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Heritage Wealth Advisors’s Trinity Capital Inc TRIN Stock Holding History

Heritage 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
2026
Q2 		$28.8K Buy
+1,610
New +$26.6K ﹤0.01% 398

Other funds holding TRIN

VanEck Associates
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Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $174M AUM 9.16% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
UBP
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

Heritage Wealth Advisors's TRIN Position: Q2 2026 in Review

Heritage Wealth Advisors opened a new position in Trinity Capital Inc (TRIN) in Q2 2026: 1,610 shares worth $28.8K. The stake represents ﹤0.01% of the portfolio and ranks #398 among its holdings.

172 funds tracked by Wall St. Rank hold TRIN as of Q2 2026.

  • Heritage Wealth Advisors held 1,610 shares of Trinity Capital Inc worth $28.8K as of Q2 2026.
  • Trinity Capital Inc was a new Heritage Wealth Advisors position in Q2 2026.
  • Trinity Capital Inc made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #398 holding.
  • 172 funds tracked by Wall St. Rank held Trinity Capital Inc as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.