TCM
REFI

Triumph Capital Management’s Chicago Atlantic Real Estate Finance REFI Stock Holding History

Triumph Capital Management’s Portfolio REFI Stock Details REFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.68K Hold
250
– – ﹤0.01% 1520
2026
Q1 		$2.95K Hold
250
– – ﹤0.01% 1467
2025
Q4 		$3.06K Buy
+250
New +$3.19K ﹤0.01% 1393

Other funds holding REFI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FCG
Fielder Capital Group Nashville, Tennessee $462M AUM 37.71% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return
CF
CDC Financial Chicago, Illinois $239M AUM
CP
Clayton Partners Berkeley, California $152M AUM 42.38% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Triumph Capital Management held its Chicago Atlantic Real Estate Finance (REFI) position steady in Q2 2026 at 250 shares worth $2.68K. The position accounts for ﹤0.01% of the portfolio, ranked #1520.

Triumph Capital Management first reported a position in REFI in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.06K in Q4 2025. 100 funds tracked by Wall St. Rank hold REFI as of Q2 2026.

  • Triumph Capital Management held 250 shares of Chicago Atlantic Real Estate Finance worth $2.68K as of Q2 2026.
  • Triumph Capital Management left its Chicago Atlantic Real Estate Finance share count unchanged in Q2 2026.
  • Chicago Atlantic Real Estate Finance made up ﹤0.01% of Triumph Capital Management's portfolio in Q2 2026, its #1520 holding.
  • Triumph Capital Management first reported a position in Chicago Atlantic Real Estate Finance in Q4 2025 and has held it in 3 quarters since.
  • Triumph Capital Management's Chicago Atlantic Real Estate Finance position peaked at $3.06K in Q4 2025.
  • 100 funds tracked by Wall St. Rank held Chicago Atlantic Real Estate Finance as of Q2 2026.

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