Triumph Capital Management
DFSV icon

Triumph Capital Management’s U.S. Small Cap Value Portfolio ETF Class Shares DFSV Stock Holding History

Triumph Capital Management’s Portfolio DFSV Stock Details DFSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$326K Buy
8,704
+13
+0.1% +$514 0.06% 291
2026
Q2 		$337K Sell
8,691
-288
-3% -$10.8K 0.06% 280
2026
Q1 		$315K Sell
8,979
-1,719
-16% -$60.8K 0.06% 265
2025
Q4 		$352K Buy
+10,698
New +$344K 0.08% 230

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Modera Wealth Management
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LPL Financial
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Creative Planning
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Arista Wealth Management
Arista Wealth Management Las Vegas, Nevada $935M AUM 16.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
Seaside Wealth Management
Seaside Wealth Management Carlsbad, California $408M AUM 13.85% 1-Year Est. Return

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

Triumph Capital Management increased its U.S. Small Cap Value Portfolio ETF Class Shares (DFSV) stake by 0.15% in Q3 2026, buying an estimated $514 and bringing the position to 8,704 shares worth $326K. The position accounts for 0.06% of the portfolio, ranked #291.

Triumph Capital Management first reported a position in DFSV in Q4 2025 and has held it in 4 quarters since. The position peaked at $352K in Q4 2025. 261 funds tracked by Wall St. Rank hold DFSV as of Q3 2026.

  • Triumph Capital Management held 8,704 shares of U.S. Small Cap Value Portfolio ETF Class Shares worth $326K as of Q3 2026.
  • Triumph Capital Management bought 13 U.S. Small Cap Value Portfolio ETF Class Shares shares in Q3 2026, an estimated $514.
  • U.S. Small Cap Value Portfolio ETF Class Shares made up 0.06% of Triumph Capital Management's portfolio in Q3 2026, its #291 holding.
  • Triumph Capital Management first reported a position in U.S. Small Cap Value Portfolio ETF Class Shares in Q4 2025 and has held it in 4 quarters since.
  • Triumph Capital Management's U.S. Small Cap Value Portfolio ETF Class Shares position peaked at $352K in Q4 2025.
  • 261 funds tracked by Wall St. Rank held U.S. Small Cap Value Portfolio ETF Class Shares as of Q3 2026.

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