Kovitz Investment Group Partners’s Trinity Capital Inc TRIN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
– Sell
-17,032
Closed -$272K – 1244
2025
Q3
$272K Sell
17,032
-1,521
-8% -$23.6K ﹤0.01% 1239
2025
Q2
$271K Sell
18,553
-787
-4% -$11.4K ﹤0.01% 1178
2025
Q1
$293K Buy
+19,340
New +$301K ﹤0.01% 1059

Other funds holding TRIN

Kovitz Investment Group Partners's TRIN Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Trinity Capital Inc (TRIN) in Q4 2025, closing a stake of 17,032 shares — an estimated $272K sold.

Kovitz Investment Group Partners first reported a position in TRIN in Q1 2025 and held it in 3 quarters. The position peaked at $293K in Q1 2025. 164 funds tracked by Wall St. Rank hold TRIN as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Trinity Capital Inc position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 17,032 Trinity Capital Inc shares in Q4 2025, an estimated $272K.
  • Kovitz Investment Group Partners first reported a position in Trinity Capital Inc in Q1 2025 and held it in 3 quarters.
  • Kovitz Investment Group Partners's Trinity Capital Inc position peaked at $293K in Q1 2025.
  • 164 funds tracked by Wall St. Rank held Trinity Capital Inc as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.