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Trinity Cap shares owned by Captrust Financial Advisors

Quarter-by-quarter ownership of Trinity Cap (TRIN) shares owned by Captrust Financial Advisors from 13F filings

Historical chart of Captrust Financial Advisors investment in Trinity Cap

Tip: Access up to 7 years of quarterly data

All positions including Trinity Cap held by Captrust Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Trinity Cap by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $268k 18k 14.53
2023-09-30 $429k 31k 13.92
2023-06-30 $375k 28k 13.26
2022-06-30 $1.3M 90k 14.47

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Ishares Ibonds Dec 2025 Term Treasury Etf Etf (IBTF)
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View all positions for Captrust Financial Advisors

Top funds holding Trinity Cap

Greenwich Investment Management
Melia Wealth
Van Eck Associates Corp.
Rockefeller Capital Management
Emerald Advisers
Emerald Mutual Fund Advisers, Trust
Goldman Sachs Group
Stifel Financial
Alliancebernstein
Morgan Stanley
T. Rowe Price Associates
Ameriprise Financial
Ambassador Advisors
UBS Group
BlackRock

View all funds holding Trinity Cap