Triumph Capital Management
FDS icon

Triumph Capital Management’s Factset FDS Stock Holding History

Triumph Capital Management’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.35K Hold
5
– – ﹤0.01% 1661
2026
Q2 		$1.15K Hold
5
– – ﹤0.01% 1649
2026
Q1 		$1.08K Hold
5
– – ﹤0.01% 1632
2025
Q4 		$1.45K Buy
+5
New +$1.4K ﹤0.01% 1519

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ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
State of Michigan Retirement System
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return
Yacktman Asset Management
Yacktman Asset Management Austin, Texas $8.38B AUM 19.52% 1-Year Est. Return

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

Triumph Capital Management held its Factset (FDS) position steady in Q3 2026 at 5 shares worth $1.35K. The position accounts for ﹤0.01% of the portfolio, ranked #1661.

Triumph Capital Management first reported a position in FDS in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.45K in Q4 2025. 411 funds tracked by Wall St. Rank hold FDS as of Q3 2026.

  • Triumph Capital Management held 5 shares of Factset worth $1.35K as of Q3 2026.
  • Triumph Capital Management left its Factset share count unchanged in Q3 2026.
  • Factset made up ﹤0.01% of Triumph Capital Management's portfolio in Q3 2026, its #1661 holding.
  • Triumph Capital Management first reported a position in Factset in Q4 2025 and has held it in 4 quarters since.
  • Triumph Capital Management's Factset position peaked at $1.45K in Q4 2025.
  • 411 funds tracked by Wall St. Rank held Factset as of Q3 2026.

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