TCM
ARDC

Triumph Capital Management’s Are Dynamic Credit Allocation Fund ARDC Stock Holding History

Triumph Capital Management’s Portfolio ARDC Stock Details ARDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.73K Hold
800
– – ﹤0.01% 1131
2025
Q4 		$10.6K Buy
+800
New +$10.8K ﹤0.01% 1059

Other funds holding ARDC

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $811M AUM 18.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Triumph Capital Management's ARDC Position: Q1 2026 in Review

Triumph Capital Management held its Are Dynamic Credit Allocation Fund (ARDC) position steady in Q1 2026 at 800 shares worth $9.73K. The position accounts for ﹤0.01% of the portfolio, ranked #1131.

Triumph Capital Management first reported a position in ARDC in Q4 2025 and has held it in 2 quarters since. The position peaked at $10.6K in Q4 2025. 66 funds tracked by Wall St. Rank hold ARDC as of Q1 2026.

  • Triumph Capital Management held 800 shares of Are Dynamic Credit Allocation Fund worth $9.73K as of Q1 2026.
  • Triumph Capital Management left its Are Dynamic Credit Allocation Fund share count unchanged in Q1 2026.
  • Are Dynamic Credit Allocation Fund made up ﹤0.01% of Triumph Capital Management's portfolio in Q1 2026, its #1131 holding.
  • Triumph Capital Management first reported a position in Are Dynamic Credit Allocation Fund in Q4 2025 and has held it in 2 quarters since.
  • Triumph Capital Management's Are Dynamic Credit Allocation Fund position peaked at $10.6K in Q4 2025.
  • 66 funds tracked by Wall St. Rank held Are Dynamic Credit Allocation Fund as of Q1 2026.

Based on Triumph Capital Management's 13F filing for Q1 2026, filed 13 May 2026.