Boston Partners

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

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Luxor Capital Group New York $633M AUM 30.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Thrivent Financial for Lutherans

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Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return