FHC
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Forest Hill Capital’s Triumph Financial Inc TFIN Stock Holding History

Forest Hill Capital’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
2024
Q1 		– Sell
-48,570
Closed -$3.89M – 46
2023
Q4 		$3.89M Sell
48,570
-5,000
-9% -$338K 2.03% 20
2023
Q3 		$3.47M Hold
53,570
– – 1.8% 23
2023
Q2 		$3.25M Hold
53,570
– – 1.54% 26
2023
Q1 		$3.11M Hold
53,570
– – 1.35% 26
2022
Q4 		$2.62M Hold
53,570
– – 1.11% 28
2022
Q3 		$2.91M Sell
53,570
-15,000
-22% -$987K 1.24% 25
2022
Q2 		$4.29M Sell
68,570
-45,717
-40% -$3.24M 1.78% 23
2022
Q1 		$10.7M Sell
114,287
-15,000
-12% -$1.48M 2.84% 17
2021
Q4 		$15.4M Sell
129,287
-10,175
-7% -$1.22M 4.2% 9
2021
Q3 		$14M Hold
139,462
– – 3.9% 11
2021
Q2 		$10.4M Sell
139,462
-8,518
-6% -$726K 3.09% 18
2021
Q1 		$11.5M Sell
147,980
-10,000
-6% -$696K 3.44% 14
2020
Q4 		$7.67M Sell
157,980
-55,000
-26% -$2.48M 2.78% 20
2020
Q3 		$6.63M Hold
212,980
– – 3.01% 14
2020
Q2 		$5.17M Hold
212,980
– – 2.23% 22
2020
Q1 		$5.54M Hold
212,980
– – 2.95% 14
2019
Q4 		$8.1M Sell
212,980
-79,657
-27% -$2.75M 2.68% 17
2019
Q3 		$9.33M Hold
292,637
– – 3.28% 10
2019
Q2 		$8.5M Buy
292,637
+4,600
+2% +$137K 2.97% 13
2019
Q1 		$8.46M Sell
288,037
-104,579
-27% -$3.26M 2.6% 15
2018
Q4 		$11.7M Sell
392,616
-75,391
-16% -$2.66M 3.69% 7
2018
Q3 		$17.9M Buy
468,007
+98,287
+27% +$4.08M 3.86% 3
2018
Q2 		$15.1M Buy
369,720
+125,000
+51% +$5.05M 3.94% 7
2018
Q1 		$10.1M Buy
244,720
+74,388
+44% +$2.91M 2.73% 18
2017
Q4 		$5.37M Buy
170,332
+49,139
+41% +$1.55M 1.52% 28
2017
Q3 		$3.91M Buy
+121,193
New +$3.4M 1.12% 34

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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Forest Hill Capital's TFIN Position: Q1 2024 in Review

Forest Hill Capital sold out of Triumph Financial Inc (TFIN) in Q1 2024, closing a stake of 48,570 shares — an estimated $3.89M sold.

Forest Hill Capital first reported a position in TFIN in Q3 2017 and held it in 26 quarters. The position peaked at $17.9M in Q3 2018. 177 funds tracked by Wall St. Rank hold TFIN as of Q1 2024.

  • Forest Hill Capital reported no remaining Triumph Financial Inc position as of Q1 2024 after selling out during the quarter.
  • Forest Hill Capital sold 48,570 Triumph Financial Inc shares in Q1 2024, an estimated $3.89M.
  • Forest Hill Capital first reported a position in Triumph Financial Inc in Q3 2017 and held it in 26 quarters.
  • Forest Hill Capital's Triumph Financial Inc position peaked at $17.9M in Q3 2018.
  • 177 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q1 2024.

Based on Forest Hill Capital's 13F filing for Q1 2024, filed 15 May 2024.