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Root Financial Partners’s Trinity Capital Inc TRIN Stock Holding History

Root Financial Partners’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
Q2 		– Sell
-1,000
Closed -$14.7K – 2960
2026
Q1 		$14.7K Hold
1,000
– – ﹤0.01% 1494
2025
Q4 		$14.7K Hold
1,000
– – ﹤0.01% 1331
2025
Q3 		$15.5K Buy
+1,000
New +$15.5K ﹤0.01% 1245

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MW
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SIS
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UBP
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T. Rowe Price Associates
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Morgan Stanley
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Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Root Financial Partners's TRIN Position: Q2 2026 in Review

Root Financial Partners sold out of Trinity Capital Inc (TRIN) in Q2 2026, closing a stake of 1,000 shares — an estimated $14.7K sold.

Root Financial Partners first reported a position in TRIN in Q3 2025 and held it in 3 quarters. The position peaked at $15.5K in Q3 2025. 171 funds tracked by Wall St. Rank hold TRIN as of Q2 2026.

  • Root Financial Partners reported no remaining Trinity Capital Inc position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,000 Trinity Capital Inc shares in Q2 2026, an estimated $14.7K.
  • Root Financial Partners first reported a position in Trinity Capital Inc in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Trinity Capital Inc position peaked at $15.5K in Q3 2025.
  • 171 funds tracked by Wall St. Rank held Trinity Capital Inc as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.