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

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Melia Wealth Tulsa, Oklahoma $174M AUM 9.16% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

UBP

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

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 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.

171 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.
171 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.