United Capital Financial Advisors
TRIN icon

United Capital Financial Advisors’s Trinity Capital Inc TRIN Stock Holding History

United Capital Financial 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
2026
Q2 		$486K Hold
27,147
– – ﹤0.01% 1137
2026
Q1 		$399K Hold
27,147
– – ﹤0.01% 1188
2025
Q4 		$398K Buy
27,147
+721
+3% +$10.7K ﹤0.01% 1056
2025
Q3 		$409K Buy
+26,426
New +$409K ﹤0.01% 924

Other funds holding TRIN

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $174M AUM 9.16% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Union Bancaire Privee
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

United Capital Financial Advisors's TRIN Position: Q2 2026 in Review

United Capital Financial Advisors held its Trinity Capital Inc (TRIN) position steady in Q2 2026 at 27,147 shares worth $486K. The position accounts for ﹤0.01% of the portfolio, ranked #1137.

United Capital Financial Advisors first reported a position in TRIN in Q3 2025 and has held it in 4 quarters since. 171 funds tracked by Wall St. Rank hold TRIN as of Q2 2026.

  • United Capital Financial Advisors held 27,147 shares of Trinity Capital Inc worth $486K as of Q2 2026.
  • United Capital Financial Advisors left its Trinity Capital Inc share count unchanged in Q2 2026.
  • Trinity Capital Inc made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1137 holding.
  • United Capital Financial Advisors first reported a position in Trinity Capital Inc in Q3 2025 and has held it in 4 quarters since.
  • 171 funds tracked by Wall St. Rank held Trinity Capital Inc as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.