Covestor’s Triumph Financial Inc TFIN Stock Holding History

Covestor’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
2026 Q1	$0	Hold	1	–	–	﹤0.01%	2759
2025 Q4	$0	Hold	1	–	–	﹤0.01%	2728
2025 Q3	$0	Hold	1	–	–	﹤0.01%	2762
2025 Q2	$0	Hold	1	–	–	﹤0.01%	2747
2025 Q1	$0	Hold	1	–	–	﹤0.01%	2719
2024 Q4	$0	Hold	1	–	–	﹤0.01%	2733
2024 Q3	$0	Hold	1	–	–	﹤0.01%	2758
2024 Q2	$0	Hold	1	–	–	﹤0.01%	2744
2024 Q1	$0	Sell	1 -1	-50%	-$76	﹤0.01%	2727
2023 Q4	$0	Hold	2	–	–	﹤0.01%	2705
2023 Q3	$0	Hold	2	–	–	﹤0.01%	2702
2023 Q2	$0	Sell	2 -1	-33%	-$55	﹤0.01%	2639
2023 Q1	$0	Hold	3	–	–	﹤0.01%	2579
2022 Q4	$0	Buy	+3	New	+$162	﹤0.01%	2601
2022 Q3	–	Sell	-6	Closed	–	–	2594
2022 Q2	$0	Sell	6 -2	-25%	-$142	﹤0.01%	2360
2022 Q1	$1K	Sell	8 -3	-27%	-$295	﹤0.01%	1959
2021 Q4	$1K	Buy	+11	New	+$1.32K	﹤0.01%	1952

Other funds holding TFIN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Covestor's TFIN Position: Q1 2026 in Review

Covestor held its Triumph Financial Inc (TFIN) position steady in Q1 2026 at 1 share worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2759.

Covestor first reported a position in TFIN in Q4 2021 and has held it in 17 quarters since. The position peaked at $1K in Q1 2022. 215 funds tracked by Wall St. Rank hold TFIN as of Q1 2026.

Covestor held 1 share of Triumph Financial Inc worth $0 as of Q1 2026.
Covestor left its Triumph Financial Inc share count unchanged in Q1 2026.
Triumph Financial Inc made up ﹤0.01% of Covestor's portfolio in Q1 2026, its #2759 holding.
Covestor first reported a position in Triumph Financial Inc in Q4 2021 and has held it in 17 quarters since.
Covestor's Triumph Financial Inc position peaked at $1K in Q1 2022.
215 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.