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First Mercantile Trust’s Triumph Financial Inc TFIN Stock Holding History

First Mercantile Trust’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
2021
Q3 		$165K Sell
1,648
-191
-10% -$15.3K 0.02% 479
2021
Q2 		$137K Sell
1,839
-625
-25% -$53.2K 0.02% 583
2021
Q1 		$191K Sell
2,464
-288
-10% -$20K 0.02% 453
2020
Q4 		$134K Sell
2,752
-1,054
-28% -$47.4K 0.02% 590
2020
Q3 		$172K Sell
3,806
-477
-11% -$13.1K 0.02% 474
2020
Q2 		$104K Buy
+4,283
New +$105K 0.01% 650

Other funds holding TFIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

First Mercantile Trust's TFIN Position: Q3 2021 in Review

First Mercantile Trust reduced its Triumph Financial Inc (TFIN) stake by 10% in Q3 2021, selling an estimated $15.3K and leaving 1,648 shares worth $165K. The position accounts for 0.02% of the portfolio, ranked #479.

First Mercantile Trust first reported a position in TFIN in Q2 2020 and has held it in 6 quarters since. The position peaked at $191K in Q1 2021. 169 funds tracked by Wall St. Rank hold TFIN as of Q3 2021.

  • First Mercantile Trust held 1,648 shares of Triumph Financial Inc worth $165K as of Q3 2021.
  • First Mercantile Trust sold 191 Triumph Financial Inc shares in Q3 2021, an estimated $15.3K.
  • Triumph Financial Inc made up 0.02% of First Mercantile Trust's portfolio in Q3 2021, its #479 holding.
  • First Mercantile Trust first reported a position in Triumph Financial Inc in Q2 2020 and has held it in 6 quarters since.
  • First Mercantile Trust's Triumph Financial Inc position peaked at $191K in Q1 2021.
  • 169 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q3 2021.

Based on First Mercantile Trust's 13F filing for Q3 2021, filed 24 Nov 2021.