MML Investors Services
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MML Investors Services’s Triumph Financial Inc TFIN Stock Holding History

MML Investors Services’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
2025
Q1 		– Sell
-2,540
Closed -$231K – 2803
2024
Q4 		$231K Sell
2,540
-271
-10% -$25.2K ﹤0.01% 2430
2024
Q3 		$224K Sell
2,811
-25
-0.9% -$2.09K ﹤0.01% 2369
2024
Q2 		$232K Sell
2,836
-531
-16% -$39.6K ﹤0.01% 2264
2024
Q1 		$267K Sell
3,367
-235
-7% -$17.7K ﹤0.01% 2185
2023
Q4 		$289K Buy
3,602
+121
+3% +$8.19K ﹤0.01% 2064
2023
Q3 		$226K Sell
3,481
-38
-1% -$2.51K ﹤0.01% 2084
2023
Q2 		$214K Buy
+3,519
New +$193K ﹤0.01% 2137

Other funds holding TFIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $2.9T AUM 29.55% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

MML Investors Services's TFIN Position: Q1 2025 in Review

MML Investors Services sold out of Triumph Financial Inc (TFIN) in Q1 2025, closing a stake of 2,540 shares — an estimated $231K sold.

MML Investors Services first reported a position in TFIN in Q2 2023 and held it in 7 quarters. The position peaked at $289K in Q4 2023. 207 funds tracked by Wall St. Rank hold TFIN as of Q1 2025.

  • MML Investors Services reported no remaining Triumph Financial Inc position as of Q1 2025 after selling out during the quarter.
  • MML Investors Services sold 2,540 Triumph Financial Inc shares in Q1 2025, an estimated $231K.
  • MML Investors Services first reported a position in Triumph Financial Inc in Q2 2023 and held it in 7 quarters.
  • MML Investors Services's Triumph Financial Inc position peaked at $289K in Q4 2023.
  • 207 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q1 2025.

Based on MML Investors Services's 13F filing for Q1 2025, filed 14 May 2025.