PPA
TFIN icon

Parametric Portfolio Associates’s Triumph Financial Inc TFIN Stock Holding History

Parametric Portfolio Associates’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
2022
Q1 		$3.9M Sell
41,498
-8,680
-17% -$854K ﹤0.01% 2029
2021
Q4 		$5.97M Buy
50,178
+16,840
+51% +$2.02M ﹤0.01% 1735
2021
Q3 		$3.34M Sell
33,338
-1,275
-4% -$102K ﹤0.01% 2111
2021
Q2 		$2.57M Buy
34,613
+9,366
+37% +$798K ﹤0.01% 2294
2021
Q1 		$1.95M Buy
25,247
+2,895
+13% +$201K ﹤0.01% 2789
2020
Q4 		$1.08M Buy
22,352
+1,851
+9% +$83.3K ﹤0.01% 3008
2020
Q3 		$638K Buy
20,501
+4,833
+31% +$132K ﹤0.01% 3154
2020
Q2 		$380K Sell
15,668
-18,965
-55% -$465K ﹤0.01% 3381
2020
Q1 		$900K Buy
34,633
+6,425
+23% +$222K ﹤0.01% 2858
2019
Q4 		$1.07M Buy
28,208
+8,165
+41% +$282K ﹤0.01% 3028
2019
Q3 		$639K Buy
20,043
+4,341
+28% +$131K ﹤0.01% 3248
2019
Q2 		$456K Sell
15,702
-279
-2% -$8.32K ﹤0.01% 3398
2019
Q1 		$470K Buy
15,981
+247
+2% +$7.71K ﹤0.01% 3368
2018
Q4 		$467K Sell
15,734
-9,985
-39% -$352K ﹤0.01% 3343
2018
Q3 		$982K Sell
25,719
-704
-3% -$29.3K ﹤0.01% 3109
2018
Q2 		$1.08M Sell
26,423
-11,141
-30% -$450K ﹤0.01% 3023
2018
Q1 		$1.55M Sell
37,564
-4,287
-10% -$168K ﹤0.01% 2776
2017
Q4 		$1.32M Buy
41,851
+31,483
+304% +$994K ﹤0.01% 2868
2017
Q3 		$334K Sell
10,368
-3,133
-23% -$87.9K ﹤0.01% 3629
2017
Q2 		$331K Buy
13,501
+4,160
+45% +$96.4K ﹤0.01% 3587
2017
Q1 		$241K Buy
9,341
+1,326
+17% +$35.2K ﹤0.01% 3525
2016
Q4 		$210K Sell
8,015
-2,990
-27% -$63.8K ﹤0.01% 3574
2016
Q3 		$218K Sell
11,005
-2,818
-20% -$51K ﹤0.01% 3546
2016
Q2 		$221K Buy
13,823
+3,697
+37% +$58.7K ﹤0.01% 3569
2016
Q1 		$160K Buy
+10,126
New +$145K ﹤0.01% 3788
2015
Q2 		– Sell
-21,299
Closed -$291K – 3996
2015
Q1 		$291K Buy
+21,299
New +$277K ﹤0.01% 3562

Other funds holding TFIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Parametric Portfolio Associates's TFIN Position: Q1 2022 in Review

Parametric Portfolio Associates reduced its Triumph Financial Inc (TFIN) stake by 17% in Q1 2022, selling an estimated $854K and leaving 41,498 shares worth $3.9M. The position accounts for ﹤0.01% of the portfolio, ranked #2029.

Parametric Portfolio Associates first reported a position in TFIN in Q1 2015 and has held it in 26 quarters since. The position peaked at $5.97M in Q4 2021. 172 funds tracked by Wall St. Rank hold TFIN as of Q1 2022.

  • Parametric Portfolio Associates held 41,498 shares of Triumph Financial Inc worth $3.9M as of Q1 2022.
  • Parametric Portfolio Associates sold 8,680 Triumph Financial Inc shares in Q1 2022, an estimated $854K.
  • Triumph Financial Inc made up ﹤0.01% of Parametric Portfolio Associates's portfolio in Q1 2022, its #2029 holding.
  • Parametric Portfolio Associates first reported a position in Triumph Financial Inc in Q1 2015 and has held it in 26 quarters since.
  • Parametric Portfolio Associates's Triumph Financial Inc position peaked at $5.97M in Q4 2021.
  • 172 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q1 2022.

Based on Parametric Portfolio Associates's 13F filing for Q1 2022, filed 16 May 2022.