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Global Financial Private Client’s Triumph Financial Inc TFIN Stock Holding History

Global Financial Private Client’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
Q2 		– Sell
-4
Closed -$231 – 1446
2025
Q1 		$231 Buy
4
+3
+300% +$219 ﹤0.01% 1505
2024
Q4 		$91 Buy
+1
New +$93 ﹤0.01% 1502

Other funds holding TFIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Global Financial Private Client's TFIN Position: Q2 2025 in Review

Global Financial Private Client sold out of Triumph Financial Inc (TFIN) in Q2 2025, closing a stake of 4 shares — an estimated $231 sold.

Global Financial Private Client first reported a position in TFIN in Q4 2024 and held it in 2 quarters. The position peaked at $231 in Q1 2025. 210 funds tracked by Wall St. Rank hold TFIN as of Q2 2025.

  • Global Financial Private Client reported no remaining Triumph Financial Inc position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 4 Triumph Financial Inc shares in Q2 2025, an estimated $231.
  • Global Financial Private Client first reported a position in Triumph Financial Inc in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Triumph Financial Inc position peaked at $231 in Q1 2025.
  • 210 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.