Institute for Wealth Management’s Trinity Capital Inc. TRIN Stock Holding History

Institute for Wealth Management’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	$7.57K	Buy	+423	New	+$6.98K	﹤0.01%	1381

Other funds holding TRIN

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SMH Capital Advisors Fort Worth, Texas $25.5M AUM 4.53% 1-Year Est. Return

Naviter Wealth Little Rock, Arkansas $1.1B AUM 33.28% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Institute for Wealth Management's TRIN Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Trinity Capital Inc. (TRIN) in Q2 2026: 423 shares worth $7.57K. The stake represents ﹤0.01% of the portfolio and ranks #1381 among its holdings.

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

Institute for Wealth Management held 423 shares of Trinity Capital Inc. worth $7.57K as of Q2 2026.
Trinity Capital Inc. was a new Institute for Wealth Management position in Q2 2026.
Trinity Capital Inc. made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1381 holding.
71 funds tracked by Wall St. Rank held Trinity Capital Inc. as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.