Jones Financial Companies
TGI

Jones Financial Companies’s Triumph Group TGI Stock Holding History

Jones Financial Companies’s Portfolio TGI Stock Details TGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-23
Closed -$593 – 4370
2025
Q2 		$593 Buy
+23
New +$586 ﹤0.01% 3775
2013
Q3 		– Sell
-300
Closed -$24K – 832
2013
Q2 		$24K Buy
+300
New +$23.2K ﹤0.01% 432

Other funds holding TGI

CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Jones Financial Companies's TGI Position: Q3 2025 in Review

Jones Financial Companies sold out of Triumph Group (TGI) in Q3 2025, closing a stake of 23 shares — an estimated $593 sold.

Jones Financial Companies first reported a position in TGI in Q2 2013 and held it in 2 quarters. The position peaked at $24K in Q2 2013. 4 funds tracked by Wall St. Rank hold TGI as of Q3 2025.

  • Jones Financial Companies reported no remaining Triumph Group position as of Q3 2025 after selling out during the quarter.
  • Jones Financial Companies sold 23 Triumph Group shares in Q3 2025, an estimated $593.
  • Jones Financial Companies first reported a position in Triumph Group in Q2 2013 and held it in 2 quarters.
  • Jones Financial Companies's Triumph Group position peaked at $24K in Q2 2013.
  • 4 funds tracked by Wall St. Rank held Triumph Group as of Q3 2025.

Based on Jones Financial Companies's 13F filing for Q3 2025, filed 4 Nov 2025.