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Independent Financial Group’s Trinity Capital Inc TRIN Stock Holding History

Independent Financial Group’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 		$2.02M Buy
113,135
+36,109
+47% +$596K 0.04% 450
2026
Q1 		$1.13M Sell
77,026
-47,670
-38% -$736K 0.03% 585
2025
Q4 		$1.83M Buy
124,696
+50,235
+67% +$748K 0.04% 415
2025
Q3 		$1.15M Buy
74,461
+13,414
+22% +$208K 0.03% 559
2025
Q2 		$859K Buy
61,047
+14,649
+32% +$212K 0.02% 594
2025
Q1 		$703K Buy
46,398
+699
+2% +$10.9K 0.02% 585
2024
Q4 		$661K Buy
45,699
+10,814
+31% +$153K 0.02% 610
2024
Q3 		$473K Buy
34,885
+4,365
+14% +$61.7K 0.02% 675
2024
Q2 		$432K Buy
30,520
+1,200
+4% +$17.7K 0.02% 661
2024
Q1 		$430K Buy
29,320
+2,020
+7% +$29.1K 0.02% 635
2023
Q4 		$397K Hold
27,300
– – 0.02% 628
2023
Q3 		$380K Buy
27,300
+13,900
+104% +$201K 0.02% 573
2023
Q2 		$178K Hold
13,400
– – 0.01% 823
2023
Q1 		$171K Buy
+13,400
New +$175K 0.01% 780

Other funds holding TRIN

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

Independent Financial Group's TRIN Position: Q2 2026 in Review

Independent Financial Group increased its Trinity Capital Inc (TRIN) stake by 47% in Q2 2026, buying an estimated $596K and bringing the position to 113,135 shares worth $2.02M. The position accounts for 0.04% of the portfolio, ranked #450.

Independent Financial Group first reported a position in TRIN in Q1 2023 and has held it in 14 quarters since. 172 funds tracked by Wall St. Rank hold TRIN as of Q2 2026.

  • Independent Financial Group held 113,135 shares of Trinity Capital Inc worth $2.02M as of Q2 2026.
  • Independent Financial Group bought 36,109 Trinity Capital Inc shares in Q2 2026, an estimated $596K.
  • Trinity Capital Inc made up 0.04% of Independent Financial Group's portfolio in Q2 2026, its #450 holding.
  • Independent Financial Group first reported a position in Trinity Capital Inc in Q1 2023 and has held it in 14 quarters since.
  • 172 funds tracked by Wall St. Rank held Trinity Capital Inc as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.