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IFP Advisors’s Trinity Capital TRIN Stock Holding History

IFP 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
Q1 		$11.8K Hold
800
– – ﹤0.01% 3075
2025
Q4 		$11.7K Hold
800
– – ﹤0.01% 2976
2025
Q3 		$12.4K Buy
+800
New +$12.4K ﹤0.01% 2798
2024
Q4 		– Sell
-514
Closed -$6.97K – 4667
2024
Q3 		$6.97K Buy
+514
New +$7.26K ﹤0.01% 2558
2023
Q3 		– Sell
-101
Closed -$1.34K – 3549
2023
Q2 		$1.34K Buy
+101
New +$1.26K ﹤0.01% 3004

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

IFP Advisors's TRIN Position: Q1 2026 in Review

IFP Advisors held its Trinity Capital (TRIN) position steady in Q1 2026 at 800 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3075.

IFP Advisors first reported a position in TRIN in Q2 2023 and has held it in 5 quarters since. The position peaked at $12.4K in Q3 2025. 166 funds tracked by Wall St. Rank hold TRIN as of Q1 2026.

  • IFP Advisors held 800 shares of Trinity Capital worth $11.8K as of Q1 2026.
  • IFP Advisors left its Trinity Capital share count unchanged in Q1 2026.
  • Trinity Capital made up ﹤0.01% of IFP Advisors's portfolio in Q1 2026, its #3075 holding.
  • IFP Advisors first reported a position in Trinity Capital in Q2 2023 and has held it in 5 quarters since.
  • IFP Advisors's Trinity Capital position peaked at $12.4K in Q3 2025.
  • 166 funds tracked by Wall St. Rank held Trinity Capital as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.