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Steward Financial Group’s Triumph Financial Inc TFIN Stock Holding History

Steward Financial Group’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
Q3 		– Sell
-8,732
Closed -$530K – 1559
2023
Q2 		$530K Buy
8,732
+992
+13% +$54.5K 0.17% 32
2023
Q1 		$449K Buy
+7,740
New +$444K 0.15% 25
2022
Q3 		– Sell
-3,379
Closed -$211K – 1188
2022
Q2 		$211K Buy
+3,379
New +$239K 0.18% 36
2022
Q1 		– Sell
-2,000
Closed -$238K – 351
2021
Q4 		$238K Buy
+2,000
New +$240K 0.22% 27

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
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
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 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
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return

Steward Financial Group's TFIN Position: Q3 2023 in Review

Steward Financial Group sold out of Triumph Financial Inc (TFIN) in Q3 2023, closing a stake of 8,732 shares — an estimated $530K sold.

Steward Financial Group first reported a position in TFIN in Q4 2021 and held it in 4 quarters. The position peaked at $530K in Q2 2023. 160 funds tracked by Wall St. Rank hold TFIN as of Q3 2023.

  • Steward Financial Group reported no remaining Triumph Financial Inc position as of Q3 2023 after selling out during the quarter.
  • Steward Financial Group sold 8,732 Triumph Financial Inc shares in Q3 2023, an estimated $530K.
  • Steward Financial Group first reported a position in Triumph Financial Inc in Q4 2021 and held it in 4 quarters.
  • Steward Financial Group's Triumph Financial Inc position peaked at $530K in Q2 2023.
  • 160 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.