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Phocas Financial Corp’s Triumph Financial Inc TFIN Stock Holding History

Phocas Financial Corp’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
Q1 		– Sell
-995
Closed -$48.6K – 301
2022
Q4 		$48.6K Sell
995
-113,681
-99% -$6.14M 0.01% 243
2022
Q3 		$6.23M Buy
114,676
+3,136
+3% +$206K 0.97% 31
2022
Q2 		$6.98M Sell
111,540
-1,669
-1% -$118K 1.05% 27
2022
Q1 		$10.6M Buy
113,209
+18,977
+20% +$1.87M 1.32% 12
2021
Q4 		$11.2M Buy
94,232
+671
+0.7% +$80.4K 1.43% 8
2021
Q3 		$9.37M Buy
93,561
+640
+0.7% +$51.3K 1.18% 17
2021
Q2 		$6.9M Sell
92,921
-4,244
-4% -$362K 0.87% 42
2021
Q1 		$7.52M Sell
97,165
-3,632
-4% -$253K 0.99% 31
2020
Q4 		$4.89M Sell
100,797
-168,283
-63% -$7.57M 0.75% 61
2020
Q3 		$8.38M Buy
269,080
+87,803
+48% +$2.4M 1.44% 6
2020
Q2 		$4.4M Sell
181,277
-15,698
-8% -$385K 0.78% 57
2020
Q1 		$5.12M Sell
196,975
-17,429
-8% -$603K 1.03% 25
2019
Q4 		$8.15M Sell
214,404
-54,106
-20% -$1.87M 0.98% 29
2019
Q3 		$8.56M Sell
268,510
-1,937
-0.7% -$58.4K 0.91% 39
2019
Q2 		$7.86M Sell
270,447
-28,551
-10% -$851K 0.84% 49
2019
Q1 		$8.79M Sell
298,998
-2,871
-1% -$89.6K 0.88% 45
2018
Q4 		$8.97M Sell
301,869
-6,225
-2% -$220K 1% 31
2018
Q3 		$11.8M Sell
308,094
-4,602
-1% -$191K 1.03% 30
2018
Q2 		$12.7M Sell
312,696
-3,041
-1% -$123K 1.1% 24
2018
Q1 		$13M Sell
315,737
-17,941
-5% -$703K 1.17% 21
2017
Q4 		$10.5M Buy
333,678
+173,725
+109% +$5.49M 0.88% 51
2017
Q3 		$5K Buy
+159,953
New +$4.49M 0.42% 104

Other funds holding TFIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return

Phocas Financial Corp's TFIN Position: Q1 2023 in Review

Phocas Financial Corp sold out of Triumph Financial Inc (TFIN) in Q1 2023, closing a stake of 995 shares — an estimated $48.6K sold.

Phocas Financial Corp first reported a position in TFIN in Q3 2017 and held it in 22 quarters. The position peaked at $13M in Q1 2018. 162 funds tracked by Wall St. Rank hold TFIN as of Q1 2023.

  • Phocas Financial Corp reported no remaining Triumph Financial Inc position as of Q1 2023 after selling out during the quarter.
  • Phocas Financial Corp sold 995 Triumph Financial Inc shares in Q1 2023, an estimated $48.6K.
  • Phocas Financial Corp first reported a position in Triumph Financial Inc in Q3 2017 and held it in 22 quarters.
  • Phocas Financial Corp's Triumph Financial Inc position peaked at $13M in Q1 2018.
  • 162 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q1 2023.

Based on Phocas Financial Corp's 13F filing for Q1 2023, filed 13 Apr 2023.