Triumph Capital Management

Position in TWO-PC — Two Harbors Investment Corp.

CIK 1730765 DENVER, CO

Position in TWO-PC

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$29,523

+$2,275 QoQ

Shares Held

2,379

-0.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#159

of 228 holders

Holding Since

Dec 2022

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Triumph Capital Management holds $3,456,201 across 20 REIT - Mortgage names. TWO-PC ranks #7 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NLY	Annaly Capital Management Inc	80,902	$1,808,968
2	AGNC	AGNC Investment Corp.	72,006	$784,865
3	ARI	Apollo Commercial Real Estate Finance, Inc.	51,953	$554,858
4	FBRT	Franklin BSP Realty Trust, Inc.	14,100	$114,774
5	BRSP	BrightSpire Capital, Inc.	11,150	$60,767
6	DX	Dynex Capital Inc	2,568	$33,666
7	TWO-PC	Two Harbors Investment Corp. This page	2,379	$29,523
8	ACRE	Ares Commercial Real Estate Corp	5,248	$23,616

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$29,523	2,379	-0.3%	Shares	Sole	2026-07-21
2026-03-31	$27,248	2,386	-17.0%	Shares	Sole	2026-05-13
2025-12-31	$30,187	2,875	-89.2%	Shares	Sole	2026-02-12
2025-06-30	$287,828	26,725	+6.0%	Shares	Sole	2025-12-29
2025-03-31	$336,845	25,213	+1.5%	Shares	Sole	2025-05-06
2024-12-31	$293,845	24,839	-1.0%	Shares	Sole	2025-02-14
2024-09-30	$348,124	25,081	-1.4%	Shares	Sole	2025-02-14
2024-06-30	$336,022	25,437	+8.3%	Shares	Sole	2025-02-14
2024-03-31	$311,020	23,491	+7.8%	Shares	Sole	2024-04-25
2023-12-31	$303,604	21,795	+4.3%	Shares	Sole	2024-02-05
2023-09-30	$276,702	20,899	+0.7%	Shares	Sole	2023-10-31
2023-06-30	$288,079	20,755	-17.2%	Shares	Sole	2023-08-03
2022-12-31	$395,369	25,071	—	Shares	Sole	2023-01-31
No filing history on record for this holder in this stock.