CAPTRUST Financial Advisors
TFIN icon

CAPTRUST Financial Advisors’s Triumph Financial Inc TFIN Stock Holding History

CAPTRUST Financial Advisors’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
-985
Closed -$62K – 3851
2022
Q2 		$62K Buy
985
+66
+7% +$4.67K ﹤0.01% 2579
2022
Q1 		$86K Buy
919
+301
+49% +$29.6K ﹤0.01% 2384
2021
Q4 		$74K Buy
618
+48
+8% +$5.75K ﹤0.01% 2378
2021
Q3 		$57K Hold
570
– – ﹤0.01% 2493
2021
Q2 		$42K Hold
570
– – ﹤0.01% 2627
2021
Q1 		$44K Buy
570
+530
+1,325% +$36.9K ﹤0.01% 2513
2020
Q4 		$2K Buy
+40
New +$1.8K ﹤0.01% 3158
2020
Q2 		– Sell
-7,500
Closed -$178K – 2894
2020
Q1 		$178K Buy
+7,500
New +$260K ﹤0.01% 910

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

CAPTRUST Financial Advisors's TFIN Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of Triumph Financial Inc (TFIN) in Q3 2022, closing a stake of 985 shares — an estimated $62K sold.

CAPTRUST Financial Advisors first reported a position in TFIN in Q1 2020 and held it in 8 quarters. The position peaked at $178K in Q1 2020. 176 funds tracked by Wall St. Rank hold TFIN as of Q3 2022.

  • CAPTRUST Financial Advisors reported no remaining Triumph Financial Inc position as of Q3 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 985 Triumph Financial Inc shares in Q3 2022, an estimated $62K.
  • CAPTRUST Financial Advisors first reported a position in Triumph Financial Inc in Q1 2020 and held it in 8 quarters.
  • CAPTRUST Financial Advisors's Triumph Financial Inc position peaked at $178K in Q1 2020.
  • 176 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.