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Advisor Group’s Triumph Financial Inc TFIN Stock Holding History

Advisor Group’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
2019
Q4 		$32K Hold
843
– – ﹤0.01% 3702
2019
Q3 		$27K Buy
843
+100
+13% +$3.02K ﹤0.01% 3777
2019
Q2 		$21K Sell
743
-175
-19% -$5.22K ﹤0.01% 3959
2019
Q1 		$27K Hold
918
– – ﹤0.01% 3810
2018
Q4 		$27K Buy
918
+419
+84% +$14.8K ﹤0.01% 3619
2018
Q3 		$19K Buy
499
+299
+150% +$12.4K ﹤0.01% 3933
2018
Q2 		$8K Buy
+200
New +$8.08K ﹤0.01% 4190
2018
Q1 		– Sell
-200
Closed -$6K – 5063
2017
Q4 		$6K Buy
+200
New +$6.32K ﹤0.01% 4356

Other funds holding TFIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
NI
NFC Investments Memphis, Tennessee $359M AUM 11.31% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return

Advisor Group's TFIN Position: Q4 2019 in Review

Advisor Group held its Triumph Financial Inc (TFIN) position steady in Q4 2019 at 843 shares worth $32K. The position accounts for ﹤0.01% of the portfolio, ranked #3702.

Advisor Group first reported a position in TFIN in Q4 2017 and has held it in 8 quarters since. 121 funds tracked by Wall St. Rank hold TFIN as of Q4 2019.

  • Advisor Group held 843 shares of Triumph Financial Inc worth $32K as of Q4 2019.
  • Advisor Group left its Triumph Financial Inc share count unchanged in Q4 2019.
  • Triumph Financial Inc made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3702 holding.
  • Advisor Group first reported a position in Triumph Financial Inc in Q4 2017 and has held it in 8 quarters since.
  • 121 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.