.
  • Evolution Wealth Management first reported a position in Trinity Capital in Q4 2025 and has held it in 2 quarters since.
  • 166 funds tracked by Wall St. Rank held Trinity Capital as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.