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Cercano Management’s Triumph Financial Inc TFIN Stock Holding History

Cercano Management’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
2024
Q4 		– Sell
-131,092
Closed -$10.4M – 200
2024
Q3 		$10.4M Sell
131,092
-3,084
-2% -$257K 0.25% 64
2024
Q2 		$11M Buy
+134,176
New +$10M 0.29% 61

Other funds holding TFIN

BlackRock
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Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return

Cercano Management's TFIN Position: Q4 2024 in Review

Cercano Management sold out of Triumph Financial Inc (TFIN) in Q4 2024, closing a stake of 131,092 shares — an estimated $10.4M sold.

Cercano Management first reported a position in TFIN in Q2 2024 and held it in 2 quarters. The position peaked at $11M in Q2 2024. 213 funds tracked by Wall St. Rank hold TFIN as of Q4 2024.

  • Cercano Management reported no remaining Triumph Financial Inc position as of Q4 2024 after selling out during the quarter.
  • Cercano Management sold 131,092 Triumph Financial Inc shares in Q4 2024, an estimated $10.4M.
  • Cercano Management first reported a position in Triumph Financial Inc in Q2 2024 and held it in 2 quarters.
  • Cercano Management's Triumph Financial Inc position peaked at $11M in Q2 2024.
  • 213 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q4 2024.

Based on Cercano Management's 13F filing for Q4 2024, filed 14 Feb 2025.