INDEPENDENT FINANCIAL GROUP, LLC

Position in TRIN — Trinity Capital Inc.

CIK 275484 SAN DIEGO, CA

Position in TRIN

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$1,133,052

-$693,744 QoQ

Shares Held

77,026

-38.2% QoQ

Ownership

0.086%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

INDEPENDENT FINANCIAL GROUP, LLC holds $154,834,786 across 101 Asset Management names. TRIN ranks #30 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BPRE	Bluerock Private Real Estate Fund	1,156,813	$19,214,663
2	FSK	FS KKR Capital Corp	1,396,710	$14,218,507
3	PDI	PIMCO Dynamic Income Fund	731,544	$12,516,717
4	PSEC	Prospect Capital Corp	3,460,351	$9,031,516
5	ARCC	Ares Capital Corp	273,308	$4,925,010
6	PFL	Pimco Income Strategy Fund	550,155	$4,401,240
7	FSCO	FS Credit Opportunities Corp.	815,511	$4,159,106
8	DSL	DoubleLine Income Solutions Fund	366,801	$3,972,454

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,133,052	77,026	-38.2%	Shares	Sole	2026-05-15
2025-12-31	$1,826,796	124,696	+67.5%	Shares	Sole	2026-05-15
2025-09-30	$1,152,656	74,461	+22.0%	Shares	Sole	2026-05-15
2025-06-30	$858,931	61,047	+31.6%	Shares	Sole	2026-05-15
2025-03-31	$703,393	46,398	+1.5%	Shares	Sole	2026-05-19
2024-12-31	$661,264	45,699	+31.0%	Shares	Sole	2026-06-12
2024-09-30	$473,389	34,885	+14.3%	Shares	Sole	2026-06-12
2024-06-30	$431,552	30,520	+4.1%	Shares	Sole	2026-06-12
2024-03-31	$430,417	29,320	+7.4%	Shares	Sole	2026-06-12
2023-12-31	$396,669	27,300	0.0%	Shares	Sole	2026-06-12
2023-09-30	$380,016	27,300	+103.7%	Shares	Sole	2026-06-12
2023-06-30	$177,684	13,400	0.0%	Shares	Sole	2026-06-12
2023-03-31	$170,582	13,400	—	Shares	Sole	2026-06-12
No filing history on record for this holder in this stock.