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United Capital Financial Advisors’s Trinity Capital 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
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 $133B AUM 72.99% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

United Capital Financial Advisors's TRIN Position: Q1 2026 in Review

United Capital Financial Advisors held its Trinity Capital (TRIN) position steady in Q1 2026 at 27,147 shares worth $399K. The position accounts for ﹤0.01% of the portfolio, ranked #1188.

United Capital Financial Advisors first reported a position in TRIN in Q3 2025 and has held it in 3 quarters since. The position peaked at $409K in Q3 2025. 166 funds tracked by Wall St. Rank hold TRIN as of Q1 2026.

  • United Capital Financial Advisors held 27,147 shares of Trinity Capital worth $399K as of Q1 2026.
  • United Capital Financial Advisors left its Trinity Capital share count unchanged in Q1 2026.
  • Trinity Capital made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1188 holding.
  • United Capital Financial Advisors first reported a position in Trinity Capital in Q3 2025 and has held it in 3 quarters since.
  • United Capital Financial Advisors's Trinity Capital position peaked at $409K in Q3 2025.
  • 166 funds tracked by Wall St. Rank held Trinity Capital as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.