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

Cresset 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
2022
Q4 		– Sell
-4,036
Closed -$220K – 880
2022
Q3 		$220K Sell
4,036
-28
-0.7% -$1.84K ﹤0.01% 767
2022
Q2 		$254K Buy
+4,064
New +$288K ﹤0.01% 755
2019
Q2 		– Sell
-42
Closed -$1K – 1568
2019
Q1 		$1K Buy
+42
New +$1.31K ﹤0.01% 1872

Other funds holding TFIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Cresset Asset Management's TFIN Position: Q4 2022 in Review

Cresset Asset Management sold out of Triumph Financial Inc (TFIN) in Q4 2022, closing a stake of 4,036 shares — an estimated $220K sold.

Cresset Asset Management first reported a position in TFIN in Q1 2019 and held it in 3 quarters. The position peaked at $254K in Q2 2022. 167 funds tracked by Wall St. Rank hold TFIN as of Q4 2022.

  • Cresset Asset Management reported no remaining Triumph Financial Inc position as of Q4 2022 after selling out during the quarter.
  • Cresset Asset Management sold 4,036 Triumph Financial Inc shares in Q4 2022, an estimated $220K.
  • Cresset Asset Management first reported a position in Triumph Financial Inc in Q1 2019 and held it in 3 quarters.
  • Cresset Asset Management's Triumph Financial Inc position peaked at $254K in Q2 2022.
  • 167 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q4 2022.

Based on Cresset Asset Management's 13F filing for Q4 2022, filed 14 Feb 2023.