CT
TFIN icon

Clearstead Trust’s Triumph Financial Inc TFIN Stock Holding History

Clearstead Trust’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
2025
Q4 		– Sell
-16
Closed -$801 – 1499
2025
Q3 		$801 Hold
16
– – ﹤0.01% 1282
2025
Q2 		$882 Buy
+16
New +$891 ﹤0.01% 1205

Other funds holding TFIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return

Clearstead Trust's TFIN Position: Q4 2025 in Review

Clearstead Trust sold out of Triumph Financial Inc (TFIN) in Q4 2025, closing a stake of 16 shares — an estimated $801 sold.

Clearstead Trust first reported a position in TFIN in Q2 2025 and held it in 2 quarters. The position peaked at $882 in Q2 2025. 206 funds tracked by Wall St. Rank hold TFIN as of Q4 2025.

  • Clearstead Trust reported no remaining Triumph Financial Inc position as of Q4 2025 after selling out during the quarter.
  • Clearstead Trust sold 16 Triumph Financial Inc shares in Q4 2025, an estimated $801.
  • Clearstead Trust first reported a position in Triumph Financial Inc in Q2 2025 and held it in 2 quarters.
  • Clearstead Trust's Triumph Financial Inc position peaked at $882 in Q2 2025.
  • 206 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.