Commonwealth Equity Services
TFIN icon

Commonwealth Equity Services’s Triumph Financial Inc TFIN Stock Holding History

Commonwealth Equity Services’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
-5,166
Closed -$259K – 4443
2025
Q3 		$259K Buy
+5,166
New +$304K ﹤0.01% 3760
2025
Q1 		– Sell
-3,113
Closed -$283K – 4282
2024
Q4 		$283K Sell
3,113
-1,945
-38% -$181K ﹤0.01% 3464
2024
Q3 		$402K Sell
5,058
-2,721
-35% -$227K ﹤0.01% 3091
2024
Q2 		$636K Hold
7,779
– – ﹤0.01% 2633
2024
Q1 		$617K Buy
7,779
+4,116
+112% +$311K ﹤0.01% 2645
2023
Q4 		$294K Buy
3,663
+574
+19% +$38.9K ﹤0.01% 3201
2023
Q3 		$200K Buy
+3,089
New +$204K ﹤0.01% 3385
2022
Q2 		– Sell
-2,218
Closed -$208K – 3794
2022
Q1 		$208K Sell
2,218
-237
-10% -$23.3K ﹤0.01% 3305
2021
Q4 		$292K Buy
2,455
+179
+8% +$21.4K ﹤0.01% 2999
2021
Q3 		$227K Buy
+2,276
New +$182K ﹤0.01% 3166

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

Commonwealth Equity Services's TFIN Position: Q4 2025 in Review

Commonwealth Equity Services sold out of Triumph Financial Inc (TFIN) in Q4 2025, closing a stake of 5,166 shares — an estimated $259K sold.

Commonwealth Equity Services first reported a position in TFIN in Q3 2021 and held it in 10 quarters. The position peaked at $636K in Q2 2024. 206 funds tracked by Wall St. Rank hold TFIN as of Q4 2025.

  • Commonwealth Equity Services reported no remaining Triumph Financial Inc position as of Q4 2025 after selling out during the quarter.
  • Commonwealth Equity Services sold 5,166 Triumph Financial Inc shares in Q4 2025, an estimated $259K.
  • Commonwealth Equity Services first reported a position in Triumph Financial Inc in Q3 2021 and held it in 10 quarters.
  • Commonwealth Equity Services's Triumph Financial Inc position peaked at $636K in Q2 2024.
  • 206 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q4 2025.

Based on Commonwealth Equity Services's 13F filing for Q4 2025, filed 12 Feb 2026.