Triumph Capital Management
CORP icon

Triumph Capital Management’s PIMCO Investment Grade Corporate Bond Exchange-Traded Fund CORP Stock Holding History

Triumph Capital Management’s Portfolio CORP Stock Details CORP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$104K Buy
1,131
+16
+1% +$1.52K 0.02% 493
2026
Q2 		$108K Sell
1,115
-266
-19% -$25.8K 0.02% 472
2026
Q1 		$134K Hold
1,381
– – 0.03% 405
2025
Q4 		$135K Buy
+1,381
New +$136K 0.03% 372
2025
Q1 		– Sell
-2,573
Closed -$245K – 281
2024
Q4 		$245K Sell
2,573
-371
-13% -$36K 0.08% 239
2024
Q3 		$293K Sell
2,944
-457
-13% -$44.6K 0.1% 211
2024
Q2 		$323K Sell
3,401
-683
-17% -$64.7K 0.13% 168
2024
Q1 		$390K Sell
4,084
-14
-0.3% -$1.34K 0.16% 138
2023
Q4 		$400K Sell
4,098
-268
-6% -$24.8K 0.17% 117
2023
Q3 		$398K Buy
4,366
+275
+7% +$25.6K 0.18% 119
2023
Q2 		$388K Sell
4,091
-912
-18% -$86.8K 0.18% 123
2023
Q1 		$481K Sell
5,003
-491
-9% -$46.7K 0.25% 78
2022
Q4 		$513K Buy
5,494
+310
+6% +$28.6K 0.27% 84
2022
Q3 		$473K Sell
5,184
-114
-2% -$11K 0.26% 95
2022
Q2 		$511K Sell
5,298
-1,573
-23% -$155K 0.27% 90
2022
Q1 		$716K Buy
6,871
+801
+13% +$85.9K 0.31% 78
2021
Q4 		$685K Buy
6,070
+577
+11% +$65.4K 0.3% 81
2021
Q3 		$624K Buy
+5,493
New +$632K 0.29% 91

Other funds holding CORP

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
RAM Investment Partners
RAM Investment Partners Bellevue, Washington $631M AUM 11.73% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return
Mokosak Advisory Group
Mokosak Advisory Group Urbandale, Iowa $454M AUM 14.41% 1-Year Est. Return
RFG Advisory
RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
NewEdge Advisors
NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return
XML Financial
XML Financial Bethesda, Maryland $1.39B AUM 19.06% 1-Year Est. Return

Triumph Capital Management's CORP Position: Q3 2026 in Review

Triumph Capital Management increased its PIMCO Investment Grade Corporate Bond Exchange-Traded Fund (CORP) stake by 1.4% in Q3 2026, buying an estimated $1.52K and bringing the position to 1,131 shares worth $104K. The position accounts for 0.02% of the portfolio, ranked #493.

Triumph Capital Management first reported a position in CORP in Q3 2021 and has held it in 18 quarters since. The position peaked at $716K in Q1 2022. 163 funds tracked by Wall St. Rank hold CORP as of Q3 2026.

  • Triumph Capital Management held 1,131 shares of PIMCO Investment Grade Corporate Bond Exchange-Traded Fund worth $104K as of Q3 2026.
  • Triumph Capital Management bought 16 PIMCO Investment Grade Corporate Bond Exchange-Traded Fund shares in Q3 2026, an estimated $1.52K.
  • PIMCO Investment Grade Corporate Bond Exchange-Traded Fund made up 0.02% of Triumph Capital Management's portfolio in Q3 2026, its #493 holding.
  • Triumph Capital Management first reported a position in PIMCO Investment Grade Corporate Bond Exchange-Traded Fund in Q3 2021 and has held it in 18 quarters since.
  • Triumph Capital Management's PIMCO Investment Grade Corporate Bond Exchange-Traded Fund position peaked at $716K in Q1 2022.
  • 163 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Exchange-Traded Fund as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.