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Schubert & Co’s Triumph Financial Inc TFIN Stock Holding History

Schubert & Co’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
2023
Q2 		– Sell
-11
Closed -$639 – 1363
2023
Q1 		$639 Buy
11
+4
+57% +$229 ﹤0.01% 1348
2022
Q4 		$342 Sell
7
-5
-42% -$270 ﹤0.01% 1455
2022
Q3 		$1K Buy
12
+5
+71% +$329 ﹤0.01% 1264
2022
Q2 		$0 Buy
7
+5
+250% +$354 ﹤0.01% 1592
2022
Q1 		$0 Sell
2
-1
-33% -$98 ﹤0.01% 1331
2021
Q4 		$0 Buy
+3
New +$359 ﹤0.01% 1283

Other funds holding TFIN

BlackRock
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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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Schubert & Co's TFIN Position: Q2 2023 in Review

Schubert & Co sold out of Triumph Financial Inc (TFIN) in Q2 2023, closing a stake of 11 shares — an estimated $639 sold.

Schubert & Co first reported a position in TFIN in Q4 2021 and held it in 6 quarters. The position peaked at $1K in Q3 2022. 157 funds tracked by Wall St. Rank hold TFIN as of Q2 2023.

  • Schubert & Co reported no remaining Triumph Financial Inc position as of Q2 2023 after selling out during the quarter.
  • Schubert & Co sold 11 Triumph Financial Inc shares in Q2 2023, an estimated $639.
  • Schubert & Co first reported a position in Triumph Financial Inc in Q4 2021 and held it in 6 quarters.
  • Schubert & Co's Triumph Financial Inc position peaked at $1K in Q3 2022.
  • 157 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.