Triumph Capital Management
LDP icon

Triumph Capital Management’s Cohen & Steers Duration Preferred & Income Fund LDP Stock Holding History

Triumph Capital Management’s Portfolio LDP Stock Details LDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$17.4K Hold
900
– – ﹤0.01% 1018
2026
Q2 		$19K Hold
900
– – ﹤0.01% 953
2026
Q1 		$18K Buy
900
+100
+13% +$2.1K ﹤0.01% 931
2025
Q4 		$16.9K Buy
+800
New +$17.1K ﹤0.01% 917

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Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Greatmark Investment Partners
Greatmark Investment Partners Columbus, Georgia $931M AUM 15.38% 1-Year Est. Return
Rareview Capital
Rareview Capital Las Vegas, Nevada $212M AUM 1.13% 1-Year Est. Return
Oder Investment Management
Oder Investment Management Woodland Hills, California $154M AUM 15.46% 1-Year Est. Return
Platt Wealth Management
Platt Wealth Management San Diego, California $129M AUM 17.42% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

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

Triumph Capital Management held its Cohen & Steers Duration Preferred & Income Fund (LDP) position steady in Q3 2026 at 900 shares worth $17.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1018.

Triumph Capital Management first reported a position in LDP in Q4 2025 and has held it in 4 quarters since. The position peaked at $19K in Q2 2026. 44 funds tracked by Wall St. Rank hold LDP as of Q3 2026.

  • Triumph Capital Management held 900 shares of Cohen & Steers Duration Preferred & Income Fund worth $17.4K as of Q3 2026.
  • Triumph Capital Management left its Cohen & Steers Duration Preferred & Income Fund share count unchanged in Q3 2026.
  • Cohen & Steers Duration Preferred & Income Fund made up ﹤0.01% of Triumph Capital Management's portfolio in Q3 2026, its #1018 holding.
  • Triumph Capital Management first reported a position in Cohen & Steers Duration Preferred & Income Fund in Q4 2025 and has held it in 4 quarters since.
  • Triumph Capital Management's Cohen & Steers Duration Preferred & Income Fund position peaked at $19K in Q2 2026.
  • 44 funds tracked by Wall St. Rank held Cohen & Steers Duration Preferred & Income Fund as of Q3 2026.

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