PP
TFIN icon

PDT Partners’s Triumph Financial Inc TFIN Stock Holding History

PDT Partners’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
2023
Q4 		– Sell
-16,668
Closed -$1.08M – 665
2023
Q3 		$1.08M Sell
16,668
-3,536
-18% -$233K 0.14% 266
2023
Q2 		$1.23M Buy
20,204
+18
+0.1% +$989 0.17% 202
2023
Q1 		$1.17M Buy
+20,186
New +$1.16M 0.16% 227

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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
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
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PDT Partners's TFIN Position: Q4 2023 in Review

PDT Partners sold out of Triumph Financial Inc (TFIN) in Q4 2023, closing a stake of 16,668 shares — an estimated $1.08M sold.

PDT Partners first reported a position in TFIN in Q1 2023 and held it in 3 quarters. The position peaked at $1.23M in Q2 2023. 172 funds tracked by Wall St. Rank hold TFIN as of Q4 2023.

  • PDT Partners reported no remaining Triumph Financial Inc position as of Q4 2023 after selling out during the quarter.
  • PDT Partners sold 16,668 Triumph Financial Inc shares in Q4 2023, an estimated $1.08M.
  • PDT Partners first reported a position in Triumph Financial Inc in Q1 2023 and held it in 3 quarters.
  • PDT Partners's Triumph Financial Inc position peaked at $1.23M in Q2 2023.
  • 172 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q4 2023.

Based on PDT Partners's 13F filing for Q4 2023, filed 14 Feb 2024.