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Guggenheim Capital’s Triumph Financial Inc TFIN Stock Holding History

Guggenheim 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
2022
Q3 		– Sell
-5,230
Closed -$328K – 2039
2022
Q2 		$328K Buy
5,230
+1,529
+41% +$108K ﹤0.01% 1741
2022
Q1 		$348K Buy
3,701
+107
+3% +$10.5K ﹤0.01% 1822
2021
Q4 		$428K Buy
3,594
+1,231
+52% +$147K ﹤0.01% 1759
2021
Q3 		$237K Sell
2,363
-2,171
-48% -$174K ﹤0.01% 2008
2021
Q2 		$337K Sell
4,534
-456
-9% -$38.8K ﹤0.01% 1986
2021
Q1 		$386K Sell
4,990
-4,700
-49% -$327K ﹤0.01% 1847
2020
Q4 		$470K Buy
+9,690
New +$436K ﹤0.01% 1664
2019
Q1 		– Sell
-7,302
Closed -$217K – 2215
2018
Q4 		$217K Buy
+7,302
New +$258K ﹤0.01% 2032

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
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Guggenheim Capital's TFIN Position: Q3 2022 in Review

Guggenheim Capital sold out of Triumph Financial Inc (TFIN) in Q3 2022, closing a stake of 5,230 shares — an estimated $328K sold.

Guggenheim Capital first reported a position in TFIN in Q4 2018 and held it in 8 quarters. The position peaked at $470K in Q4 2020. 176 funds tracked by Wall St. Rank hold TFIN as of Q3 2022.

  • Guggenheim Capital reported no remaining Triumph Financial Inc position as of Q3 2022 after selling out during the quarter.
  • Guggenheim Capital sold 5,230 Triumph Financial Inc shares in Q3 2022, an estimated $328K.
  • Guggenheim Capital first reported a position in Triumph Financial Inc in Q4 2018 and held it in 8 quarters.
  • Guggenheim Capital's Triumph Financial Inc position peaked at $470K in Q4 2020.
  • 176 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q3 2022.

Based on Guggenheim Capital's 13F filing for Q3 2022, filed 14 Nov 2022.