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Principal Securities’s Triumph Financial Inc TFIN Stock Holding History

Principal Securities’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
Q4 		– Sell
-267
Closed -$13.4K – 3294
2025
Q3 		$13.4K Hold
267
– – ﹤0.01% 2602
2025
Q2 		$14.7K Buy
267
+57
+27% +$3.17K ﹤0.01% 2464
2025
Q1 		$19.1K Hold
210
– – ﹤0.01% 2218
2024
Q4 		$19.1K Sell
210
-1
-0.5% -$93 ﹤0.01% 2216
2024
Q3 		$16.8K Buy
211
+1
+0.5% +$83 ﹤0.01% 2209
2024
Q2 		$17.2K Hold
210
– – ﹤0.01% 2139
2024
Q1 		$16.7K Buy
210
+10
+5% +$755 ﹤0.01% 2104
2023
Q4 		$16K Buy
+200
New +$13.5K ﹤0.01% 2042

Other funds holding TFIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 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
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
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return

Principal Securities's TFIN Position: Q4 2025 in Review

Principal Securities sold out of Triumph Financial Inc (TFIN) in Q4 2025, closing a stake of 267 shares — an estimated $13.4K sold.

Principal Securities first reported a position in TFIN in Q4 2023 and held it in 8 quarters. The position peaked at $19.1K in Q1 2025. 206 funds tracked by Wall St. Rank hold TFIN as of Q4 2025.

  • Principal Securities reported no remaining Triumph Financial Inc position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 267 Triumph Financial Inc shares in Q4 2025, an estimated $13.4K.
  • Principal Securities first reported a position in Triumph Financial Inc in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Triumph Financial Inc position peaked at $19.1K in Q1 2025.
  • 206 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.