Triumph Capital Management’s CTO Realty Growth CTO Stock Holding History

Triumph Capital Management’s Portfolio CTO Stock Details CTO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$52.1K	Sell	2,420 -212	-8%	-$4.29K	0.01%	665
2026 Q1	$48.7K	Sell	2,632 -685	-21%	-$12.8K	0.01%	650
2025 Q4	$61.1K	Sell	3,317 -9,903	-75%	-$169K	0.01%	560
2025 Q3	$215K	Sell	13,220 -3,796	-22%	-$64.1K	0.06%	294
2025 Q2	$294K	Buy	17,016 +1,388	+9%	+$25.1K	0.09%	226
2025 Q1	$302K	Buy	15,628 +1,388	+10%	+$26.9K	0.1%	210
2024 Q4	$281K	Sell	14,240 -150	-1%	-$2.95K	0.1%	223
2024 Q3	$274K	Buy	+14,390	New	+$274K	0.1%	217

Other funds holding CTO

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SIC

Sage Investment Counsel Franklin, Tennessee $99.9M AUM 18.09% 1-Year Est. Return

Somerset Trust Somerset, Pennsylvania $354M AUM 26.54% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Triumph Capital Management's CTO Position: Q2 2026 in Review

Triumph Capital Management reduced its CTO Realty Growth (CTO) stake by 8.1% in Q2 2026, selling an estimated $4.29K and leaving 2,420 shares worth $52.1K. The position accounts for 0.01% of the portfolio, ranked #665.

Triumph Capital Management first reported a position in CTO in Q3 2024 and has held it in 8 quarters since. The position peaked at $302K in Q1 2025. 28 funds tracked by Wall St. Rank hold CTO as of Q2 2026.

Triumph Capital Management held 2,420 shares of CTO Realty Growth worth $52.1K as of Q2 2026.
Triumph Capital Management sold 212 CTO Realty Growth shares in Q2 2026, an estimated $4.29K.
CTO Realty Growth made up 0.01% of Triumph Capital Management's portfolio in Q2 2026, its #665 holding.
Triumph Capital Management first reported a position in CTO Realty Growth in Q3 2024 and has held it in 8 quarters since.
Triumph Capital Management's CTO Realty Growth position peaked at $302K in Q1 2025.
28 funds tracked by Wall St. Rank held CTO Realty Growth as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.