Position in CASS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$17,346
+$2,468 QoQ
Shares Held
338
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#139
of 169 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CASS Over Time
Shares Held
Position Value (USD)
Position in Specialty Business Services
Industrials · as of Jun 30, 2026Triumph Capital Management holds $67,169 across 7 Specialty Business Services names. CASS ranks #2 (25.8% of the industry book) .
All Filings in CASS
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,346 | 338 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $14,878 | 338 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $14,033 | 338 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||