Everence Capital Management’s Triumph Financial Inc TFIN Stock Holding History

Everence Capital 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 Q1	–	Sell	-2,960	Closed	-$269K	–	842
2024 Q4	$269K	Sell	2,960 -2,080	-41%	-$193K	0.02%	634
2024 Q3	$401K	Hold	5,040	–	–	0.03%	491
2024 Q2	$355	Hold	5,040	–	–	0.02%	489
2024 Q1	$400	Hold	5,040	–	–	0.03%	482
2023 Q4	$404K	Hold	5,040	–	–	0.03%	464
2023 Q3	$327	Hold	5,040	–	–	0.03%	515
2023 Q2	$262K	Hold	5,040	–	–	0.02%	565
2023 Q1	$293	Hold	5,040	–	–	0.02%	553
2022 Q4	$246	Hold	5,040	–	–	0.02%	614
2022 Q3	$274K	Hold	5,040	–	–	0.03%	540
2022 Q2	$315K	Hold	5,040	–	–	0.03%	501
2022 Q1	$474K	Hold	5,040	–	–	0.04%	421
2021 Q4	$600K	Hold	5,040	–	–	0.04%	349
2021 Q3	$505K	Hold	5,040	–	–	0.04%	397
2021 Q2	$374K	Hold	5,040	–	–	0.03%	496
2021 Q1	$390K	Hold	5,040	–	–	0.04%	454
2020 Q4	$245K	Buy	+5,040	New	+$227K	0.02%	587

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 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

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

LCG

Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Everence Capital Management's TFIN Position: Q1 2025 in Review

Everence Capital Management sold out of Triumph Financial Inc (TFIN) in Q1 2025, closing a stake of 2,960 shares — an estimated $269K sold.

Everence Capital Management first reported a position in TFIN in Q4 2020 and held it in 17 quarters. The position peaked at $600K in Q4 2021. 207 funds tracked by Wall St. Rank hold TFIN as of Q1 2025.

Everence Capital Management reported no remaining Triumph Financial Inc position as of Q1 2025 after selling out during the quarter.
Everence Capital Management sold 2,960 Triumph Financial Inc shares in Q1 2025, an estimated $269K.
Everence Capital Management first reported a position in Triumph Financial Inc in Q4 2020 and held it in 17 quarters.
Everence Capital Management's Triumph Financial Inc position peaked at $600K in Q4 2021.
207 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q1 2025.

Based on Everence Capital Management's 13F filing for Q1 2025, filed 22 Apr 2025.