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Trinity Cap shares owned by Accel Wealth Management

Quarter-by-quarter ownership of Trinity Cap (TRIN) shares owned by Accel Wealth Management from 13F filings

Historical chart of Accel Wealth Management investment in Trinity Cap

Tip: Access up to 7 years of quarterly data

All positions including Trinity Cap held by Accel Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Trinity Cap by Accel Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $176k 12k 14.65

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Ishares Tr Core Div Grwth (DGRO)
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Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Value Etf (VTV)
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Ishares Tr Us Aer Def Etf (ITA)
Vanguard Whitehall Fds High Div Yld (VYM)

View all positions for Accel Wealth Management

Top funds holding Trinity Cap

Van Eck Associates Corp.
Rockefeller Capital Management
Melia Wealth
UBS Group
Invesco
Two Sigma Investments
Sound Income Strategies
Emerald Advisers
Franklin Resources
Two Sigma Advisers
Emerald Mutual Fund Advisers, Trust
Ares Management
BlackRock
Marshall Wace
Stifel Financial

View all funds holding Trinity Cap