Prelude Capital Management’s Triumph Financial Inc TFIN Stock Holding History

Prelude Capital Management’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
2024 Q4	–	Sell	-3,510	Closed	-$279K	–	1562
2024 Q3	$279K	Buy	3,510 +10	+0.3%	+$835	0.02%	900
2024 Q2	$286K	Hold	3,500	–	–	0.02%	813
2024 Q1	$278K	Buy	+3,500	New	+$264K	0.01%	933
2017 Q2	–	Sell	-4,000	Closed	-$103K	–	1849
2017 Q1	$103K	Buy	4,000 +3,500	+700%	+$92.8K	0.01%	774
2016 Q4	$13K	Buy	500 +400	+400%	+$8.53K	﹤0.01%	1356
2016 Q3	$2K	Buy	+100	New	+$1.81K	﹤0.01%	1533
2016 Q2	–	Sell	-2,100	Closed	-$33K	–	1739
2016 Q1	$33K	Buy	+2,100	New	+$30.1K	﹤0.01%	1039
2015 Q4	–	Sell	-5,300	Closed	-$89K	–	1677
2015 Q3	$89K	Buy	+5,300	New	+$76.1K	0.01%	880

Other funds holding TFIN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

LCG

Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return

Prelude Capital Management's TFIN Position: Q4 2024 in Review

Prelude Capital Management sold out of Triumph Financial Inc (TFIN) in Q4 2024, closing a stake of 3,510 shares — an estimated $279K sold.

Prelude Capital Management first reported a position in TFIN in Q3 2015 and held it in 8 quarters. The position peaked at $286K in Q2 2024. 213 funds tracked by Wall St. Rank hold TFIN as of Q4 2024.

Prelude Capital Management reported no remaining Triumph Financial Inc position as of Q4 2024 after selling out during the quarter.
Prelude Capital Management sold 3,510 Triumph Financial Inc shares in Q4 2024, an estimated $279K.
Prelude Capital Management first reported a position in Triumph Financial Inc in Q3 2015 and held it in 8 quarters.
Prelude Capital Management's Triumph Financial Inc position peaked at $286K in Q2 2024.
213 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q4 2024.

Based on Prelude Capital Management's 13F filing for Q4 2024, filed 14 Feb 2025.