LPL Financial

LPL Financial’s Triumph Financial Inc TFIN Stock Holding History

LPL Financial’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 Q1	$2.66M	Buy	44,554 +1,520	+4%	+$95K	﹤0.01%	3237
2025 Q4	$2.7M	Buy	43,034 +9,858	+30%	+$552K	﹤0.01%	3118
2025 Q3	$1.66M	Buy	33,176 +5,679	+21%	+$335K	﹤0.01%	3488
2025 Q2	$1.52M	Buy	27,497 +19,596	+248%	+$1.09M	﹤0.01%	3379
2025 Q1	$457K	Buy	7,901 +1,835	+30%	+$134K	﹤0.01%	4251
2024 Q4	$551K	Buy	6,066 +3,429	+130%	+$319K	﹤0.01%	4015
2024 Q3	$210K	Buy	+2,637	New	+$220K	﹤0.01%	4694
2022 Q1	–	Sell	-3,637	Closed	-$433K	–	4386
2021 Q4	$433K	Buy	+3,637	New	+$436K	﹤0.01%	3402
2018 Q4	–	Sell	-6,416	Closed	-$245K	–	3240
2018 Q3	$245K	Buy	6,416 +1,387	+28%	+$57.6K	﹤0.01%	2846
2018 Q2	$205K	Buy	+5,029	New	+$203K	﹤0.01%	2968

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Kayne Anderson Rudnick Investment Management

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State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return

Thrivent Financial for Lutherans

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Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return