Shell Asset Management’s Triumph Financial Inc TFIN Stock Holding History

Shell Asset Management’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	$13K	Sell	252 -658	-72%	-$38.8K	﹤0.01%	1091
2025 Q2	$50K	Sell	910 -101	-10%	-$5.62K	﹤0.01%	1146
2025 Q1	$58K	Sell	1,011 -44	-4%	-$3.21K	﹤0.01%	1127
2024 Q4	$96K	Hold	1,055	–	–	﹤0.01%	1055
2024 Q3	$84K	Buy	+1,055	New	+$88.1K	﹤0.01%	1086
2024 Q1	$91K	Sell	1,117 -125	-10%	-$9.44K	﹤0.01%	1044
2023 Q4	$100K	Sell	1,242 -375	-23%	-$25.4K	﹤0.01%	1059
2023 Q3	$105K	Sell	1,617 -25	-2%	-$1.65K	﹤0.01%	1081
2023 Q2	$100K	Sell	1,642 -9	-0.5%	-$495	﹤0.01%	1119
2023 Q1	$96K	Sell	1,651 -6	-0.4%	-$344	﹤0.01%	1111
2022 Q4	$81K	Sell	1,657 -337	-17%	-$18.2K	﹤0.01%	1207
2022 Q3	$108K	Sell	1,994 -522	-21%	-$34.3K	﹤0.01%	1206
2022 Q2	$157K	Buy	2,516 +4	+0.2%	+$283	﹤0.01%	1176
2022 Q1	$236K	Buy	+2,512	New	+$247K	0.01%	1128

Other funds holding TFIN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Shell Asset Management's TFIN Position: Q3 2025 in Review

Shell Asset Management reduced its Triumph Financial Inc (TFIN) stake by 72% in Q3 2025, selling an estimated $38.8K and leaving 252 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #1091.

Shell Asset Management first reported a position in TFIN in Q1 2022 and has held it in 14 quarters since. The position peaked at $236K in Q1 2022. 194 funds tracked by Wall St. Rank hold TFIN as of Q3 2025.

Shell Asset Management held 252 shares of Triumph Financial Inc worth $13K as of Q3 2025.
Shell Asset Management sold 658 Triumph Financial Inc shares in Q3 2025, an estimated $38.8K.
Triumph Financial Inc made up ﹤0.01% of Shell Asset Management's portfolio in Q3 2025, its #1091 holding.
Shell Asset Management first reported a position in Triumph Financial Inc in Q1 2022 and has held it in 14 quarters since.
Shell Asset Management's Triumph Financial Inc position peaked at $236K in Q1 2022.
194 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q3 2025.

Based on Shell Asset Management's 13F filing for Q3 2025, filed 7 Nov 2025.