HighTower Advisors’s Triumph Financial Inc TFIN Stock Holding History

HighTower Advisors’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 Q3	–	Sell	-5,652	Closed	-$311K	–	4052
2025 Q2	$311K	Sell	5,652 -23	-0.4%	-$1.28K	﹤0.01%	2900
2025 Q1	$328K	Sell	5,675 -864	-13%	-$63K	﹤0.01%	2786
2024 Q4	$594K	Buy	6,539 +362	+6%	+$33.7K	﹤0.01%	2332
2024 Q3	$491K	Buy	6,177 +902	+17%	+$75.3K	﹤0.01%	2408
2024 Q2	$430K	Buy	+5,275	New	+$393K	﹤0.01%	2428
2024 Q1	–	Sell	-4,225	Closed	-$338K	–	3994
2023 Q4	$338K	Buy	4,225 +167	+4%	+$11.3K	﹤0.01%	2612
2023 Q3	$264K	Hold	4,058	–	–	﹤0.01%	2696
2023 Q2	$246K	Buy	4,058 +31	+0.8%	+$1.7K	﹤0.01%	2704
2023 Q1	$233K	Buy	+4,027	New	+$231K	﹤0.01%	2645
2022 Q2	–	Sell	-4,871	Closed	-$458K	–	3527
2022 Q1	$458K	Hold	4,871	–	–	﹤0.01%	2233
2021 Q4	$580K	Buy	4,871 +782	+19%	+$93.7K	﹤0.01%	2056
2021 Q3	$410K	Buy	4,089 +108	+3%	+$8.65K	﹤0.01%	2203
2021 Q2	$296K	Hold	3,981	–	–	﹤0.01%	2382
2021 Q1	$308K	Buy	+3,981	New	+$277K	﹤0.01%	2283

Other funds holding TFIN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LCG

Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HighTower Advisors's TFIN Position: Q3 2025 in Review

HighTower Advisors sold out of Triumph Financial Inc (TFIN) in Q3 2025, closing a stake of 5,652 shares — an estimated $311K sold.

HighTower Advisors first reported a position in TFIN in Q1 2021 and held it in 14 quarters. The position peaked at $594K in Q4 2024. 194 funds tracked by Wall St. Rank hold TFIN as of Q3 2025.

HighTower Advisors reported no remaining Triumph Financial Inc position as of Q3 2025 after selling out during the quarter.
HighTower Advisors sold 5,652 Triumph Financial Inc shares in Q3 2025, an estimated $311K.
HighTower Advisors first reported a position in Triumph Financial Inc in Q1 2021 and held it in 14 quarters.
HighTower Advisors's Triumph Financial Inc position peaked at $594K in Q4 2024.
194 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q3 2025.

Based on HighTower Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.