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Alliance Wealth Advisors (Utah)’s Triumph Financial Inc TFIN Stock Holding History

Alliance Wealth Advisors (Utah)’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
Q3 		– Sell
-4,252
Closed -$234K – 303
2025
Q2 		$234K Sell
4,252
-370
-8% -$20.6K 0.06% 251
2025
Q1 		$267K Sell
4,622
-96
-2% -$7K 0.07% 228
2024
Q4 		$429K Sell
4,718
-110
-2% -$10.2K 0.11% 175
2024
Q3 		$384K Sell
4,828
-184
-4% -$15.4K 0.1% 175
2024
Q2 		$410K Buy
+5,012
New +$373K 0.12% 159

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BlackRock
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Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Alliance Wealth Advisors (Utah)'s TFIN Position: Q3 2025 in Review

Alliance Wealth Advisors (Utah) sold out of Triumph Financial Inc (TFIN) in Q3 2025, closing a stake of 4,252 shares — an estimated $234K sold.

Alliance Wealth Advisors (Utah) first reported a position in TFIN in Q2 2024 and held it in 5 quarters. The position peaked at $429K in Q4 2024. 194 funds tracked by Wall St. Rank hold TFIN as of Q3 2025.

  • Alliance Wealth Advisors (Utah) reported no remaining Triumph Financial Inc position as of Q3 2025 after selling out during the quarter.
  • Alliance Wealth Advisors (Utah) sold 4,252 Triumph Financial Inc shares in Q3 2025, an estimated $234K.
  • Alliance Wealth Advisors (Utah) first reported a position in Triumph Financial Inc in Q2 2024 and held it in 5 quarters.
  • Alliance Wealth Advisors (Utah)'s Triumph Financial Inc position peaked at $429K in Q4 2024.
  • 194 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q3 2025.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q3 2025, filed 10 Nov 2025.