Triumph Capital Management
MBS icon

Triumph Capital Management’s Angel Oak Mortgage-Backed Securities ETF MBS Stock Holding History

Triumph Capital Management’s Portfolio MBS Stock Details MBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$743 Hold
91
– – ﹤0.01% 1739
2026
Q2 		$785 Buy
91
+76
+507% +$659 ﹤0.01% 1691
2026
Q1 		$131 Hold
15
– – ﹤0.01% 1792
2025
Q4 		$131 Buy
+15
New +$132 ﹤0.01% 1735

Other funds holding MBS

Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Goldstone Financial Group
Goldstone Financial Group Oakbrook Terrace, Illinois $1.06B AUM 14.29% 1-Year Est. Return
Angel Oak Capital Advisors
Angel Oak Capital Advisors Atlanta, Georgia $73.3M AUM 2.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Embree Financial Group
Embree Financial Group Chicago, Illinois $1.02B AUM 18.05% 1-Year Est. Return
Patten & Patten
Patten & Patten Chattanooga, Tennessee $1.91B AUM 21.06% 1-Year Est. Return
RFG Advisory
RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
J. Team Financial
J. Team Financial Abilene, Texas $115M AUM 23.85% 1-Year Est. Return

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

Triumph Capital Management held its Angel Oak Mortgage-Backed Securities ETF (MBS) position steady in Q3 2026 at 91 shares worth $743. The position accounts for ﹤0.01% of the portfolio, ranked #1739.

Triumph Capital Management first reported a position in MBS in Q4 2025 and has held it in 4 quarters since. The position peaked at $785 in Q2 2026. 28 funds tracked by Wall St. Rank hold MBS as of Q3 2026.

  • Triumph Capital Management held 91 shares of Angel Oak Mortgage-Backed Securities ETF worth $743 as of Q3 2026.
  • Triumph Capital Management left its Angel Oak Mortgage-Backed Securities ETF share count unchanged in Q3 2026.
  • Angel Oak Mortgage-Backed Securities ETF made up ﹤0.01% of Triumph Capital Management's portfolio in Q3 2026, its #1739 holding.
  • Triumph Capital Management first reported a position in Angel Oak Mortgage-Backed Securities ETF in Q4 2025 and has held it in 4 quarters since.
  • Triumph Capital Management's Angel Oak Mortgage-Backed Securities ETF position peaked at $785 in Q2 2026.
  • 28 funds tracked by Wall St. Rank held Angel Oak Mortgage-Backed Securities ETF as of Q3 2026.

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