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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
Q1 		$1.77K Hold
500
– – ﹤0.01% 1548
2025
Q4 		$2.38K Buy
+500
New +$2.88K ﹤0.01% 1440

Other funds holding OFS

IAIM
International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return
VIA
Virtus Investment Advisers Hartford, Connecticut $363M AUM 34.89% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

Triumph Capital Management's OFS Position: Q1 2026 in Review

Triumph Capital Management held its OFS Capital (OFS) position steady in Q1 2026 at 500 shares worth $1.77K. The position accounts for ﹤0.01% of the portfolio, ranked #1548.

Triumph Capital Management first reported a position in OFS in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.38K in Q4 2025. 32 funds tracked by Wall St. Rank hold OFS as of Q1 2026.

  • Triumph Capital Management held 500 shares of OFS Capital worth $1.77K as of Q1 2026.
  • Triumph Capital Management left its OFS Capital share count unchanged in Q1 2026.
  • OFS Capital made up ﹤0.01% of Triumph Capital Management's portfolio in Q1 2026, its #1548 holding.
  • Triumph Capital Management first reported a position in OFS Capital in Q4 2025 and has held it in 2 quarters since.
  • Triumph Capital Management's OFS Capital position peaked at $2.38K in Q4 2025.
  • 32 funds tracked by Wall St. Rank held OFS Capital as of Q1 2026.

Based on Triumph Capital Management's 13F filing for Q1 2026, filed 13 May 2026.