Boston Partners
TFIN icon

Boston Partners’s Triumph Financial Inc TFIN Stock Holding History

Boston Partners’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
2023
Q4 		– Sell
-9,449
Closed -$612K – 774
2023
Q3 		$612K Sell
9,449
-82
-0.9% -$5.41K ﹤0.01% 611
2023
Q2 		$579K Buy
9,531
+17
+0.2% +$934 ﹤0.01% 608
2023
Q1 		$552K Sell
9,514
-52
-0.5% -$2.98K ﹤0.01% 590
2022
Q4 		$467K Sell
9,566
-1,690
-15% -$91.3K ﹤0.01% 604
2022
Q3 		$612K Sell
11,256
-156
-1% -$10.3K ﹤0.01% 573
2022
Q2 		$714K Sell
11,412
-5,713
-33% -$405K ﹤0.01% 566
2022
Q1 		$1.61M Buy
17,125
+312
+2% +$30.7K ﹤0.01% 491
2021
Q4 		$2M Sell
16,813
-70
-0.4% -$8.38K ﹤0.01% 459
2021
Q3 		$1.69M Sell
16,883
-4,039
-19% -$323K ﹤0.01% 469
2021
Q2 		$1.55M Sell
20,922
-12,401
-37% -$1.06M ﹤0.01% 482
2021
Q1 		$2.58M Sell
33,323
-14,032
-30% -$976K ﹤0.01% 449
2020
Q4 		$2.3M Sell
47,355
-5,766
-11% -$260K ﹤0.01% 423
2020
Q3 		$1.65M Buy
53,121
+40,942
+336% +$1.12M ﹤0.01% 444
2020
Q2 		$296K Buy
+12,179
New +$299K ﹤0.01% 641

Other funds holding TFIN

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $2.52B AUM 29.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
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
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Boston Partners's TFIN Position: Q4 2023 in Review

Boston Partners sold out of Triumph Financial Inc (TFIN) in Q4 2023, closing a stake of 9,449 shares — an estimated $612K sold.

Boston Partners first reported a position in TFIN in Q2 2020 and held it in 14 quarters. The position peaked at $2.58M in Q1 2021. 172 funds tracked by Wall St. Rank hold TFIN as of Q4 2023.

  • Boston Partners reported no remaining Triumph Financial Inc position as of Q4 2023 after selling out during the quarter.
  • Boston Partners sold 9,449 Triumph Financial Inc shares in Q4 2023, an estimated $612K.
  • Boston Partners first reported a position in Triumph Financial Inc in Q2 2020 and held it in 14 quarters.
  • Boston Partners's Triumph Financial Inc position peaked at $2.58M in Q1 2021.
  • 172 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q4 2023.

Based on Boston Partners's 13F filing for Q4 2023, filed 7 Feb 2024.