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Integrated Wealth Concepts’s Trinity Capital Inc TRIN Stock Holding History

Integrated Wealth Concepts’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 		$1.16K Buy
+65
New +$1.07K ﹤0.01% 5498

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

Integrated Wealth Concepts's TRIN Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Trinity Capital Inc (TRIN) in Q2 2026: 65 shares worth $1.16K. The stake represents ﹤0.01% of the portfolio and ranks #5498 among its holdings.

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

  • Integrated Wealth Concepts held 65 shares of Trinity Capital Inc worth $1.16K as of Q2 2026.
  • Trinity Capital Inc was a new Integrated Wealth Concepts position in Q2 2026.
  • Trinity Capital Inc made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5498 holding.
  • 172 funds tracked by Wall St. Rank held Trinity Capital Inc as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.