PWMAI
TGI

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Triumph Group TGI Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Portfolio TGI Stock Details TGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-750
Closed -$19K – 528
2025
Q1 		$19K Hold
750
– – 0.01% 331
2024
Q4 		$14K Buy
+750
New +$12.5K 0.01% 352

Other funds holding TGI

PAM
PSquared Asset Management Zurich, Switzerland $287M AUM 58.62% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
VOMP
Vision One Management Partners Miami, Florida $232M AUM 49.23% 1-Year Est. Return
ICM
Irenic Capital Management New York $1.54B AUM 12.79% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s TGI Position: Q2 2025 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Triumph Group (TGI) in Q2 2025, closing a stake of 750 shares — an estimated $19K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in TGI in Q4 2024 and held it in 2 quarters. The position peaked at $19K in Q1 2025. 237 funds tracked by Wall St. Rank hold TGI as of Q2 2025.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Triumph Group position as of Q2 2025 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 750 Triumph Group shares in Q2 2025, an estimated $19K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Triumph Group in Q4 2024 and held it in 2 quarters.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Triumph Group position peaked at $19K in Q1 2025.
  • 237 funds tracked by Wall St. Rank held Triumph Group as of Q2 2025.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2025, filed 7 Aug 2026.