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49 Wealth Management’s Triumph Financial Inc TFIN Stock Holding History

49 Wealth Management’s Portfolio TFIN Stock Details TFIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-15,000
Closed -$1.36M – 206
2024
Q4 		$1.36M Hold
15,000
– – 0.19% 43
2024
Q3 		$1.19M Hold
15,000
– – 0.19% 50
2024
Q2 		$1.2M Sell
15,000
-26,000
-63% -$1.94M 0.24% 56
2024
Q1 		$3.17M Hold
41,000
– – 0.68% 24
2023
Q4 		$3.29M Buy
+41,000
New +$2.78M 0.85% 24

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State Street
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AC
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return
American Century Companies
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Barrow, Hanley, Mewhinney & Strauss
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49 Wealth Management's TFIN Position: Q1 2025 in Review

49 Wealth Management sold out of Triumph Financial Inc (TFIN) in Q1 2025, closing a stake of 15,000 shares — an estimated $1.36M sold.

49 Wealth Management first reported a position in TFIN in Q4 2023 and held it in 5 quarters. The position peaked at $3.29M in Q4 2023. 207 funds tracked by Wall St. Rank hold TFIN as of Q1 2025.

  • 49 Wealth Management reported no remaining Triumph Financial Inc position as of Q1 2025 after selling out during the quarter.
  • 49 Wealth Management sold 15,000 Triumph Financial Inc shares in Q1 2025, an estimated $1.36M.
  • 49 Wealth Management first reported a position in Triumph Financial Inc in Q4 2023 and held it in 5 quarters.
  • 49 Wealth Management's Triumph Financial Inc position peaked at $3.29M in Q4 2023.
  • 207 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q1 2025.

Based on 49 Wealth Management's 13F filing for Q1 2025, filed 30 Apr 2025.