Bank of Montreal
TFIN icon

Bank of Montreal’s Triumph Financial Inc TFIN Stock Holding History

Bank of Montreal’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
2024
Q2 		– Sell
-3,500
Closed -$278K – 4238
2024
Q1 		$278K Hold
3,500
– – ﹤0.01% 2833
2023
Q4 		$284K Buy
+3,500
New +$237K ﹤0.01% 2901

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Thrivent Financial for Lutherans
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State Street
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AC
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

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.