Pinnacle Wealth Planning Services
TRIN icon

Pinnacle Wealth Planning Services’s Trinity Capital Inc TRIN Stock Holding History

Pinnacle Wealth Planning Services’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
Q3 		$172K Hold
9,816
– – 0.02% 564
2026
Q2 		$176K Buy
9,816
+294
+3% +$4.85K 0.02% 583
2026
Q1 		$140K Buy
+9,522
New +$147K 0.01% 626

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Union Bancaire Privee
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Emerald Advisers
Emerald Advisers Leola, Pennsylvania $3.64B AUM 71.19% 1-Year Est. Return
Eagle Point Credit Management
Eagle Point Credit Management Greenwich, Connecticut $56.4M AUM 18.94% 1-Year Est. Return
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.45B AUM 70.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
SCA
SMH Capital Advisors Fort Worth, Texas $26.4M AUM 1.31% 1-Year Est. Return

Pinnacle Wealth Planning Services's TRIN Position: Q3 2026 in Review

Pinnacle Wealth Planning Services held its Trinity Capital Inc (TRIN) position steady in Q3 2026 at 9,816 shares worth $172K. The position accounts for 0.02% of the portfolio, ranked #564.

Pinnacle Wealth Planning Services first reported a position in TRIN in Q1 2026 and has held it in 3 quarters since. The position peaked at $176K in Q2 2026. 86 funds tracked by Wall St. Rank hold TRIN as of Q3 2026.

  • Pinnacle Wealth Planning Services held 9,816 shares of Trinity Capital Inc worth $172K as of Q3 2026.
  • Pinnacle Wealth Planning Services left its Trinity Capital Inc share count unchanged in Q3 2026.
  • Trinity Capital Inc made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #564 holding.
  • Pinnacle Wealth Planning Services first reported a position in Trinity Capital Inc in Q1 2026 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Trinity Capital Inc position peaked at $176K in Q2 2026.
  • 86 funds tracked by Wall St. Rank held Trinity Capital Inc as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.