Crossmark Global Holdings’s Triumph Financial Inc TFIN Stock Holding History

Crossmark Global Holdings’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 Q1	–	Sell	-2,070	Closed	-$246K	–	1383
2021 Q4	$246K	Sell	2,070 -4,880	-70%	-$585K	0.01%	1250
2021 Q3	$696K	Sell	6,950 -340	-5%	-$27.2K	0.02%	759
2021 Q2	$541K	Sell	7,290 -120	-2%	-$10.2K	0.01%	878
2021 Q1	$573K	Buy	7,410 +300	+4%	+$20.9K	0.01%	835
2020 Q4	$345K	Buy	+7,110	New	+$320K	0.01%	1023
2019 Q4	–	Sell	-7,960	Closed	-$254K	–	1438
2019 Q3	$254K	Sell	7,960 -10	-0.1%	-$302	0.01%	1141
2019 Q2	$232K	Buy	7,970 +50	+0.6%	+$1.49K	0.01%	1229
2019 Q1	$233K	Hold	7,920	–	–	0.01%	1247
2018 Q4	$235K	Buy	+7,920	New	+$280K	0.01%	1215

Other funds holding TFIN

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Crossmark Global Holdings's TFIN Position: Q1 2022 in Review

Crossmark Global Holdings sold out of Triumph Financial Inc (TFIN) in Q1 2022, closing a stake of 2,070 shares — an estimated $246K sold.

Crossmark Global Holdings first reported a position in TFIN in Q4 2018 and held it in 9 quarters. The position peaked at $696K in Q3 2021. 172 funds tracked by Wall St. Rank hold TFIN as of Q1 2022.

Crossmark Global Holdings reported no remaining Triumph Financial Inc position as of Q1 2022 after selling out during the quarter.
Crossmark Global Holdings sold 2,070 Triumph Financial Inc shares in Q1 2022, an estimated $246K.
Crossmark Global Holdings first reported a position in Triumph Financial Inc in Q4 2018 and held it in 9 quarters.
Crossmark Global Holdings's Triumph Financial Inc position peaked at $696K in Q3 2021.
172 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q1 2022.

Based on Crossmark Global Holdings's 13F filing for Q1 2022, filed 11 May 2022.