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Coldstream Capital Management’s Triumph Financial Inc TFIN Stock Holding History

Coldstream Capital 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
2025
Q2 		– Sell
-19
Closed -$1.1K – 3135
2025
Q1 		$1.1K Buy
+19
New +$1.39K ﹤0.01% 3164

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
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LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Coldstream Capital Management's TFIN Position: Q2 2025 in Review

Coldstream Capital Management sold out of Triumph Financial Inc (TFIN) in Q2 2025, closing a stake of 19 shares — an estimated $1.1K sold.

Coldstream Capital Management first reported a position in TFIN in Q1 2025 and held it in 1 quarter. The position peaked at $1.1K in Q1 2025. 210 funds tracked by Wall St. Rank hold TFIN as of Q2 2025.

  • Coldstream Capital Management reported no remaining Triumph Financial Inc position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 19 Triumph Financial Inc shares in Q2 2025, an estimated $1.1K.
  • Coldstream Capital Management first reported a position in Triumph Financial Inc in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's Triumph Financial Inc position peaked at $1.1K in Q1 2025.
  • 210 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.