JFS Wealth Advisors’s Triumph Financial Inc TFIN Stock Holding History

JFS Wealth 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 Q2	$306	Buy	+4	New	+$272	﹤0.01%	2057
2025 Q4	–	Sell	-1	Closed	-$51	–	1974
2025 Q3	$51	Sell	1 -7	-88%	-$412	﹤0.01%	1866
2025 Q2	$441	Sell	8 -1	-11%	-$56	﹤0.01%	1716
2025 Q1	$521	Sell	9 -1	-10%	-$73	﹤0.01%	1762
2024 Q4	$909	Hold	10	–	–	﹤0.01%	1687
2024 Q3	$796	Hold	10	–	–	﹤0.01%	1738
2024 Q2	$818	Hold	10	–	–	﹤0.01%	1714
2024 Q1	$794	Hold	10	–	–	﹤0.01%	1713
2023 Q4	$802	Buy	10 +1	+11%	+$68	﹤0.01%	1700
2023 Q3	$584	Buy	9 +1	+13%	+$66	﹤0.01%	1716
2023 Q2	$486	Buy	8 +2	+33%	+$110	﹤0.01%	1765
2023 Q1	$349	Sell	6 -3	-33%	-$172	﹤0.01%	1765
2022 Q4	$440	Buy	9 +6	+200%	+$324	﹤0.01%	1749
2022 Q3	$0	Sell	3 -8	-73%	-$526	﹤0.01%	1924
2022 Q2	$1K	Buy	11 +3	+38%	+$213	﹤0.01%	1647
2022 Q1	$1K	Buy	8 +6	+300%	+$591	﹤0.01%	1738
2021 Q4	$0	Buy	+2	New	+$240	﹤0.01%	1879

Other funds holding TFIN

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Kings Path Partners Sugar Land, Texas $376M AUM 19% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return