Brown Advisory
TFIN icon

Brown Advisory’s Triumph Financial Inc TFIN Stock Holding History

Brown Advisory’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
Q1 		– Sell
-3,291
Closed -$392K – 1243
2021
Q4 		$392K Buy
+3,291
New +$394K ﹤0.01% 951
2021
Q2 		– Sell
-7,827
Closed -$606K – 1127
2021
Q1 		$606K Sell
7,827
-209,652
-96% -$14.6M ﹤0.01% 805
2020
Q4 		$10.6M Sell
217,479
-300,970
-58% -$13.5M 0.02% 333
2020
Q3 		$16.1M Sell
518,449
-1,703
-0.3% -$46.6K 0.03% 254
2020
Q2 		$12.6M Sell
520,152
-108,140
-17% -$2.65M 0.03% 277
2020
Q1 		$16.3M Sell
628,292
-5,175
-0.8% -$179K 0.05% 229
2019
Q4 		$24.1M Sell
633,467
-905
-0.1% -$31.2K 0.06% 227
2019
Q3 		$20.2M Sell
634,372
-33,137
-5% -$999K 0.06% 239
2019
Q2 		$19.4M Sell
667,509
-16,749
-2% -$499K 0.06% 243
2019
Q1 		$20.1M Buy
684,258
+126,814
+23% +$3.96M 0.06% 248
2018
Q4 		$16.6M Buy
557,444
+63,756
+13% +$2.25M 0.06% 255
2018
Q3 		$18.9M Buy
493,688
+144,727
+41% +$6.01M 0.05% 257
2018
Q2 		$14.2M Sell
348,961
-627
-0.2% -$25.3K 0.04% 275
2018
Q1 		$14.4M Sell
349,588
-61,042
-15% -$2.39M 0.05% 262
2017
Q4 		$12.9M Sell
410,630
-4,906
-1% -$155K 0.04% 280
2017
Q3 		$13.4M Buy
415,536
+576
+0.1% +$16.2K 0.04% 267
2017
Q2 		$10.2M Sell
414,960
-10,051
-2% -$233K 0.03% 310
2017
Q1 		$11M Sell
425,011
-53,232
-11% -$1.41M 0.04% 279
2016
Q4 		$12.5M Buy
478,243
+15,640
+3% +$334K 0.04% 259
2016
Q3 		$9.18M Buy
462,603
+4,106
+0.9% +$74.4K 0.03% 292
2016
Q2 		$7.33M Buy
458,497
+21,008
+5% +$334K 0.03% 313
2016
Q1 		$6.93M Buy
437,489
+296,892
+211% +$4.26M 0.02% 319
2015
Q4 		$2.32M Buy
140,597
+43,115
+44% +$733K 0.01% 458
2015
Q3 		$1.64M Buy
+97,482
New +$1.4M 0.01% 503

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
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
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Brown Advisory's TFIN Position: Q1 2022 in Review

Brown Advisory sold out of Triumph Financial Inc (TFIN) in Q1 2022, closing a stake of 3,291 shares — an estimated $392K sold.

Brown Advisory first reported a position in TFIN in Q3 2015 and held it in 24 quarters. The position peaked at $24.1M in Q4 2019. 172 funds tracked by Wall St. Rank hold TFIN as of Q1 2022.

  • Brown Advisory reported no remaining Triumph Financial Inc position as of Q1 2022 after selling out during the quarter.
  • Brown Advisory sold 3,291 Triumph Financial Inc shares in Q1 2022, an estimated $392K.
  • Brown Advisory first reported a position in Triumph Financial Inc in Q3 2015 and held it in 24 quarters.
  • Brown Advisory's Triumph Financial Inc position peaked at $24.1M in Q4 2019.
  • 172 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q1 2022.

Based on Brown Advisory's 13F filing for Q1 2022, filed 9 May 2022.