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

Private Capital 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
2022
Q1 		– Sell
-125
Closed -$15K – 2203
2021
Q4 		$15K Buy
125
+87
+229% +$10.4K ﹤0.01% 1163
2021
Q3 		$4K Buy
+38
New +$3.04K ﹤0.01% 1679

Other funds holding TFIN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LCG
Luxor Capital Group New York $2.52B AUM 29.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Private Capital Group's TFIN Position: Q1 2022 in Review

Private Capital Group sold out of Triumph Financial Inc (TFIN) in Q1 2022, closing a stake of 125 shares — an estimated $15K sold.

Private Capital Group first reported a position in TFIN in Q3 2021 and held it in 2 quarters. The position peaked at $15K in Q4 2021. 172 funds tracked by Wall St. Rank hold TFIN as of Q1 2022.

  • Private Capital Group reported no remaining Triumph Financial Inc position as of Q1 2022 after selling out during the quarter.
  • Private Capital Group sold 125 Triumph Financial Inc shares in Q1 2022, an estimated $15K.
  • Private Capital Group first reported a position in Triumph Financial Inc in Q3 2021 and held it in 2 quarters.
  • Private Capital Group's Triumph Financial Inc position peaked at $15K in Q4 2021.
  • 172 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q1 2022.

Based on Private Capital Group's 13F filing for Q1 2022, filed 21 Apr 2022.