Bank of Montreal’s Triumph Financial Inc TFIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,562
| Closed | -$206K | – | 3737 |
|
|
2025
Q1 | $206K | Buy |
3,562
+1,156
| +48% | +$84.3K | ﹤0.01% | 2720 |
|
|
2024
Q4 | $219K | Buy |
+2,406
| New | +$224K | ﹤0.01% | 2720 |
|
|
2024
Q2 | – | Sell |
-2,507
| Closed | -$199K | – | 4239 |
|
|
2024
Q1 | $199K | Sell |
2,507
-123
| -5% | -$9.29K | ﹤0.01% | 3054 |
|
|
2023
Q4 | $214K | Buy |
+2,630
| New | +$178K | ﹤0.01% | 3096 |
|
|
2022
Q4 | – | Sell |
-33,967
| Closed | -$2.12K | – | 4274 |
|
|
2022
Q3 | $2.12K | Buy |
+33,967
| New | +$2.23M | ﹤0.01% | 1781 |
|
|
2022
Q2 | – | Sell |
-8,493
| Closed | -$825K | – | 4446 |
|
|
2022
Q1 | $825K | Sell |
8,493
-834
| -9% | -$82.1K | ﹤0.01% | 2492 |
|
|
2021
Q4 | $1.13M | Buy |
9,327
+1,409
| +18% | +$169K | ﹤0.01% | 1869 |
|
|
2021
Q3 | $783K | Buy |
7,918
+391
| +5% | +$31.3K | ﹤0.01% | 2630 |
|
|
2021
Q2 | $572K | Buy |
7,527
+947
| +14% | +$80.7K | ﹤0.01% | 2763 |
|
|
2021
Q1 | $603K | Buy |
6,580
+749
| +13% | +$52.1K | ﹤0.01% | 2526 |
|
|
2020
Q4 | $343K | Buy |
5,831
+4,101
| +237% | +$185K | ﹤0.01% | 2916 |
|
|
2020
Q3 | $62K | Sell |
1,730
-760
| -31% | -$20.8K | ﹤0.01% | 3334 |
|
|
2020
Q2 | $54K | Buy |
2,490
+1,148
| +86% | +$28.2K | ﹤0.01% | 3410 |
|
|
2020
Q1 | $34K | Sell |
1,342
-2,820
| -68% | -$97.6K | ﹤0.01% | 3055 |
|
|
2019
Q4 | $159K | Buy |
4,162
+670
| +19% | +$23.1K | ﹤0.01% | 3276 |
|
|
2019
Q3 | $112K | Buy |
3,492
+52
| +2% | +$1.57K | ﹤0.01% | 3235 |
|
|
2019
Q2 | $100K | Buy |
3,440
+2,068
| +151% | +$61.7K | ﹤0.01% | 3338 |
|
|
2019
Q1 | $40K | Buy |
1,372
+453
| +49% | +$14.1K | ﹤0.01% | 3426 |
|
|
2018
Q4 | $27K | Buy |
919
+236
| +35% | +$8.33K | ﹤0.01% | 3534 |
|
|
2018
Q3 | $26K | Sell |
683
-4,766
| -87% | -$198K | ﹤0.01% | 3622 |
|
|
2018
Q2 | $222K | Buy |
5,449
+170
| +3% | +$6.87K | ﹤0.01% | 2713 |
|
|
2018
Q1 | $217K | Buy |
5,279
+309
| +6% | +$12.1K | ﹤0.01% | 2594 |
|
|
2017
Q4 | $156K | Hold |
4,970
| – | – | ﹤0.01% | 2796 |
|
|
2017
Q3 | $160K | Sell |
4,970
-1,030
| -17% | -$28.9K | ﹤0.01% | 2754 |
|
|
2017
Q2 | $148K | Hold |
6,000
| – | – | ﹤0.01% | 2805 |
|
|
2017
Q1 | $154K | Hold |
6,000
| – | – | ﹤0.01% | 2610 |
|
|
2016
Q4 | $128K | Buy |
6,000
+1,192
| +25% | +$25.4K | ﹤0.01% | 2719 |
|
|
2016
Q3 | $96K | Sell |
4,808
-4,226
| -47% | -$76.5K | ﹤0.01% | 2805 |
|
|
2016
Q2 | $144K | Sell |
9,034
-2,617
| -22% | -$41.5K | ﹤0.01% | 2636 |
|
|
2016
Q1 | $185K | Hold |
11,651
| – | – | ﹤0.01% | 2504 |
|
|
2015
Q4 | $192K | Buy |
11,651
+3,259
| +39% | +$55.4K | ﹤0.01% | 2442 |
|
|
2015
Q3 | $141K | Buy |
+8,392
| New | +$120K | ﹤0.01% | 2431 |
|
Other funds holding TFIN
AC
LCG
Bank of Montreal's TFIN Position: Q2 2025 in Review
Bank of Montreal sold out of Triumph Financial Inc (TFIN) in Q2 2025, closing a stake of 3,562 shares — an estimated $206K sold.
Bank of Montreal first reported a position in TFIN in Q3 2015 and held it in 32 quarters. The position peaked at $1.13M in Q4 2021. 210 funds tracked by Wall St. Rank hold TFIN as of Q2 2025.
- Bank of Montreal reported no remaining Triumph Financial Inc position as of Q2 2025 after selling out during the quarter.
- Bank of Montreal sold 3,562 Triumph Financial Inc shares in Q2 2025, an estimated $206K.
- Bank of Montreal first reported a position in Triumph Financial Inc in Q3 2015 and held it in 32 quarters.
- Bank of Montreal's Triumph Financial Inc position peaked at $1.13M in Q4 2021.
- 210 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q2 2025.
Based on Bank of Montreal's 13F filing for Q2 2025, filed 5 Aug 2025.