Mercer Global Advisors
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Mercer Global Advisors’s Triumph Financial Inc TFIN Stock Holding History

Mercer Global 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
2024
Q1 		– Sell
-7,654
Closed -$614K – 2135
2023
Q4 		$614K Buy
+7,654
New +$518K ﹤0.01% 1203

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LCG
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Thrivent Financial for Lutherans
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Mercer Global Advisors's TFIN Position: Q1 2024 in Review

Mercer Global Advisors sold out of Triumph Financial Inc (TFIN) in Q1 2024, closing a stake of 7,654 shares — an estimated $614K sold.

Mercer Global Advisors first reported a position in TFIN in Q4 2023 and held it in 1 quarter. The position peaked at $614K in Q4 2023. 177 funds tracked by Wall St. Rank hold TFIN as of Q1 2024.

  • Mercer Global Advisors reported no remaining Triumph Financial Inc position as of Q1 2024 after selling out during the quarter.
  • Mercer Global Advisors sold 7,654 Triumph Financial Inc shares in Q1 2024, an estimated $614K.
  • Mercer Global Advisors first reported a position in Triumph Financial Inc in Q4 2023 and held it in 1 quarter.
  • Mercer Global Advisors's Triumph Financial Inc position peaked at $614K in Q4 2023.
  • 177 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q1 2024.

Based on Mercer Global Advisors's 13F filing for Q1 2024, filed 15 May 2024.