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NewEdge Advisors’s Triumph Financial Inc TFIN Stock Holding History

NewEdge 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
2025
Q2 		– Sell
-50
Closed -$2.89K – 4153
2025
Q1 		$2.89K Hold
50
– – ﹤0.01% 3433
2024
Q4 		$4.54K Hold
50
– – ﹤0.01% 3265
2024
Q3 		$3.98K Hold
50
– – ﹤0.01% 3221
2024
Q2 		$4.09K Hold
50
– – ﹤0.01% 3157
2024
Q1 		$3.97K Hold
50
– – ﹤0.01% 3214
2023
Q4 		$4.01K Hold
50
– – ﹤0.01% 3180
2023
Q3 		$3.24K Hold
50
– – ﹤0.01% 2934
2023
Q2 		$3.04K Hold
50
– – ﹤0.01% 2968
2023
Q1 		$2.9K Hold
50
– – ﹤0.01% 2941
2022
Q4 		$2 Buy
+50
New +$2.7K ﹤0.01% 3962

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Thrivent Financial for Lutherans
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State Street
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AC
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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
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

NewEdge Advisors's TFIN Position: Q2 2025 in Review

NewEdge Advisors sold out of Triumph Financial Inc (TFIN) in Q2 2025, closing a stake of 50 shares — an estimated $2.89K sold.

NewEdge Advisors first reported a position in TFIN in Q4 2022 and held it in 10 quarters. The position peaked at $4.54K in Q4 2024. 210 funds tracked by Wall St. Rank hold TFIN as of Q2 2025.

  • NewEdge Advisors reported no remaining Triumph Financial Inc position as of Q2 2025 after selling out during the quarter.
  • NewEdge Advisors sold 50 Triumph Financial Inc shares in Q2 2025, an estimated $2.89K.
  • NewEdge Advisors first reported a position in Triumph Financial Inc in Q4 2022 and held it in 10 quarters.
  • NewEdge Advisors's Triumph Financial Inc position peaked at $4.54K in Q4 2024.
  • 210 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q2 2025.

Based on NewEdge Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.