Raymond James Financial
TFIN icon

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

Raymond James Financial’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
Q3 		– Sell
-4,167
Closed -$230K – 6602
2025
Q2 		$230K Buy
+4,167
New +$232K ﹤0.01% 4445

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
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
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Raymond James Financial's TFIN Position: Q3 2025 in Review

Raymond James Financial sold out of Triumph Financial Inc (TFIN) in Q3 2025, closing a stake of 4,167 shares — an estimated $230K sold.

Raymond James Financial first reported a position in TFIN in Q2 2025 and held it in 1 quarter. The position peaked at $230K in Q2 2025. 194 funds tracked by Wall St. Rank hold TFIN as of Q3 2025.

  • Raymond James Financial reported no remaining Triumph Financial Inc position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 4,167 Triumph Financial Inc shares in Q3 2025, an estimated $230K.
  • Raymond James Financial first reported a position in Triumph Financial Inc in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's Triumph Financial Inc position peaked at $230K in Q2 2025.
  • 194 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.