Moisand Fitzgerald Tamayo’s Triumph Financial Inc TFIN Stock Holding History

Moisand Fitzgerald Tamayo’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 Q4	–	Sell	-28	Closed	-$1.4K	–	572
2025 Q3	$1.4K	Hold	28	–	–	﹤0.01%	524
2025 Q2	$1.54K	Hold	28	–	–	﹤0.01%	517
2025 Q1	$1.62K	Hold	28	–	–	﹤0.01%	518
2024 Q4	$2.54K	Hold	28	–	–	﹤0.01%	498
2024 Q3	$2.23K	Hold	28	–	–	﹤0.01%	524
2024 Q2	$2.29K	Hold	28	–	–	﹤0.01%	486
2024 Q1	$2.22K	Hold	28	–	–	﹤0.01%	482
2023 Q4	$2.25K	Hold	28	–	–	﹤0.01%	526
2023 Q3	$1.81K	Hold	28	–	–	﹤0.01%	580
2023 Q2	$1.7K	Hold	28	–	–	﹤0.01%	574
2023 Q1	$1.63K	Hold	28	–	–	﹤0.01%	596
2022 Q4	$1.37K	Buy	+28	New	+$1.51K	﹤0.01%	624

Other funds holding TFIN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

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

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

FCM

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

LCG

Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return

Moisand Fitzgerald Tamayo's TFIN Position: Q4 2025 in Review

Moisand Fitzgerald Tamayo sold out of Triumph Financial Inc (TFIN) in Q4 2025, closing a stake of 28 shares — an estimated $1.4K sold.

Moisand Fitzgerald Tamayo first reported a position in TFIN in Q4 2022 and held it in 12 quarters. The position peaked at $2.54K in Q4 2024. 206 funds tracked by Wall St. Rank hold TFIN as of Q4 2025.

Moisand Fitzgerald Tamayo reported no remaining Triumph Financial Inc position as of Q4 2025 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 28 Triumph Financial Inc shares in Q4 2025, an estimated $1.4K.
Moisand Fitzgerald Tamayo first reported a position in Triumph Financial Inc in Q4 2022 and held it in 12 quarters.
Moisand Fitzgerald Tamayo's Triumph Financial Inc position peaked at $2.54K in Q4 2024.
206 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q4 2025.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q4 2025, filed 14 Jan 2026.