Jacobs Levy Equity Management
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Jacobs Levy Equity Management’s Triumph Financial Inc TFIN Stock Holding History

Jacobs Levy Equity Management’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
-70,651
Closed -$3.89M – 1114
2025
Q2 		$3.89M Buy
+70,651
New +$3.93M 0.02% 497
2023
Q1 		– Sell
-18,352
Closed -$897K – 1058
2022
Q4 		$897K Sell
18,352
-25,754
-58% -$1.39M 0.01% 697
2022
Q3 		$2.4M Hold
44,106
– – 0.02% 527
2022
Q2 		$2.76M Sell
44,106
-788
-2% -$55.8K 0.02% 530
2022
Q1 		$4.22M Sell
44,894
-31,408
-41% -$3.09M 0.03% 463
2021
Q4 		$9.09M Buy
76,302
+28,219
+59% +$3.38M 0.06% 325
2021
Q3 		$4.82M Buy
48,083
+18,025
+60% +$1.44M 0.03% 442
2021
Q2 		$2.23M Buy
+30,058
New +$2.56M 0.02% 570
2020
Q4 		– Sell
-21,201
Closed -$660K – 1096
2020
Q3 		$660K Sell
21,201
-14,833
-41% -$406K 0.01% 738
2020
Q2 		$875K Buy
+36,034
New +$884K 0.01% 698
2018
Q3 		– Sell
-14,586
Closed -$594K – 1070
2018
Q2 		$594K Sell
14,586
-16,290
-53% -$658K 0.01% 764
2018
Q1 		$1.27M Buy
30,876
+3,180
+11% +$125K 0.02% 580
2017
Q4 		$872K Buy
27,696
+2,670
+11% +$84.3K 0.02% 643
2017
Q3 		$807K Buy
25,026
+130
+0.5% +$3.65K 0.02% 629
2017
Q2 		$611K Buy
24,896
+6,500
+35% +$151K 0.01% 660
2017
Q1 		$475K Buy
18,396
+7,270
+65% +$193K 0.01% 668
2016
Q4 		$291K Hold
11,126
– – 0.01% 771
2016
Q3 		$221K Sell
11,126
-1,400
-11% -$25.4K ﹤0.01% 883
2016
Q2 		$200K Hold
12,526
– – ﹤0.01% 1010
2016
Q1 		$198K Hold
12,526
– – ﹤0.01% 973
2015
Q4 		$207K Hold
12,526
– – ﹤0.01% 694
2015
Q3 		$210K Buy
+12,526
New +$180K ﹤0.01% 710

Other funds holding TFIN

BlackRock
BlackRock New York $5.72T 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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

Jacobs Levy Equity Management's TFIN Position: Q3 2025 in Review

Jacobs Levy Equity Management sold out of Triumph Financial Inc (TFIN) in Q3 2025, closing a stake of 70,651 shares — an estimated $3.89M sold.

Jacobs Levy Equity Management first reported a position in TFIN in Q3 2015 and held it in 22 quarters. The position peaked at $9.09M in Q4 2021. 194 funds tracked by Wall St. Rank hold TFIN as of Q3 2025.

  • Jacobs Levy Equity Management reported no remaining Triumph Financial Inc position as of Q3 2025 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 70,651 Triumph Financial Inc shares in Q3 2025, an estimated $3.89M.
  • Jacobs Levy Equity Management first reported a position in Triumph Financial Inc in Q3 2015 and held it in 22 quarters.
  • Jacobs Levy Equity Management's Triumph Financial Inc position peaked at $9.09M in Q4 2021.
  • 194 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q3 2025.

Based on Jacobs Levy Equity Management's 13F filing for Q3 2025, filed 17 Nov 2025.