Triumph Capital Management’s Osprey Bitcoin Trust OBTC Stock Holding History

Triumph Capital Management’s Portfolio OBTC Stock Details OBTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-500	Closed	-$10.9K	–	1929
2026 Q1	$10.9K	Hold	500	–	–	﹤0.01%	1096
2025 Q4	$14.1K	Buy	+500	New	+$14.1K	﹤0.01%	969

Other funds holding OBTC

GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

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

Triumph Capital Management sold out of Osprey Bitcoin Trust (OBTC) in Q2 2026, closing a stake of 500 shares — an estimated $10.9K sold.

Triumph Capital Management first reported a position in OBTC in Q4 2025 and held it in 2 quarters. The position peaked at $14.1K in Q4 2025. 2 funds tracked by Wall St. Rank hold OBTC as of Q2 2026.

Triumph Capital Management reported no remaining Osprey Bitcoin Trust position as of Q2 2026 after selling out during the quarter.
Triumph Capital Management sold 500 Osprey Bitcoin Trust shares in Q2 2026, an estimated $10.9K.
Triumph Capital Management first reported a position in Osprey Bitcoin Trust in Q4 2025 and held it in 2 quarters.
Triumph Capital Management's Osprey Bitcoin Trust position peaked at $14.1K in Q4 2025.
2 funds tracked by Wall St. Rank held Osprey Bitcoin Trust as of Q2 2026.

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