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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
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

EFG
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return

Triumph Capital Management's MBS Position: Q2 2026 in Review

Triumph Capital Management increased its Angel Oak Mortgage-Backed Securities ETF (MBS) stake by 507% in Q2 2026, buying an estimated $659 and bringing the position to 91 shares worth $785. The position accounts for ﹤0.01% of the portfolio, ranked #1691.

Triumph Capital Management first reported a position in MBS in Q4 2025 and has held it in 3 quarters since. 5 funds tracked by Wall St. Rank hold MBS as of Q2 2026.

  • Triumph Capital Management held 91 shares of Angel Oak Mortgage-Backed Securities ETF worth $785 as of Q2 2026.
  • Triumph Capital Management bought 76 Angel Oak Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $659.
  • Angel Oak Mortgage-Backed Securities ETF made up ﹤0.01% of Triumph Capital Management's portfolio in Q2 2026, its #1691 holding.
  • Triumph Capital Management first reported a position in Angel Oak Mortgage-Backed Securities ETF in Q4 2025 and has held it in 3 quarters since.
  • 5 funds tracked by Wall St. Rank held Angel Oak Mortgage-Backed Securities ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.