PAG
TFIN icon

Private Advisor Group’s Triumph Financial Inc TFIN Stock Holding History

Private Advisor 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
2020
Q3 		– Sell
-200
Closed -$5K – 3227
2020
Q2 		$5K Buy
+200
New +$4.91K ﹤0.01% 3269

Other funds holding TFIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Private Advisor Group's TFIN Position: Q3 2020 in Review

Private Advisor Group sold out of Triumph Financial Inc (TFIN) in Q3 2020, closing a stake of 200 shares — an estimated $5K sold.

Private Advisor Group first reported a position in TFIN in Q2 2020 and held it in 1 quarter. The position peaked at $5K in Q2 2020. 116 funds tracked by Wall St. Rank hold TFIN as of Q3 2020.

  • Private Advisor Group reported no remaining Triumph Financial Inc position as of Q3 2020 after selling out during the quarter.
  • Private Advisor Group sold 200 Triumph Financial Inc shares in Q3 2020, an estimated $5K.
  • Private Advisor Group first reported a position in Triumph Financial Inc in Q2 2020 and held it in 1 quarter.
  • Private Advisor Group's Triumph Financial Inc position peaked at $5K in Q2 2020.
  • 116 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q3 2020.

Based on Private Advisor Group's 13F filing for Q3 2020, filed 2 Nov 2020.