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Portside Wealth Group’s Triumph Financial Inc TFIN Stock Holding History

Portside Wealth Group’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
2026
Q1 		– Sell
-3,246
Closed -$203K – 522
2025
Q4 		$203K Sell
3,246
-2,954
-48% -$165K 0.03% 442
2025
Q3 		$310K Sell
6,200
-1,553
-20% -$91.5K 0.04% 368
2025
Q2 		$427K Sell
7,753
-1,622
-17% -$90.3K 0.06% 273
2025
Q1 		$542K Sell
9,375
-1,522
-14% -$111K 0.09% 217
2024
Q4 		$990K Sell
10,897
-478
-4% -$44.5K 0.16% 137
2024
Q3 		$905K Buy
11,375
+3
+0% +$250 0.15% 150
2024
Q2 		$930K Buy
+11,372
New +$847K 0.18% 129

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 $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Frontier Capital Management
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Portside Wealth Group's TFIN Position: Q1 2026 in Review

Portside Wealth Group sold out of Triumph Financial Inc (TFIN) in Q1 2026, closing a stake of 3,246 shares — an estimated $203K sold.

Portside Wealth Group first reported a position in TFIN in Q2 2024 and held it in 7 quarters. The position peaked at $990K in Q4 2024. 216 funds tracked by Wall St. Rank hold TFIN as of Q1 2026.

  • Portside Wealth Group reported no remaining Triumph Financial Inc position as of Q1 2026 after selling out during the quarter.
  • Portside Wealth Group sold 3,246 Triumph Financial Inc shares in Q1 2026, an estimated $203K.
  • Portside Wealth Group first reported a position in Triumph Financial Inc in Q2 2024 and held it in 7 quarters.
  • Portside Wealth Group's Triumph Financial Inc position peaked at $990K in Q4 2024.
  • 216 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q1 2026.

Based on Portside Wealth Group's 13F filing for Q1 2026, filed 12 May 2026.