Carson Wealth (CWM LLC)
TFIN icon

Carson Wealth (CWM LLC)’s Triumph Financial Inc TFIN Stock Holding History

Carson Wealth (CWM LLC)’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
2026
Q1 		$26.7K Buy
448
+25
+6% +$1.56K ﹤0.01% 4250
2025
Q4 		$26K Sell
423
-52
-11% -$2.91K ﹤0.01% 4022
2025
Q3 		$24K Sell
475
-5
-1% -$295 ﹤0.01% 4017
2025
Q2 		$26K Sell
480
-109
-19% -$6.07K ﹤0.01% 3758
2025
Q1 		$34K Buy
589
+191
+48% +$13.9K ﹤0.01% 3297
2024
Q4 		$36K Sell
398
-14
-3% -$1.3K ﹤0.01% 3037
2024
Q3 		$33K Buy
412
+15
+4% +$1.25K ﹤0.01% 3035
2024
Q2 		$32K Sell
397
-122
-24% -$9.09K ﹤0.01% 2793
2024
Q1 		$41K Sell
519
-75
-13% -$5.66K ﹤0.01% 2435
2023
Q4 		$48K Buy
594
+101
+20% +$6.84K ﹤0.01% 2211
2023
Q3 		$32K Sell
493
-3,400
-87% -$224K ﹤0.01% 2372
2023
Q2 		$236K Buy
3,893
+302
+8% +$16.6K ﹤0.01% 1195
2023
Q1 		$208K Buy
3,591
+153
+4% +$8.77K ﹤0.01% 1186
2022
Q4 		$168K Sell
3,438
-217
-6% -$11.7K ﹤0.01% 1164
2022
Q3 		$199K Buy
3,655
+177
+5% +$11.6K ﹤0.01% 1056
2022
Q2 		$218K Sell
3,478
-9
-0.3% -$638 ﹤0.01% 1015
2022
Q1 		$328K Buy
3,487
+443
+15% +$43.6K ﹤0.01% 857
2021
Q4 		$362K Buy
+3,044
New +$365K ﹤0.01% 819
2021
Q2 		$223K Hold
3,000
– – ﹤0.01% 869
2021
Q1 		$223K Hold
3,000
– – ﹤0.01% 869
2020
Q4 		$223K Hold
3,000
– – ﹤0.01% 869
2020
Q3 		$223K Hold
3,000
– – ﹤0.01% 869
2020
Q2 		$223K Hold
3,000
– – ﹤0.01% 869
2020
Q1 		$223K Hold
3,000
– – ﹤0.01% 869
2019
Q4 		$223K Hold
3,000
– – ﹤0.01% 869
2019
Q3 		$223K Hold
3,000
– – ﹤0.01% 869
2019
Q2 		$223K Hold
3,000
– – ﹤0.01% 869
2019
Q1 		$223K Buy
+3,000
New +$93.6K ﹤0.01% 869

Other funds holding TFIN

BlackRock
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Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Carson Wealth (CWM LLC)'s TFIN Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Triumph Financial Inc (TFIN) stake by 5.9% in Q1 2026, buying an estimated $1.56K and bringing the position to 448 shares worth $26.7K. The position accounts for ﹤0.01% of the portfolio, ranked #4250.

Carson Wealth (CWM LLC) first reported a position in TFIN in Q1 2019 and has held it in 28 quarters since. The position peaked at $362K in Q4 2021. 216 funds tracked by Wall St. Rank hold TFIN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 448 shares of Triumph Financial Inc worth $26.7K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 25 Triumph Financial Inc shares in Q1 2026, an estimated $1.56K.
  • Triumph Financial Inc made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4250 holding.
  • Carson Wealth (CWM LLC) first reported a position in Triumph Financial Inc in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Triumph Financial Inc position peaked at $362K in Q4 2021.
  • 216 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.