Jim Simons
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Jim Simons’s Triumph Financial Inc TFIN Stock Holding History

Jim Simons’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
2023
Q2 		– Sell
-49,800
Closed -$2.89M – 4255
2023
Q1 		$2.89M Buy
49,800
+32,300
+185% +$1.85M ﹤0.01% 1795
2022
Q4 		$855K Sell
17,500
-7,400
-30% -$400K ﹤0.01% 2623
2022
Q3 		$1.35M Sell
24,900
-76,700
-75% -$5.05M ﹤0.01% 2303
2022
Q2 		$6.36M Buy
+101,600
New +$7.2M 0.01% 1385
2021
Q4 		– Sell
-35,500
Closed -$3.56M – 4221
2021
Q3 		$3.56M Buy
+35,500
New +$2.84M ﹤0.01% 1671
2021
Q2 		– Sell
-3,700
Closed -$286K – 3770
2021
Q1 		$286K Sell
3,700
-500
-12% -$34.8K ﹤0.01% 3070
2020
Q4 		$204K Buy
+4,200
New +$189K ﹤0.01% 3136
2019
Q2 		– Sell
-14,300
Closed -$420K – 3749
2019
Q1 		$420K Sell
14,300
-78,600
-85% -$2.45M ﹤0.01% 2989
2018
Q4 		$2.76M Sell
92,900
-91,800
-50% -$3.24M ﹤0.01% 2063
2018
Q3 		$7.06M Sell
184,700
-59,700
-24% -$2.48M 0.01% 1573
2018
Q2 		$9.96M Buy
244,400
+100,100
+69% +$4.04M 0.01% 1352
2018
Q1 		$5.95M Buy
144,300
+82,300
+133% +$3.22M 0.01% 1706
2017
Q4 		$1.95M Sell
62,000
-67,888
-52% -$2.14M ﹤0.01% 2359
2017
Q3 		$4.19M Buy
129,888
+37,988
+41% +$1.07M ﹤0.01% 1877
2017
Q2 		$2.26M Sell
91,900
-59,912
-39% -$1.39M ﹤0.01% 2196
2017
Q1 		$3.92M Buy
151,812
+46,412
+44% +$1.23M 0.01% 1840
2016
Q4 		$2.76M Buy
105,400
+59,100
+128% +$1.26M ﹤0.01% 2047
2016
Q3 		$919K Buy
46,300
+2,900
+7% +$52.5K ﹤0.01% 2609
2016
Q2 		$694K Sell
43,400
-1,600
-4% -$25.4K ﹤0.01% 2672
2016
Q1 		$712K Buy
45,000
+5,300
+13% +$76.1K ﹤0.01% 2730
2015
Q4 		$655K Buy
39,700
+22,200
+127% +$378K ﹤0.01% 2634
2015
Q3 		$294K Sell
17,500
-3,363
-16% -$48.3K ﹤0.01% 2770
2015
Q2 		$274K Buy
+20,863
New +$275K ﹤0.01% 2911

Other funds holding TFIN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LCG
Luxor Capital Group New York $1.43B AUM 30.88% 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 $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jim Simons's TFIN Position: Q2 2023 in Review

Jim Simons sold out of Triumph Financial Inc (TFIN) in Q2 2023, closing a stake of 49,800 shares — an estimated $2.89M sold.

Jim Simons first reported a position in TFIN in Q2 2015 and held it in 23 quarters. The position peaked at $9.96M in Q2 2018. 157 funds tracked by Wall St. Rank hold TFIN as of Q2 2023.

  • Jim Simons reported no remaining Triumph Financial Inc position as of Q2 2023 after selling out during the quarter.
  • Jim Simons sold 49,800 Triumph Financial Inc shares in Q2 2023, an estimated $2.89M.
  • Jim Simons first reported a position in Triumph Financial Inc in Q2 2015 and held it in 23 quarters.
  • Jim Simons's Triumph Financial Inc position peaked at $9.96M in Q2 2018.
  • 157 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q2 2023.

Based on Renaissance Technologies's 13F filing for Q2 2023, filed 11 Aug 2023.