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Creekmur Asset Management’s Triumph Financial Inc TFIN Stock Holding History

Creekmur Asset 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
Q3 		$50K Hold
1,000
– – 0.01% 340
2025
Q2 		$55.1K Buy
+1,000
New +$55.7K 0.01% 328
2025
Q1 		– Sell
-1,000
Closed -$90.9K – 977
2024
Q4 		$90.9K Hold
1,000
– – 0.02% 162
2024
Q3 		$79.5K Hold
1,000
– – 0.02% 170
2024
Q2 		$81.8K Buy
+1,000
New +$74.5K 0.02% 186

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AC
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Barrow, Hanley, Mewhinney & Strauss
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LCG
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Creekmur Asset Management's TFIN Position: Q3 2025 in Review

Creekmur Asset Management held its Triumph Financial Inc (TFIN) position steady in Q3 2025 at 1,000 shares worth $50K. The position accounts for 0.01% of the portfolio, ranked #340.

Creekmur Asset Management first reported a position in TFIN in Q2 2024 and has held it in 5 quarters since. The position peaked at $90.9K in Q4 2024. 194 funds tracked by Wall St. Rank hold TFIN as of Q3 2025.

  • Creekmur Asset Management held 1,000 shares of Triumph Financial Inc worth $50K as of Q3 2025.
  • Creekmur Asset Management left its Triumph Financial Inc share count unchanged in Q3 2025.
  • Triumph Financial Inc made up 0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #340 holding.
  • Creekmur Asset Management first reported a position in Triumph Financial Inc in Q2 2024 and has held it in 5 quarters since.
  • Creekmur Asset Management's Triumph Financial Inc position peaked at $90.9K in Q4 2024.
  • 194 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.