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Integrated Wealth Concepts’s Triumph Financial Inc TFIN Stock Holding History

Integrated Wealth Concepts’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
-7,791
Closed -$429K – 2095
2025
Q2 		$429K Buy
+7,791
New +$434K ﹤0.01% 1361

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Thrivent Financial for Lutherans
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State Street
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AC
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Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Dimensional Fund Advisors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Integrated Wealth Concepts's TFIN Position: Q3 2025 in Review

Integrated Wealth Concepts sold out of Triumph Financial Inc (TFIN) in Q3 2025, closing a stake of 7,791 shares — an estimated $429K sold.

Integrated Wealth Concepts first reported a position in TFIN in Q2 2025 and held it in 1 quarter. The position peaked at $429K in Q2 2025. 194 funds tracked by Wall St. Rank hold TFIN as of Q3 2025.

  • Integrated Wealth Concepts reported no remaining Triumph Financial Inc position as of Q3 2025 after selling out during the quarter.
  • Integrated Wealth Concepts sold 7,791 Triumph Financial Inc shares in Q3 2025, an estimated $429K.
  • Integrated Wealth Concepts first reported a position in Triumph Financial Inc in Q2 2025 and held it in 1 quarter.
  • Integrated Wealth Concepts's Triumph Financial Inc position peaked at $429K in Q2 2025.
  • 194 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q3 2025.

Based on Integrated Wealth Concepts's 13F filing for Q3 2025, filed 14 Nov 2025.