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Beacon Pointe Advisors’s Triumph Financial Inc TFIN Stock Holding History

Beacon Pointe Advisors’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
Q1 		– Sell
-7,322
Closed -$587K – 1410
2023
Q4 		$587K Hold
7,322
– – 0.01% 845
2023
Q3 		$474K Hold
7,322
– – 0.01% 900
2023
Q2 		$445K Sell
7,322
-3,198
-30% -$176K 0.01% 752
2023
Q1 		$611K Sell
10,520
-4
-0% -$229 0.01% 699
2022
Q4 		$514K Buy
+10,524
New +$569K 0.01% 674
2021
Q2 		– Sell
-3,250
Closed -$252K – 840
2021
Q1 		$252K Buy
+3,250
New +$226K 0.02% 431

Other funds holding TFIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Beacon Pointe Advisors's TFIN Position: Q1 2024 in Review

Beacon Pointe Advisors sold out of Triumph Financial Inc (TFIN) in Q1 2024, closing a stake of 7,322 shares — an estimated $587K sold.

Beacon Pointe Advisors first reported a position in TFIN in Q1 2021 and held it in 6 quarters. The position peaked at $611K in Q1 2023. 177 funds tracked by Wall St. Rank hold TFIN as of Q1 2024.

  • Beacon Pointe Advisors reported no remaining Triumph Financial Inc position as of Q1 2024 after selling out during the quarter.
  • Beacon Pointe Advisors sold 7,322 Triumph Financial Inc shares in Q1 2024, an estimated $587K.
  • Beacon Pointe Advisors first reported a position in Triumph Financial Inc in Q1 2021 and held it in 6 quarters.
  • Beacon Pointe Advisors's Triumph Financial Inc position peaked at $611K in Q1 2023.
  • 177 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q1 2024.

Based on Beacon Pointe Advisors's 13F filing for Q1 2024, filed 14 May 2024.