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Coppell Advisory Solutions’s Triumph Financial Inc TFIN Stock Holding History

Coppell Advisory Solutions’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
-8
Closed – – 2073
2024
Q3 		$0 Buy
+8
New +$668 ﹤0.01% 1964
2023
Q4 		$0 Sell
8
-20
-71% -$1.35K ﹤0.01% 1864
2023
Q3 		$1.37K Buy
28
+21
+300% +$1.39K ﹤0.01% 902
2023
Q2 		$432 Buy
+7
New +$385 ﹤0.01% 1243
2023
Q1 		– Sell
-28
Closed -$1.37K – 976
2022
Q4 		$1.37K Buy
+28
New +$1.51K ﹤0.01% 904

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Kayne Anderson Rudnick Investment Management
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Vanguard Group
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State Street
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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

Coppell Advisory Solutions's TFIN Position: Q4 2024 in Review

Coppell Advisory Solutions sold out of Triumph Financial Inc (TFIN) in Q4 2024, closing a stake of 8 shares.

Coppell Advisory Solutions first reported a position in TFIN in Q4 2022 and held it in 5 quarters. The position peaked at $1.37K in Q3 2023. 213 funds tracked by Wall St. Rank hold TFIN as of Q4 2024.

  • Coppell Advisory Solutions reported no remaining Triumph Financial Inc position as of Q4 2024 after selling out during the quarter.
  • Coppell Advisory Solutions sold 8 Triumph Financial Inc shares in Q4 2024.
  • Coppell Advisory Solutions first reported a position in Triumph Financial Inc in Q4 2022 and held it in 5 quarters.
  • Coppell Advisory Solutions's Triumph Financial Inc position peaked at $1.37K in Q3 2023.
  • 213 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q4 2024.

Based on Coppell Advisory Solutions's 13F filing for Q4 2024, filed 14 Feb 2025.