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Whipplewood Advisors’s Trinity Capital Inc TRIN Stock Holding History

Whipplewood 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 		– Sell
-28,327
Closed -$415K – 1097
2025
Q4 		$415K Buy
+28,327
New +$422K 0.27% 90

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SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 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
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
EPCM
Eagle Point Credit Management Greenwich, Connecticut $66.2M AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Whipplewood Advisors's TRIN Position: Q1 2026 in Review

Whipplewood Advisors sold out of Trinity Capital Inc (TRIN) in Q1 2026, closing a stake of 28,327 shares — an estimated $415K sold.

Whipplewood Advisors first reported a position in TRIN in Q4 2025 and held it in 1 quarter. The position peaked at $415K in Q4 2025. 166 funds tracked by Wall St. Rank hold TRIN as of Q1 2026.

  • Whipplewood Advisors reported no remaining Trinity Capital Inc position as of Q1 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 28,327 Trinity Capital Inc shares in Q1 2026, an estimated $415K.
  • Whipplewood Advisors first reported a position in Trinity Capital Inc in Q4 2025 and held it in 1 quarter.
  • Whipplewood Advisors's Trinity Capital Inc position peaked at $415K in Q4 2025.
  • 166 funds tracked by Wall St. Rank held Trinity Capital Inc as of Q1 2026.

Based on Whipplewood Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.