Forvis Mazars Wealth Advisors’s Trinity Capital Inc TRIN Stock Holding History

Forvis Mazars 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
2025 Q1	–	Sell	-26,664	Closed	-$386K	–	428
2024 Q4	$386K	Hold	26,664	–	–	0.01%	344
2024 Q3	$362K	Buy	+26,664	New	+$377K	0.01%	356
2023 Q3	–	Sell	-26,664	Closed	-$354K	–	409
2023 Q2	$354K	Hold	26,664	–	–	0.01%	334
2023 Q1	$339K	Hold	26,664	–	–	0.01%	313
2022 Q4	$291K	Hold	26,664	–	–	0.01%	328
2022 Q3	$334K	Hold	26,664	–	–	0.01%	305
2022 Q2	$386K	Hold	26,664	–	–	0.02%	287
2022 Q1	$515K	Buy	26,664 +6,666	+33%	+$119K	0.02%	187
2021 Q4	$352K	Buy	+19,998	New	+$332K	0.01%	209

Other funds holding TRIN

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Melia Wealth Tulsa, Oklahoma $174M AUM 9.16% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

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

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return

EMFAT

Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.85B AUM 140.52% 1-Year Est. Return

Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return

RRA

Round Rock Advisors Wilton, Connecticut $776M AUM 39.53% 1-Year Est. Return

Forvis Mazars Wealth Advisors's TRIN Position: Q1 2025 in Review

Forvis Mazars Wealth Advisors sold out of Trinity Capital Inc (TRIN) in Q1 2025, closing a stake of 26,664 shares — an estimated $386K sold.

Forvis Mazars Wealth Advisors first reported a position in TRIN in Q4 2021 and held it in 9 quarters. The position peaked at $515K in Q1 2022. 128 funds tracked by Wall St. Rank hold TRIN as of Q1 2025.

Forvis Mazars Wealth Advisors reported no remaining Trinity Capital Inc position as of Q1 2025 after selling out during the quarter.
Forvis Mazars Wealth Advisors sold 26,664 Trinity Capital Inc shares in Q1 2025, an estimated $386K.
Forvis Mazars Wealth Advisors first reported a position in Trinity Capital Inc in Q4 2021 and held it in 9 quarters.
Forvis Mazars Wealth Advisors's Trinity Capital Inc position peaked at $515K in Q1 2022.
128 funds tracked by Wall St. Rank held Trinity Capital Inc as of Q1 2025.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2025, filed 13 May 2025.