Steward Partners Investment Advisory’s Triumph Financial Inc TFIN Stock Holding History

Steward Partners Investment Advisory’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
2026 Q1	–	Sell	-13	Closed	-$814	–	4556
2025 Q4	$814	Hold	13	–	–	﹤0.01%	4108
2025 Q3	$651	Hold	13	–	–	﹤0.01%	4096
2025 Q2	$716	Buy	+13	New	+$724	﹤0.01%	3925
2025 Q1	–	Sell	-160	Closed	-$14.5K	–	4152
2024 Q4	$14.5K	Hold	160	–	–	﹤0.01%	2938
2024 Q3	$12.7K	Hold	160	–	–	﹤0.01%	2858
2024 Q2	$13.1K	Hold	160	–	–	﹤0.01%	2708
2024 Q1	$12.7K	Hold	160	–	–	﹤0.01%	2721
2023 Q4	$12.8K	Hold	160	–	–	﹤0.01%	2604
2023 Q3	$10.4K	Sell	160 -300	-65%	-$19.8K	﹤0.01%	2586
2023 Q2	$27.9K	Hold	460	–	–	﹤0.01%	2125
2023 Q1	$26.7K	Sell	460 -150	-25%	-$8.6K	﹤0.01%	2127
2022 Q4	$29.8K	Hold	610	–	–	﹤0.01%	2051
2022 Q3	$33K	Buy	610 +100	+20%	+$6.58K	﹤0.01%	1988
2022 Q2	$32K	Hold	510	–	–	﹤0.01%	2007
2022 Q1	$48K	Buy	+510	New	+$50.2K	﹤0.01%	1943

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

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Steward Partners Investment Advisory's TFIN Position: Q1 2026 in Review

Steward Partners Investment Advisory sold out of Triumph Financial Inc (TFIN) in Q1 2026, closing a stake of 13 shares — an estimated $814 sold.

Steward Partners Investment Advisory first reported a position in TFIN in Q1 2022 and held it in 15 quarters. The position peaked at $48K in Q1 2022. 215 funds tracked by Wall St. Rank hold TFIN as of Q1 2026.

Steward Partners Investment Advisory reported no remaining Triumph Financial Inc position as of Q1 2026 after selling out during the quarter.
Steward Partners Investment Advisory sold 13 Triumph Financial Inc shares in Q1 2026, an estimated $814.
Steward Partners Investment Advisory first reported a position in Triumph Financial Inc in Q1 2022 and held it in 15 quarters.
Steward Partners Investment Advisory's Triumph Financial Inc position peaked at $48K in Q1 2022.
215 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.