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Root Financial Partners’s Trinity Capital 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
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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Invesco
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EA
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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
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Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Root Financial Partners's TRIN Position: Q1 2026 in Review

Root Financial Partners held its Trinity Capital (TRIN) position steady in Q1 2026 at 1,000 shares worth $14.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1494.

Root Financial Partners first reported a position in TRIN in Q3 2025 and has held it in 3 quarters since. The position peaked at $15.5K in Q3 2025. 166 funds tracked by Wall St. Rank hold TRIN as of Q1 2026.

  • Root Financial Partners held 1,000 shares of Trinity Capital worth $14.7K as of Q1 2026.
  • Root Financial Partners left its Trinity Capital share count unchanged in Q1 2026.
  • Trinity Capital made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1494 holding.
  • Root Financial Partners first reported a position in Trinity Capital in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Trinity Capital position peaked at $15.5K in Q3 2025.
  • 166 funds tracked by Wall St. Rank held Trinity Capital as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.