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Triumph Capital Management’s iShares Global Consumer Staples ETF KXI Stock Holding History

Triumph Capital Management’s Portfolio KXI Stock Details KXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$49.5K Sell
738
-825
-53% -$56.7K 0.01% 648
2025
Q4 		$101K Buy
+1,563
New +$101K 0.02% 437
2023
Q1 		– Sell
-6,839
Closed -$408K – 211
2022
Q4 		$408K Buy
6,839
+199
+3% +$11.5K 0.22% 109
2022
Q3 		$356K Buy
+6,640
New +$388K 0.19% 113

Other funds holding KXI

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Triumph Capital Management's KXI Position: Q1 2026 in Review

Triumph Capital Management reduced its iShares Global Consumer Staples ETF (KXI) stake by 53% in Q1 2026, selling an estimated $56.7K and leaving 738 shares worth $49.5K. The position accounts for 0.01% of the portfolio, ranked #648.

Triumph Capital Management first reported a position in KXI in Q3 2022 and has held it in 4 quarters since. The position peaked at $408K in Q4 2022. 127 funds tracked by Wall St. Rank hold KXI as of Q1 2026.

  • Triumph Capital Management held 738 shares of iShares Global Consumer Staples ETF worth $49.5K as of Q1 2026.
  • Triumph Capital Management sold 825 iShares Global Consumer Staples ETF shares in Q1 2026, an estimated $56.7K.
  • iShares Global Consumer Staples ETF made up 0.01% of Triumph Capital Management's portfolio in Q1 2026, its #648 holding.
  • Triumph Capital Management first reported a position in iShares Global Consumer Staples ETF in Q3 2022 and has held it in 4 quarters since.
  • Triumph Capital Management's iShares Global Consumer Staples ETF position peaked at $408K in Q4 2022.
  • 127 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q1 2026.

Based on Triumph Capital Management's 13F filing for Q1 2026, filed 13 May 2026.