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Mount Yale Investment Advisors’s Trinity Capital Inc TRIN Stock Holding History

Mount Yale Investment Advisors’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
2025
Q4 		– Sell
-17,032
Closed -$264K – 796
2025
Q3 		$264K Buy
+17,032
New +$264K 0.02% 551

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MW
Melia Wealth Tulsa, Oklahoma $174M AUM 9.16% 1-Year Est. Return
SIS
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return
EPCM
Eagle Point Credit Management Greenwich, Connecticut $66.2M AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Mount Yale Investment Advisors's TRIN Position: Q4 2025 in Review

Mount Yale Investment Advisors sold out of Trinity Capital Inc (TRIN) in Q4 2025, closing a stake of 17,032 shares — an estimated $264K sold.

Mount Yale Investment Advisors first reported a position in TRIN in Q3 2025 and held it in 1 quarter. The position peaked at $264K in Q3 2025. 164 funds tracked by Wall St. Rank hold TRIN as of Q4 2025.

  • Mount Yale Investment Advisors reported no remaining Trinity Capital Inc position as of Q4 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 17,032 Trinity Capital Inc shares in Q4 2025, an estimated $264K.
  • Mount Yale Investment Advisors first reported a position in Trinity Capital Inc in Q3 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Trinity Capital Inc position peaked at $264K in Q3 2025.
  • 164 funds tracked by Wall St. Rank held Trinity Capital Inc as of Q4 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.