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Precision Wealth Strategies’s Triumph Financial Inc TFIN Stock Holding History

Precision Wealth Strategies’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
Q3 		– Sell
-5,874
Closed -$324K – 208
2025
Q2 		$324K Buy
5,874
+3
+0.1% +$167 0.11% 134
2025
Q1 		$339K Buy
5,871
+517
+10% +$37.7K 0.26% 76
2024
Q4 		$487K Buy
5,354
+141
+3% +$13.1K 0.38% 50
2024
Q3 		$415K Buy
+5,213
New +$435K 0.38% 62

Other funds holding TFIN

BlackRock
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Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Precision Wealth Strategies's TFIN Position: Q3 2025 in Review

Precision Wealth Strategies sold out of Triumph Financial Inc (TFIN) in Q3 2025, closing a stake of 5,874 shares — an estimated $324K sold.

Precision Wealth Strategies first reported a position in TFIN in Q3 2024 and held it in 4 quarters. The position peaked at $487K in Q4 2024. 194 funds tracked by Wall St. Rank hold TFIN as of Q3 2025.

  • Precision Wealth Strategies reported no remaining Triumph Financial Inc position as of Q3 2025 after selling out during the quarter.
  • Precision Wealth Strategies sold 5,874 Triumph Financial Inc shares in Q3 2025, an estimated $324K.
  • Precision Wealth Strategies first reported a position in Triumph Financial Inc in Q3 2024 and held it in 4 quarters.
  • Precision Wealth Strategies's Triumph Financial Inc position peaked at $487K in Q4 2024.
  • 194 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q3 2025.

Based on Precision Wealth Strategies's 13F filing for Q3 2025, filed 16 Oct 2025.