Bay Harbor Wealth Management’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
Q3
Sell
-2
Closed -$110 1320
2025
Q2
$110 Buy
+2
New +$111 ﹤0.01% 1089

Other funds holding TFIN

Bay Harbor Wealth Management's TFIN Position: Q3 2025 in Review

Bay Harbor Wealth Management sold out of Triumph Financial Inc (TFIN) in Q3 2025, closing a stake of 2 shares — an estimated $110 sold.

Bay Harbor Wealth Management first reported a position in TFIN in Q2 2025 and held it in 1 quarter. The position peaked at $110 in Q2 2025. 194 funds tracked by Wall St. Rank hold TFIN as of Q3 2025.

  • Bay Harbor Wealth Management reported no remaining Triumph Financial Inc position as of Q3 2025 after selling out during the quarter.
  • Bay Harbor Wealth Management sold 2 Triumph Financial Inc shares in Q3 2025, an estimated $110.
  • Bay Harbor Wealth Management first reported a position in Triumph Financial Inc in Q2 2025 and held it in 1 quarter.
  • Bay Harbor Wealth Management's Triumph Financial Inc position peaked at $110 in Q2 2025.
  • 194 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q3 2025.

Based on Bay Harbor Wealth Management's 13F filing for Q3 2025, filed 9 Oct 2025.