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Disciplined Investments’s Triumph Financial Inc TFIN Stock Holding History

Disciplined Investments’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
2023
Q3 		– Sell
-3
Closed -$182 – 1389
2023
Q2 		$182 Hold
3
– – ﹤0.01% 1518
2023
Q1 		$174 Hold
3
– – ﹤0.01% 1507
2022
Q4 		$147 Buy
3
+1
+50% +$54 ﹤0.01% 1484
2022
Q3 		$0 Sell
2
-1
-33% -$66 ﹤0.01% 1609
2022
Q2 		$0 Buy
3
+1
+50% +$71 ﹤0.01% 1614
2022
Q1 		$0 Buy
+2
New +$197 ﹤0.01% 1614

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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return

Disciplined Investments's TFIN Position: Q3 2023 in Review

Disciplined Investments sold out of Triumph Financial Inc (TFIN) in Q3 2023, closing a stake of 3 shares — an estimated $182 sold.

Disciplined Investments first reported a position in TFIN in Q1 2022 and held it in 6 quarters. The position peaked at $182 in Q2 2023. 160 funds tracked by Wall St. Rank hold TFIN as of Q3 2023.

  • Disciplined Investments reported no remaining Triumph Financial Inc position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 3 Triumph Financial Inc shares in Q3 2023, an estimated $182.
  • Disciplined Investments first reported a position in Triumph Financial Inc in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Triumph Financial Inc position peaked at $182 in Q2 2023.
  • 160 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.