Triumph Capital Management
LRGF icon

Triumph Capital Management’s iShares US Equity Factor ETF LRGF Stock Holding History

Triumph Capital Management’s Portfolio LRGF Stock Details LRGF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$26.2K Hold
336
– – ﹤0.01% 886
2026
Q2 		$25.4K Hold
336
– – ﹤0.01% 867
2026
Q1 		$22.2K Hold
336
– – ﹤0.01% 856
2025
Q4 		$23.3K Buy
+336
New +$23.3K 0.01% 819

Other funds holding LRGF

Halbert Hargrove Global Advisors
Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return
Clearwater Capital Advisors
Clearwater Capital Advisors Hoffman Estates, Illinois $1.39B AUM 12.56% 1-Year Est. Return
Ullmann Wealth Partners Group
Ullmann Wealth Partners Group Jacksonville Beach, Florida $1.12B AUM 13.4% 1-Year Est. Return
Atomi Financial Group
Atomi Financial Group New York $3.91B AUM 21.86% 1-Year Est. Return
Cardinal Point Capital Management
Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return
Cora Capital Advisors
Cora Capital Advisors Marlton, New Jersey $379M AUM 21.59% 1-Year Est. Return

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

Triumph Capital Management held its iShares US Equity Factor ETF (LRGF) position steady in Q3 2026 at 336 shares worth $26.2K. The position accounts for ﹤0.01% of the portfolio, ranked #886.

Triumph Capital Management first reported a position in LRGF in Q4 2025 and has held it in 4 quarters since. 145 funds tracked by Wall St. Rank hold LRGF as of Q3 2026.

  • Triumph Capital Management held 336 shares of iShares US Equity Factor ETF worth $26.2K as of Q3 2026.
  • Triumph Capital Management left its iShares US Equity Factor ETF share count unchanged in Q3 2026.
  • iShares US Equity Factor ETF made up ﹤0.01% of Triumph Capital Management's portfolio in Q3 2026, its #886 holding.
  • Triumph Capital Management first reported a position in iShares US Equity Factor ETF in Q4 2025 and has held it in 4 quarters since.
  • 145 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q3 2026.

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