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Benjamin Edwards Inc’s Triumph Financial Inc TFIN Stock Holding History

Benjamin Edwards Inc’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
2026
Q1 		– Sell
-3,314
Closed -$208K – 1418
2025
Q4 		$208K Buy
+3,314
New +$186K ﹤0.01% 1256

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State Street
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AC
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Thrivent Financial for Lutherans
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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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 $33B AUM 40.62% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Benjamin Edwards Inc's TFIN Position: Q1 2026 in Review

Benjamin Edwards Inc sold out of Triumph Financial Inc (TFIN) in Q1 2026, closing a stake of 3,314 shares — an estimated $208K sold.

Benjamin Edwards Inc first reported a position in TFIN in Q4 2025 and held it in 1 quarter. The position peaked at $208K in Q4 2025. 216 funds tracked by Wall St. Rank hold TFIN as of Q1 2026.

  • Benjamin Edwards Inc reported no remaining Triumph Financial Inc position as of Q1 2026 after selling out during the quarter.
  • Benjamin Edwards Inc sold 3,314 Triumph Financial Inc shares in Q1 2026, an estimated $208K.
  • Benjamin Edwards Inc first reported a position in Triumph Financial Inc in Q4 2025 and held it in 1 quarter.
  • Benjamin Edwards Inc's Triumph Financial Inc position peaked at $208K in Q4 2025.
  • 216 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q1 2026.

Based on Benjamin Edwards Inc's 13F filing for Q1 2026, filed 12 May 2026.