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Summit Securities Group’s Trinity Capital Inc TRIN Stock Holding History

Summit Securities 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
2025
Q4 		– Sell
-1,000
Closed -$15.5K – 1252
2025
Q3 		$15.5K Buy
+1,000
New +$15.5K ﹤0.01% 823
2025
Q2 		– Sell
-1,200
Closed -$18.2K – 1434
2025
Q1 		$18.2K Buy
+1,200
New +$18.6K ﹤0.01% 480

Other funds holding TRIN

UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $174M AUM 9.16% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
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

Summit Securities Group's TRIN Position: Q4 2025 in Review

Summit Securities Group sold out of Trinity Capital Inc (TRIN) in Q4 2025, closing a stake of 1,000 shares — an estimated $15.5K sold.

Summit Securities Group first reported a position in TRIN in Q2 2023 and held it in 3 quarters. The position peaked at $62.2K in Q1 2025. 164 funds tracked by Wall St. Rank hold TRIN as of Q4 2025.

  • Summit Securities Group reported no remaining Trinity Capital Inc position as of Q4 2025 after selling out during the quarter.
  • Summit Securities Group sold 1,000 Trinity Capital Inc shares in Q4 2025, an estimated $15.5K.
  • Summit Securities Group first reported a position in Trinity Capital Inc in Q2 2023 and held it in 3 quarters.
  • Summit Securities Group's Trinity Capital Inc position peaked at $62.2K in Q1 2025.
  • 164 funds tracked by Wall St. Rank held Trinity Capital Inc as of Q4 2025.

Based on Summit Securities Group's 13F filing for Q4 2025, filed 17 Feb 2026.