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Blue Trust Inc’s Triumph Financial Inc TFIN Stock Holding History

Blue Trust 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
2025
Q3 		– Sell
-18
Closed -$992 – 2683
2025
Q2 		$992 Hold
18
– – ﹤0.01% 2252
2025
Q1 		$1.04K Sell
18
-41
-69% -$2.99K ﹤0.01% 2292
2024
Q4 		$5.36K Sell
59
-411
-87% -$38.2K ﹤0.01% 2075
2024
Q3 		$38.4K Buy
470
+259
+123% +$21.6K ﹤0.01% 1673
2024
Q2 		$16.7K Buy
211
+152
+258% +$11.3K ﹤0.01% 1737
2024
Q1 		$4.68K Sell
59
-41
-41% -$3.1K ﹤0.01% 1652
2023
Q4 		$7K Buy
100
+41
+69% +$2.77K ﹤0.01% 1730
2023
Q3 		$4K Buy
+59
New +$3.89K ﹤0.01% 1716
2023
Q1 		– Sell
-5
Closed – – 2628
2022
Q4 		$0 Buy
+5
New +$270 ﹤0.01% 2469

Other funds holding TFIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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 $52.5B AUM 27.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Blue Trust Inc's TFIN Position: Q3 2025 in Review

Blue Trust Inc sold out of Triumph Financial Inc (TFIN) in Q3 2025, closing a stake of 18 shares — an estimated $992 sold.

Blue Trust Inc first reported a position in TFIN in Q4 2022 and held it in 9 quarters. The position peaked at $38.4K in Q3 2024. 194 funds tracked by Wall St. Rank hold TFIN as of Q3 2025.

  • Blue Trust Inc reported no remaining Triumph Financial Inc position as of Q3 2025 after selling out during the quarter.
  • Blue Trust Inc sold 18 Triumph Financial Inc shares in Q3 2025, an estimated $992.
  • Blue Trust Inc first reported a position in Triumph Financial Inc in Q4 2022 and held it in 9 quarters.
  • Blue Trust Inc's Triumph Financial Inc position peaked at $38.4K in Q3 2024.
  • 194 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q3 2025.

Based on Blue Trust Inc's 13F filing for Q3 2025, filed 16 Oct 2025.