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Global Retirement Partners’s Triumph Financial Inc TFIN Stock Holding History

Global Retirement Partners’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
Q4 		$91 Buy
+1
New +$93 ﹤0.01% 3554
2022
Q3 		– Sell
-8
Closed -$1K – 2969
2022
Q2 		$1K Buy
+8
New +$567 ﹤0.01% 2567

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Vanguard Group
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State Street
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Thrivent Financial for Lutherans
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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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return

Global Retirement Partners's TFIN Position: Q4 2024 in Review

Global Retirement Partners opened a new position in Triumph Financial Inc (TFIN) in Q4 2024: 1 share worth $91. The stake represents ﹤0.01% of the portfolio and ranks #3554 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in TFIN as recently as Q2 2022.

Global Retirement Partners first reported a position in TFIN in Q2 2022 and has held it in 2 quarters since. The position peaked at $1K in Q2 2022. 213 funds tracked by Wall St. Rank hold TFIN as of Q4 2024.

  • Global Retirement Partners held 1 share of Triumph Financial Inc worth $91 as of Q4 2024.
  • Triumph Financial Inc was a new Global Retirement Partners position in Q4 2024.
  • Triumph Financial Inc made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2024, its #3554 holding.
  • Global Retirement Partners first reported a position in Triumph Financial Inc in Q2 2022 and has held it in 2 quarters since.
  • Global Retirement Partners's Triumph Financial Inc position peaked at $1K in Q2 2022.
  • 213 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q4 2024.

Based on Global Retirement Partners's 13F filing for Q4 2024, filed 31 Jan 2025.