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Principia Wealth Advisory’s Triumph Financial Inc TFIN Stock Holding History

Principia Wealth Advisory’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
-1,500
Closed -$75.1K – 1045
2025
Q3 		$75.1K Hold
1,500
– – 0.05% 104
2025
Q2 		$82.7K Hold
1,500
– – 0.07% 95
2025
Q1 		$80.3K Hold
1,500
– – 0.08% 78
2024
Q4 		$136K Buy
+1,500
New +$140K 0.13% 58

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

Principia Wealth Advisory's TFIN Position: Q4 2025 in Review

Principia Wealth Advisory sold out of Triumph Financial Inc (TFIN) in Q4 2025, closing a stake of 1,500 shares — an estimated $75.1K sold.

Principia Wealth Advisory first reported a position in TFIN in Q4 2024 and held it in 4 quarters. The position peaked at $136K in Q4 2024. 206 funds tracked by Wall St. Rank hold TFIN as of Q4 2025.

  • Principia Wealth Advisory reported no remaining Triumph Financial Inc position as of Q4 2025 after selling out during the quarter.
  • Principia Wealth Advisory sold 1,500 Triumph Financial Inc shares in Q4 2025, an estimated $75.1K.
  • Principia Wealth Advisory first reported a position in Triumph Financial Inc in Q4 2024 and held it in 4 quarters.
  • Principia Wealth Advisory's Triumph Financial Inc position peaked at $136K in Q4 2024.
  • 206 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.