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Avantax Advisory Services’s Triumph Financial Inc TFIN Stock Holding History

Avantax Advisory Services’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
Q2 		$912K Buy
16,550
+3,839
+30% +$214K 0.01% 1221
2025
Q1 		$735K Sell
12,711
-45
-0.4% -$3.28K ﹤0.01% 1263
2024
Q4 		$1.16M Sell
12,756
-1,232
-9% -$115K 0.01% 972
2024
Q3 		$1.11M Buy
13,988
+45
+0.3% +$3.76K 0.01% 963
2024
Q2 		$1.14M Buy
+13,943
New +$1.04M 0.01% 912

Other funds holding TFIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Avantax Advisory Services's TFIN Position: Q2 2025 in Review

Avantax Advisory Services increased its Triumph Financial Inc (TFIN) stake by 30% in Q2 2025, buying an estimated $214K and bringing the position to 16,550 shares worth $912K. The position accounts for 0.01% of the portfolio, ranked #1221.

Avantax Advisory Services first reported a position in TFIN in Q2 2024 and has held it in 5 quarters since. The position peaked at $1.16M in Q4 2024. 210 funds tracked by Wall St. Rank hold TFIN as of Q2 2025.

  • Avantax Advisory Services held 16,550 shares of Triumph Financial Inc worth $912K as of Q2 2025.
  • Avantax Advisory Services bought 3,839 Triumph Financial Inc shares in Q2 2025, an estimated $214K.
  • Triumph Financial Inc made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1221 holding.
  • Avantax Advisory Services first reported a position in Triumph Financial Inc in Q2 2024 and has held it in 5 quarters since.
  • Avantax Advisory Services's Triumph Financial Inc position peaked at $1.16M in Q4 2024.
  • 210 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.