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Mutual of America Capital Management’s Triumph Financial Inc TFIN Stock Holding History

Mutual of America Capital Management’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
-3,324
Closed -$302K – 1445
2024
Q4 		$302K Buy
3,324
+27
+0.8% +$2.51K ﹤0.01% 1277
2024
Q3 		$262K Sell
3,297
-252
-7% -$21K ﹤0.01% 1325
2024
Q2 		$290K Sell
3,549
-165
-4% -$12.3K ﹤0.01% 1300
2024
Q1 		$295K Sell
3,714
-77
-2% -$5.82K ﹤0.01% 1313
2023
Q4 		$304K Sell
3,791
-3
-0.1% -$203 ﹤0.01% 1292
2023
Q3 		$246K Sell
3,794
-497
-12% -$32.8K ﹤0.01% 1313
2023
Q2 		$261K Sell
4,291
-365
-8% -$20.1K ﹤0.01% 1336
2023
Q1 		$270K Sell
4,656
-87
-2% -$4.99K ﹤0.01% 1313
2022
Q4 		$232K Buy
4,743
+167
+4% +$9.02K ﹤0.01% 1349
2022
Q3 		$249K Buy
4,576
+604
+15% +$39.7K ﹤0.01% 1297
2022
Q2 		$248K Buy
3,972
+565
+17% +$40K ﹤0.01% 1259
2022
Q1 		$320K Buy
3,407
+180
+6% +$17.7K ﹤0.01% 1199
2021
Q4 		$384K Buy
3,227
+80
+3% +$9.58K ﹤0.01% 1175
2021
Q3 		$315K Sell
3,147
-72
-2% -$5.77K ﹤0.01% 1215
2021
Q2 		$239K Buy
3,219
+195
+6% +$16.6K ﹤0.01% 1339
2021
Q1 		$234K Buy
3,024
+188
+7% +$13.1K ﹤0.01% 1315
2020
Q4 		$138K Buy
2,836
+104
+4% +$4.68K ﹤0.01% 1390
2020
Q3 		$85K Buy
2,732
+1,659
+155% +$45.4K ﹤0.01% 1427
2020
Q2 		$26K Buy
1,073
+62
+6% +$1.52K ﹤0.01% 1504
2020
Q1 		$26K Buy
1,011
+179
+22% +$6.2K ﹤0.01% 1435
2019
Q4 		$32K Sell
832
-63
-7% -$2.17K ﹤0.01% 1463
2019
Q3 		$29K Buy
895
+9
+1% +$271 ﹤0.01% 1486
2019
Q2 		$26K Buy
886
+184
+26% +$5.49K ﹤0.01% 1512
2019
Q1 		$21K Buy
702
+105
+18% +$3.28K ﹤0.01% 1512
2018
Q4 		$18K Buy
597
+137
+30% +$4.84K ﹤0.01% 1492
2018
Q3 		$18K Buy
+460
New +$19.1K ﹤0.01% 1509

Other funds holding TFIN

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $552B AUM 44.19% 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 $226B AUM 44.75% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Mutual of America Capital Management's TFIN Position: Q1 2025 in Review

Mutual of America Capital Management sold out of Triumph Financial Inc (TFIN) in Q1 2025, closing a stake of 3,324 shares — an estimated $302K sold.

Mutual of America Capital Management first reported a position in TFIN in Q3 2018 and held it in 26 quarters. The position peaked at $384K in Q4 2021. 207 funds tracked by Wall St. Rank hold TFIN as of Q1 2025.

  • Mutual of America Capital Management reported no remaining Triumph Financial Inc position as of Q1 2025 after selling out during the quarter.
  • Mutual of America Capital Management sold 3,324 Triumph Financial Inc shares in Q1 2025, an estimated $302K.
  • Mutual of America Capital Management first reported a position in Triumph Financial Inc in Q3 2018 and held it in 26 quarters.
  • Mutual of America Capital Management's Triumph Financial Inc position peaked at $384K in Q4 2021.
  • 207 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q1 2025.

Based on Mutual of America Capital Management's 13F filing for Q1 2025, filed 1 May 2025.