BHWM
TFIN icon

Bay Harbor Wealth Management’s Triumph Financial Inc TFIN Stock Holding History

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

Other funds holding TFIN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 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 $59.5B AUM 35.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LCG
Luxor Capital Group New York $2.52B AUM 29.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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.