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BFC Planning, Inc.’s Trinity Capital Inc TRIN Stock Holding History

BFC Planning, Inc.’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 		$21.4K Buy
1,198
+112
+10% +$1.85K ﹤0.01% 1978
2026
Q1 		$16K Buy
1,086
+91
+9% +$1.41K ﹤0.01% 1811
2025
Q4 		$14.6K Buy
+995
New +$14.8K ﹤0.01% 1886

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UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Melia Wealth
Melia Wealth Tulsa, Oklahoma $174M AUM 9.16% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Union Bancaire Privee
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BFC Planning, Inc.'s TRIN Position: Q2 2026 in Review

BFC Planning, Inc. increased its Trinity Capital Inc (TRIN) stake by 10% in Q2 2026, buying an estimated $1.85K and bringing the position to 1,198 shares worth $21.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1978.

BFC Planning, Inc. first reported a position in TRIN in Q4 2025 and has held it in 3 quarters since. 172 funds tracked by Wall St. Rank hold TRIN as of Q2 2026.

  • BFC Planning, Inc. held 1,198 shares of Trinity Capital Inc worth $21.4K as of Q2 2026.
  • BFC Planning, Inc. bought 112 Trinity Capital Inc shares in Q2 2026, an estimated $1.85K.
  • Trinity Capital Inc made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1978 holding.
  • BFC Planning, Inc. first reported a position in Trinity Capital Inc in Q4 2025 and has held it in 3 quarters since.
  • 172 funds tracked by Wall St. Rank held Trinity Capital Inc as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.