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Jones Financial Companies’s
Trinity Capital
TRIN
Stock Holding History
Jones Financial Companies’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
$9.32K
Hold
652
–
–
﹤0.01%
3602
2025
Q4
$9.55K
Buy
652
+11
+2%
+$164
﹤0.01%
3238
2025
Q3
$10.3K
Buy
641
+315
+97%
+$4.88K
﹤0.01%
3065
2025
Q2
$4.68K
Buy
326
+226
+226%
+$3.27K
﹤0.01%
3153
2025
Q1
$1.58K
Sell
100
-96
-49%
-$1.49K
﹤0.01%
3303
2024
Q4
$2.84K
Buy
+196
New
+$2.76K
﹤0.01%
2922
Other funds holding TRIN
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
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
EA
Emerald Advisers
Leola, Pennsylvania
$3.16B AUM
109.58%
1-Year Est. Return
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
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
Rockefeller Capital Management
New York
$56.4B AUM
24.96%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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