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Royce & Associates’s Triumph Financial Inc TFIN Stock Holding History

Royce & 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
2024
Q1 		– Sell
-96,832
Closed -$7.76M – 921
2023
Q4 		$7.76M Sell
96,832
-40,488
-29% -$2.74M 0.07% 385
2023
Q3 		$8.9M Hold
137,320
– – 0.09% 324
2023
Q2 		$8.34M Sell
137,320
-11,789
-8% -$648K 0.08% 358
2023
Q1 		$8.66M Sell
149,109
-155,795
-51% -$8.93M 0.09% 352
2022
Q4 		$14.9M Sell
304,904
-129,543
-30% -$7M 0.16% 180
2022
Q3 		$23.6M Buy
434,447
+15,546
+4% +$1.02M 0.27% 92
2022
Q2 		$26.2M Buy
418,901
+95,302
+29% +$6.75M 0.27% 87
2022
Q1 		$30.4M Buy
323,599
+2,392
+0.7% +$235K 0.26% 87
2021
Q4 		$38.2M Sell
321,207
-234,246
-42% -$28.1M 0.29% 78
2021
Q3 		$55.6M Sell
555,453
-107,845
-16% -$8.64M 0.42% 43
2021
Q2 		$49.3M Sell
663,298
-53,101
-7% -$4.52M 0.34% 57
2021
Q1 		$55.4M Buy
716,399
+127,798
+22% +$8.89M 0.37% 48
2020
Q4 		$28.6M Buy
588,601
+388,455
+194% +$17.5M 0.24% 110
2020
Q3 		$6.23M Buy
+200,146
New +$5.48M 0.07% 424

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
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
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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Royce & Associates's TFIN Position: Q1 2024 in Review

Royce & Associates sold out of Triumph Financial Inc (TFIN) in Q1 2024, closing a stake of 96,832 shares — an estimated $7.76M sold.

Royce & Associates first reported a position in TFIN in Q3 2020 and held it in 14 quarters. The position peaked at $55.6M in Q3 2021. 177 funds tracked by Wall St. Rank hold TFIN as of Q1 2024.

  • Royce & Associates reported no remaining Triumph Financial Inc position as of Q1 2024 after selling out during the quarter.
  • Royce & Associates sold 96,832 Triumph Financial Inc shares in Q1 2024, an estimated $7.76M.
  • Royce & Associates first reported a position in Triumph Financial Inc in Q3 2020 and held it in 14 quarters.
  • Royce & Associates's Triumph Financial Inc position peaked at $55.6M in Q3 2021.
  • 177 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q1 2024.

Based on Royce & Associates's 13F filing for Q1 2024, filed 13 May 2024.