Focus Partners Wealth
TRIN icon

Focus Partners Wealth’s Trinity Capital TRIN Stock Holding History

Focus Partners Wealth’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 		$203K Buy
13,792
+1,470
+12% +$22.7K ﹤0.01% 2414
2025
Q4 		$185K Buy
+12,322
New +$184K ﹤0.01% 2457

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

Focus Partners Wealth's TRIN Position: Q1 2026 in Review

Focus Partners Wealth increased its Trinity Capital (TRIN) stake by 12% in Q1 2026, buying an estimated $22.7K and bringing the position to 13,792 shares worth $203K. The position accounts for ﹤0.01% of the portfolio, ranked #2414.

Focus Partners Wealth 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.

  • Focus Partners Wealth held 13,792 shares of Trinity Capital worth $203K as of Q1 2026.
  • Focus Partners Wealth bought 1,470 Trinity Capital shares in Q1 2026, an estimated $22.7K.
  • Trinity Capital made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #2414 holding.
  • Focus Partners Wealth 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 Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.