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Triumph Capital Management’s Trex TREX Stock Holding History

Triumph Capital Management’s Portfolio TREX Stock Details TREX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5K Hold
100
– – ﹤0.01% 1345
2026
Q1 		$3.64K Hold
100
– – ﹤0.01% 1406
2025
Q4 		$3.51K Buy
+100
New +$4.04K ﹤0.01% 1360

Other funds holding TREX

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RSC
Red Spruce Capital Berwyn, Pennsylvania $287M AUM 38.81% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

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

Triumph Capital Management held its Trex (TREX) position steady in Q2 2026 at 100 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1345.

Triumph Capital Management first reported a position in TREX in Q4 2025 and has held it in 3 quarters since. 63 funds tracked by Wall St. Rank hold TREX as of Q2 2026.

  • Triumph Capital Management held 100 shares of Trex worth $5K as of Q2 2026.
  • Triumph Capital Management left its Trex share count unchanged in Q2 2026.
  • Trex made up ﹤0.01% of Triumph Capital Management's portfolio in Q2 2026, its #1345 holding.
  • Triumph Capital Management first reported a position in Trex in Q4 2025 and has held it in 3 quarters since.
  • 63 funds tracked by Wall St. Rank held Trex as of Q2 2026.

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