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Wealthspire Advisors (New York)’s Trinity Capital Inc TRIN Stock Holding History

Wealthspire Advisors (New York)’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
-700
Closed -$10.8K – 2745
2025
Q3 		$10.8K Buy
+700
New +$10.8K ﹤0.01% 1979

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MW
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SIS
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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

Wealthspire Advisors (New York)'s TRIN Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Trinity Capital Inc (TRIN) in Q4 2025, closing a stake of 700 shares — an estimated $10.8K sold.

Wealthspire Advisors (New York) first reported a position in TRIN in Q3 2025 and held it in 1 quarter. The position peaked at $10.8K in Q3 2025. 164 funds tracked by Wall St. Rank hold TRIN as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Trinity Capital Inc position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 700 Trinity Capital Inc shares in Q4 2025, an estimated $10.8K.
  • Wealthspire Advisors (New York) first reported a position in Trinity Capital Inc in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Trinity Capital Inc position peaked at $10.8K in Q3 2025.
  • 164 funds tracked by Wall St. Rank held Trinity Capital Inc as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.