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Brinker Capital Investments’s Triumph Financial Inc TFIN Stock Holding History

Brinker Capital Investments’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
2022
Q3 		– Sell
-5,203
Closed -$325K – 1390
2022
Q2 		$325K Sell
5,203
-279
-5% -$19.8K 0.01% 1139
2022
Q1 		$515K Sell
5,482
-1,047
-16% -$103K 0.01% 1034
2021
Q4 		$777K Sell
6,529
-98
-1% -$11.7K 0.01% 913
2021
Q3 		$492K Hold
6,627
– – 0.01% 978
2021
Q2 		$492K Sell
6,627
-1,497
-18% -$128K 0.01% 1035
2021
Q1 		$629K Sell
8,124
-6,572
-45% -$457K 0.01% 843
2020
Q4 		$713K Buy
14,696
+3,393
+30% +$153K 0.01% 755
2020
Q3 		$352K Buy
+11,303
New +$309K 0.01% 983

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
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Brinker Capital Investments's TFIN Position: Q3 2022 in Review

Brinker Capital Investments sold out of Triumph Financial Inc (TFIN) in Q3 2022, closing a stake of 5,203 shares — an estimated $325K sold.

Brinker Capital Investments first reported a position in TFIN in Q3 2020 and held it in 8 quarters. The position peaked at $777K in Q4 2021. 176 funds tracked by Wall St. Rank hold TFIN as of Q3 2022.

  • Brinker Capital Investments reported no remaining Triumph Financial Inc position as of Q3 2022 after selling out during the quarter.
  • Brinker Capital Investments sold 5,203 Triumph Financial Inc shares in Q3 2022, an estimated $325K.
  • Brinker Capital Investments first reported a position in Triumph Financial Inc in Q3 2020 and held it in 8 quarters.
  • Brinker Capital Investments's Triumph Financial Inc position peaked at $777K in Q4 2021.
  • 176 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q3 2022.

Based on Brinker Capital Investments's 13F filing for Q3 2022, filed 1 Nov 2022.