Triumph Capital Management
LIEN icon

Triumph Capital Management’s Chicago Atlantic BDC LIEN Stock Holding History

Triumph Capital Management’s Portfolio LIEN Stock Details LIEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$68.9K Buy
7,225
+500
+7% +$4.92K 0.01% 603
2026
Q2 		$65.7K Buy
6,725
+2,420
+56% +$23.4K 0.01% 601
2026
Q1 		$41.7K Buy
4,305
+1,200
+39% +$12.2K 0.01% 690
2025
Q4 		$32.1K Buy
+3,105
New +$32.5K 0.01% 734

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Condor Capital Management
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HighTower Advisors
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SCS Capital Management
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Raymond James Financial
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BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Transce3nd
Transce3nd Kyle, Texas $100M AUM 13.58% 1-Year Est. Return
Ritholtz Wealth Management
Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return

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

Triumph Capital Management increased its Chicago Atlantic BDC (LIEN) stake by 7.4% in Q3 2026, buying an estimated $4.92K and bringing the position to 7,225 shares worth $68.9K. The position accounts for 0.01% of the portfolio, ranked #603.

Triumph Capital Management first reported a position in LIEN in Q4 2025 and has held it in 4 quarters since. 37 funds tracked by Wall St. Rank hold LIEN as of Q3 2026.

  • Triumph Capital Management held 7,225 shares of Chicago Atlantic BDC worth $68.9K as of Q3 2026.
  • Triumph Capital Management bought 500 Chicago Atlantic BDC shares in Q3 2026, an estimated $4.92K.
  • Chicago Atlantic BDC made up 0.01% of Triumph Capital Management's portfolio in Q3 2026, its #603 holding.
  • Triumph Capital Management first reported a position in Chicago Atlantic BDC in Q4 2025 and has held it in 4 quarters since.
  • 37 funds tracked by Wall St. Rank held Chicago Atlantic BDC as of Q3 2026.

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