IFP Advisors’s Triumph Financial Inc TFIN Stock Holding History

IFP 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
2026 Q1	$60	Hold	1	–	–	﹤0.01%	4812
2025 Q4	$63	Hold	1	–	–	﹤0.01%	4671
2025 Q3	$50	Buy	+1	New	+$59	﹤0.01%	4659
2025 Q2	–	Hold	0	–	–	–	2794
2025 Q1	–	Hold	0	–	–	–	3811
2024 Q4	–	Hold	0	–	–	–	3790
2021 Q3	–	Hold	0	–	–	–	4553
2021 Q2	–	Hold	0	–	–	–	4318
2021 Q1	–	Hold	0	–	–	–	4211
2020 Q4	–	Sell	-47	Closed	-$2.12K	–	4012
2020 Q3	$1K	Hold	47	–	–	﹤0.01%	2718
2020 Q2	$1K	Hold	47	–	–	﹤0.01%	2617
2020 Q1	$1K	Buy	+47	New	+$1.63K	﹤0.01%	2613
2019 Q4	–	Hold	0	–	–	–	3564
2019 Q3	–	Hold	0	–	–	–	3622
2019 Q1	–	Sell	-47	Closed	-$1K	–	3349
2018 Q4	$1K	Hold	47	–	–	﹤0.01%	3383
2018 Q3	$2K	Buy	+47	New	+$1.95K	﹤0.01%	3580

Other funds holding TFIN

BlackRock New York $5.7T 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

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

Thrivent Financial for Lutherans

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return