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Larson Financial Group’s Trinity Capital TRIN Stock Holding History

Larson Financial Group’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 		$362 Buy
25
+2
+9% +$31 ﹤0.01% 3372
2025
Q4 		$338 Buy
23
+1
+5% +$15 ﹤0.01% 3195
2025
Q3 		$346 Buy
+22
New +$341 ﹤0.01% 3170

Other funds holding TRIN

VanEck Associates
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
Franklin Resources
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Larson Financial Group's TRIN Position: Q1 2026 in Review

Larson Financial Group increased its Trinity Capital (TRIN) stake by 8.7% in Q1 2026, buying an estimated $31 and bringing the position to 25 shares worth $362. The position accounts for ﹤0.01% of the portfolio, ranked #3372.

Larson Financial Group first reported a position in TRIN in Q3 2025 and has held it in 3 quarters since. 166 funds tracked by Wall St. Rank hold TRIN as of Q1 2026.

  • Larson Financial Group held 25 shares of Trinity Capital worth $362 as of Q1 2026.
  • Larson Financial Group bought 2 Trinity Capital shares in Q1 2026, an estimated $31.
  • Trinity Capital made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #3372 holding.
  • Larson Financial Group first reported a position in Trinity Capital in Q3 2025 and has held it in 3 quarters since.
  • 166 funds tracked by Wall St. Rank held Trinity Capital as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.