Triumph Capital Management
PFF icon

Triumph Capital Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Triumph Capital Management’s Portfolio PFF Stock Details PFF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$792K Buy
26,837
+9,860
+58% +$299K 0.14% 160
2026
Q2 		$518K Buy
16,977
+7,448
+78% +$232K 0.09% 213
2026
Q1 		$289K Buy
9,529
+2,579
+37% +$80.8K 0.06% 275
2025
Q4 		$215K Sell
6,950
-102
-1% -$3.18K 0.05% 296
2025
Q3 		$223K Sell
7,052
-194
-3% -$6.1K 0.06% 288
2025
Q2 		$222K Sell
7,246
-6,225
-46% -$187K 0.07% 266
2025
Q1 		$414K Sell
13,471
-998
-7% -$31.5K 0.14% 177
2024
Q4 		$455K Buy
14,469
+1,085
+8% +$35.4K 0.16% 160
2024
Q3 		$445K Buy
13,384
+76
+0.6% +$2.45K 0.16% 145
2024
Q2 		$420K Sell
13,308
-870
-6% -$27.4K 0.16% 144
2024
Q1 		$458K Sell
14,178
-1,872
-12% -$59.7K 0.19% 124
2023
Q4 		$501K Sell
16,050
-6,887
-30% -$206K 0.21% 97
2023
Q3 		$692K Buy
22,937
+580
+3% +$17.7K 0.31% 75
2023
Q2 		$691K Buy
22,357
+10,121
+83% +$310K 0.31% 66
2023
Q1 		$382K Sell
12,236
-5,695
-32% -$183K 0.2% 104
2022
Q4 		$547K Sell
17,931
-4,168
-19% -$130K 0.29% 80
2022
Q3 		$700K Buy
22,099
+870
+4% +$29.2K 0.38% 59
2022
Q2 		$698K Buy
21,229
+990
+5% +$33.5K 0.37% 59
2022
Q1 		$737K Buy
+20,239
New +$744K 0.32% 73

Other funds holding PFF

First Interstate Bank
First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
GDS Wealth Management
GDS Wealth Management Flower Mound, Texas $2.24B AUM 35.89% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Greenleaf Trust
Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return
SeaBridge Investment Advisors
SeaBridge Investment Advisors Summit, New Jersey $740M AUM 41.8% 1-Year Est. Return
Northside Capital Management
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return
Independence Financial Advisors
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

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

Triumph Capital Management increased its iShares Preferred and Income Securities ETF (PFF) stake by 58% in Q3 2026, buying an estimated $299K and bringing the position to 26,837 shares worth $792K. The position accounts for 0.14% of the portfolio, ranked #160.

Triumph Capital Management first reported a position in PFF in Q1 2022 and has held it in 19 quarters since. 426 funds tracked by Wall St. Rank hold PFF as of Q3 2026.

  • Triumph Capital Management held 26,837 shares of iShares Preferred and Income Securities ETF worth $792K as of Q3 2026.
  • Triumph Capital Management bought 9,860 iShares Preferred and Income Securities ETF shares in Q3 2026, an estimated $299K.
  • iShares Preferred and Income Securities ETF made up 0.14% of Triumph Capital Management's portfolio in Q3 2026, its #160 holding.
  • Triumph Capital Management first reported a position in iShares Preferred and Income Securities ETF in Q1 2022 and has held it in 19 quarters since.
  • 426 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2026.

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