RJA
TFIN icon

Raymond James & Associates’s Triumph Financial Inc TFIN Stock Holding History

Raymond James & Associates’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
Q4 		– Sell
-24,248
Closed -$1.32M – 4066
2022
Q3 		$1.32M Buy
24,248
+3,168
+15% +$208K ﹤0.01% 2232
2022
Q2 		$1.32M Buy
21,080
+2,312
+12% +$164K ﹤0.01% 2265
2022
Q1 		$1.76M Buy
18,768
+12,638
+206% +$1.24M ﹤0.01% 2219
2021
Q4 		$730K Buy
6,130
+1,158
+23% +$139K ﹤0.01% 2828
2021
Q3 		$498K Buy
+4,972
New +$398K ﹤0.01% 3065
2020
Q1 		– Sell
-5,500
Closed -$209K – 3710
2019
Q4 		$209K Buy
+5,500
New +$190K ﹤0.01% 3321
2019
Q1 		– Sell
-10,239
Closed -$304K – 3710
2018
Q4 		$304K Buy
10,239
+472
+5% +$16.7K ﹤0.01% 2860
2018
Q3 		$373K Buy
9,767
+1,020
+12% +$42.4K ﹤0.01% 2897
2018
Q2 		$356K Buy
8,747
+2,747
+46% +$111K ﹤0.01% 2913
2018
Q1 		$247K Buy
+6,000
New +$235K ﹤0.01% 3016

Other funds holding TFIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.43B AUM 30.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Raymond James & Associates's TFIN Position: Q4 2022 in Review

Raymond James & Associates sold out of Triumph Financial Inc (TFIN) in Q4 2022, closing a stake of 24,248 shares — an estimated $1.32M sold.

Raymond James & Associates first reported a position in TFIN in Q1 2018 and held it in 10 quarters. The position peaked at $1.76M in Q1 2022. 167 funds tracked by Wall St. Rank hold TFIN as of Q4 2022.

  • Raymond James & Associates reported no remaining Triumph Financial Inc position as of Q4 2022 after selling out during the quarter.
  • Raymond James & Associates sold 24,248 Triumph Financial Inc shares in Q4 2022, an estimated $1.32M.
  • Raymond James & Associates first reported a position in Triumph Financial Inc in Q1 2018 and held it in 10 quarters.
  • Raymond James & Associates's Triumph Financial Inc position peaked at $1.76M in Q1 2022.
  • 167 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q4 2022.

Based on Raymond James & Associates's 13F filing for Q4 2022, filed 8 Feb 2023.