Triumph Capital Management
PTC icon

Triumph Capital Management’s PTC PTC Stock Holding History

Triumph Capital Management’s Portfolio PTC Stock Details PTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.1K Buy
15
+9
+150% +$1.24K ﹤0.01% 1598
2026
Q2 		$682 Sell
6
-19
-76% -$2.56K ﹤0.01% 1700
2026
Q1 		$3.56K Buy
25
+23
+1,150% +$3.64K ﹤0.01% 1412
2025
Q4 		$348 Buy
+2
New +$372 ﹤0.01% 1687

Other funds holding PTC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

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

Triumph Capital Management increased its PTC (PTC) stake by 150% in Q3 2026, buying an estimated $1.24K and bringing the position to 15 shares worth $2.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1598.

Triumph Capital Management first reported a position in PTC in Q4 2025 and has held it in 4 quarters since. The position peaked at $3.56K in Q1 2026. 381 funds tracked by Wall St. Rank hold PTC as of Q3 2026.

  • Triumph Capital Management held 15 shares of PTC worth $2.1K as of Q3 2026.
  • Triumph Capital Management bought 9 PTC shares in Q3 2026, an estimated $1.24K.
  • PTC made up ﹤0.01% of Triumph Capital Management's portfolio in Q3 2026, its #1598 holding.
  • Triumph Capital Management first reported a position in PTC in Q4 2025 and has held it in 4 quarters since.
  • Triumph Capital Management's PTC position peaked at $3.56K in Q1 2026.
  • 381 funds tracked by Wall St. Rank held PTC as of Q3 2026.

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