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Forum Financial Management’s Trinity Capital TRIN Stock Holding History

Forum Financial 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 		$588K Buy
40,000
+24,000
+150% +$371K 0.01% 182
2025
Q4 		$234K Buy
+16,000
New +$238K ﹤0.01% 878

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

Forum Financial Management's TRIN Position: Q1 2026 in Review

Forum Financial Management increased its Trinity Capital (TRIN) stake by 150% in Q1 2026, buying an estimated $371K and bringing the position to 40,000 shares worth $588K. The position accounts for 0.01% of the portfolio, ranked #182.

Forum Financial 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.

  • Forum Financial Management held 40,000 shares of Trinity Capital worth $588K as of Q1 2026.
  • Forum Financial Management bought 24,000 Trinity Capital shares in Q1 2026, an estimated $371K.
  • Trinity Capital made up 0.01% of Forum Financial Management's portfolio in Q1 2026, its #182 holding.
  • Forum Financial 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 Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.