INDEPENDENT FINANCIAL GROUP, LLC

Position in TRIN — Trinity Capital Inc.

CIK 275484 SAN DIEGO, CA

Position in TRIN

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$2,023,985

+$890,933 QoQ

Shares Held

113,135

+46.9% QoQ

Ownership

0.119%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#37

of 172 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

INDEPENDENT FINANCIAL GROUP, LLC holds $149,681,093 across 99 Asset Management names. TRIN ranks #21 (1.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BPRE	Bluerock Private Real Estate Fund	1,254,525	$16,321,370
2	PDI	PIMCO Dynamic Income Fund	717,418	$11,980,880
3	ARCC	Ares Capital Corp	460,273	$8,528,858
4	FSK	FS KKR Capital Corp	760,481	$7,985,050
5	PSEC	Prospect Capital Corp	2,485,356	$5,741,172
6	FSCO	FS Credit Opportunities Corp.	1,120,115	$5,589,373
7	PFL	Pimco Income Strategy Fund	524,739	$4,134,943
8	DSL	DoubleLine Income Solutions Fund	352,342	$3,896,902

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,023,985	113,135	+46.9%	Shares	Sole	2026-07-15
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.