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Trinity Cap shares owned by United Capital Financial Advisers

Quarter-by-quarter ownership of Trinity Cap (TRIN) shares owned by United Capital Financial Advisers from 13F filings

Historical chart of United Capital Financial Advisers investment in Trinity Cap

Tip: Access up to 7 years of quarterly data

All positions including Trinity Cap held by United Capital Financial Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Trinity Cap by United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2025-09-30 $409k 26k 15.48

More positions owned by United Capital Financial Advisers

Vanguard S&p 500 Etf Exchange Traded Fund (VOO)
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)
Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Apple Common Stock (AAPL)
Repligen Corp Common Stock (RGEN)
Microsoft Corp Common Stock (MSFT)
Nvidia Corp Common Stock (NVDA)
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)
Vanguard Interm-term Bond Etf Exchange Traded Fund (BIV)
Vanguard Value Etf Exchange Traded Fund (VTV)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Ishares Core Msci Emerging Markets Etf Exchange Traded Fund (IEMG)
Alphabet Inc Class A Common Stock (GOOGL)
Ishares Core Universal Usd Bond Etf Exchange Traded Fund (IUSB)
Ishares Us Treasury Bond Etf Exchange Traded Fund (GOVT)

View all positions for United Capital Financial Advisers

Top funds holding Trinity Cap

Van Eck Associates Corp.
Melia Wealth
Marshall Wace
Two Sigma Investments
Rockefeller Capital Management
Invesco
UBS Group
Emerald Advisers
Franklin Resources
Two Sigma Advisers
Emerald Mutual Fund Advisers, Trust
Ares Management
LPL Financial
BlackRock
Qube Research & Technologies

View all funds holding Trinity Cap