Triumph Capital Management
ECAT icon

Triumph Capital Management’s BlackRock ESG Capital Allocation Term Trust ECAT Stock Holding History

Triumph Capital Management’s Portfolio ECAT Stock Details ECAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$37.8K Hold
2,725
– – 0.01% 779
2026
Q2 		$42.8K Sell
2,725
-725
-21% -$10.9K 0.01% 719
2026
Q1 		$46.9K Hold
3,450
– – 0.01% 663
2025
Q4 		$53.1K Buy
+3,450
New +$55.3K 0.01% 599

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Wealth Effects
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Pinnacle Bancorp
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Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Mather Group
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Farther Finance Advisors
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AssetMark Inc
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Triumph Capital Management's ECAT Position: Q3 2026 in Review

Triumph Capital Management held its BlackRock ESG Capital Allocation Term Trust (ECAT) position steady in Q3 2026 at 2,725 shares worth $37.8K. The position accounts for 0.01% of the portfolio, ranked #779.

Triumph Capital Management first reported a position in ECAT in Q4 2025 and has held it in 4 quarters since. The position peaked at $53.1K in Q4 2025. 13 funds tracked by Wall St. Rank hold ECAT as of Q3 2026.

  • Triumph Capital Management held 2,725 shares of BlackRock ESG Capital Allocation Term Trust worth $37.8K as of Q3 2026.
  • Triumph Capital Management left its BlackRock ESG Capital Allocation Term Trust share count unchanged in Q3 2026.
  • BlackRock ESG Capital Allocation Term Trust made up 0.01% of Triumph Capital Management's portfolio in Q3 2026, its #779 holding.
  • Triumph Capital Management first reported a position in BlackRock ESG Capital Allocation Term Trust in Q4 2025 and has held it in 4 quarters since.
  • Triumph Capital Management's BlackRock ESG Capital Allocation Term Trust position peaked at $53.1K in Q4 2025.
  • 13 funds tracked by Wall St. Rank held BlackRock ESG Capital Allocation Term Trust as of Q3 2026.

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