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Triumph Capital Management’s OFS Capital OFS Stock Holding History

Triumph Capital Management’s Portfolio OFS Stock Details OFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.77K Hold
500
– – ﹤0.01% 1584
2026
Q1 		$1.77K Hold
500
– – ﹤0.01% 1548
2025
Q4 		$2.38K Buy
+500
New +$2.88K ﹤0.01% 1440

Other funds holding OFS

CCM
Callodine Capital Management Boston, Massachusetts $1.53B AUM 18.8% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
VIA
Virtus Investment Advisers Hartford, Connecticut $429M AUM 52.52% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $13.9B AUM 53.47% 1-Year Est. Return
CAM
Concorde Asset Management Ann Arbor, Michigan $173M AUM 33.08% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $21.7B AUM 41.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return

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

Triumph Capital Management held its OFS Capital (OFS) position steady in Q2 2026 at 500 shares worth $1.77K. The position accounts for ﹤0.01% of the portfolio, ranked #1584.

Triumph Capital Management first reported a position in OFS in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.38K in Q4 2025. 22 funds tracked by Wall St. Rank hold OFS as of Q2 2026.

  • Triumph Capital Management held 500 shares of OFS Capital worth $1.77K as of Q2 2026.
  • Triumph Capital Management left its OFS Capital share count unchanged in Q2 2026.
  • OFS Capital made up ﹤0.01% of Triumph Capital Management's portfolio in Q2 2026, its #1584 holding.
  • Triumph Capital Management first reported a position in OFS Capital in Q4 2025 and has held it in 3 quarters since.
  • Triumph Capital Management's OFS Capital position peaked at $2.38K in Q4 2025.
  • 22 funds tracked by Wall St. Rank held OFS Capital as of Q2 2026.

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