Stifel Financial
TGI

Stifel Financial’s Triumph Group TGI Stock Holding History

Stifel Financial’s Portfolio TGI Stock Details TGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-22,674
Closed -$575K – 3581
2025
Q1 		$575K Sell
22,674
-215,373
-90% -$4.99M ﹤0.01% 2600
2024
Q4 		$4.44M Sell
238,047
-22,570
-9% -$375K ﹤0.01% 1280
2024
Q3 		$3.36M Sell
260,617
-28,762
-10% -$417K ﹤0.01% 1437
2024
Q2 		$4.46M Sell
289,379
-4,919
-2% -$70K 0.01% 1211
2024
Q1 		$4.43M Buy
294,298
+47,414
+19% +$706K 0.01% 1215
2023
Q4 		$4.09M Sell
246,884
-49,709
-17% -$504K 0.01% 1215
2023
Q3 		$2.27M Buy
296,593
+24,403
+9% +$239K ﹤0.01% 1508
2023
Q2 		$3.37M Buy
272,190
+23,601
+9% +$269K ﹤0.01% 1283
2023
Q1 		$2.88M Buy
248,589
+92,199
+59% +$1.05M ﹤0.01% 1344
2022
Q4 		$1.65M Buy
156,390
+6,005
+4% +$62.1K ﹤0.01% 1665
2022
Q3 		$1.29M Buy
150,385
+1,205
+0.8% +$15.8K ﹤0.01% 1782
2022
Q2 		$1.98M Sell
149,180
-2,986
-2% -$56.6K ﹤0.01% 1501
2022
Q1 		$3.85M Buy
152,166
+3,571
+2% +$79.3K 0.01% 1201
2021
Q4 		$2.75M Buy
148,595
+5,478
+4% +$107K ﹤0.01% 1398
2021
Q3 		$2.67M Buy
143,117
+14,540
+11% +$271K ﹤0.01% 1392
2021
Q2 		$2.67M Buy
128,577
+44,640
+53% +$822K ﹤0.01% 1417
2021
Q1 		$1.54M Sell
83,937
-15
-0% -$224 ﹤0.01% 1681
2020
Q4 		$1.05M Sell
83,952
-59,085
-41% -$613K ﹤0.01% 1803
2020
Q3 		$931K Sell
143,037
-7,073
-5% -$52.5K ﹤0.01% 1684
2020
Q2 		$1.35M Sell
150,110
-101,184
-40% -$748K ﹤0.01% 1367
2020
Q1 		$1.7M Sell
251,294
-1,711
-0.7% -$31.3K ﹤0.01% 1129
2019
Q4 		$6.42M Sell
253,005
-12,113
-5% -$301K 0.01% 777
2019
Q3 		$6.06M Sell
265,118
-619
-0.2% -$14.2K 0.02% 756
2019
Q2 		$6.08M Sell
265,737
-5,065
-2% -$109K 0.02% 777
2019
Q1 		$5.19M Sell
270,802
-3,474
-1% -$65.5K 0.01% 803
2018
Q4 		$3.15M Sell
274,276
-2,408
-0.9% -$41.8K 0.01% 958
2018
Q3 		$6.44M Sell
276,684
-81,090
-23% -$1.7M 0.02% 721
2018
Q2 		$7.04M Sell
357,774
-518,420
-59% -$12M 0.02% 653
2018
Q1 		$22.2M Buy
876,194
+97,901
+13% +$2.66M 0.07% 280
2017
Q4 		$21.1M Sell
778,293
-64,584
-8% -$1.94M 0.07% 292
2017
Q3 		$25.1M Buy
842,877
+88,150
+12% +$2.52M 0.09% 236
2017
Q2 		$23.8M Buy
754,727
+56,649
+8% +$1.58M 0.09% 241
2017
Q1 		$18M Buy
698,078
+264,099
+61% +$6.92M 0.07% 280
2016
Q4 		$11.5M Buy
433,979
+102,282
+31% +$2.72M 0.05% 373
2016
Q3 		$9.31M Buy
331,697
+35,099
+12% +$1.13M 0.04% 403
2016
Q2 		$10.5M Sell
296,598
-46,022
-13% -$1.66M 0.05% 351
2016
Q1 		$10.8M Buy
342,620
+40,054
+13% +$1.22M 0.06% 311
2015
Q4 		$12M Sell
302,566
-259,917
-46% -$10.5M 0.06% 311
2015
Q3 		$23.7M Sell
562,483
-18,344
-3% -$982K 0.13% 180
2015
Q2 		$38.3M Buy
580,827
+4,847
+0.8% +$314K 0.2% 128
2015
Q1 		$34.4M Sell
575,980
-20,671
-3% -$1.24M 0.19% 139
2014
Q4 		$40.1M Sell
596,651
-32,000
-5% -$2.1M 0.22% 108
2014
Q3 		$40.9M Buy
628,651
+22,161
+4% +$1.48M 0.36% 51
2014
Q2 		$42.3M Buy
606,490
+22,191
+4% +$1.5M 0.38% 40
2014
Q1 		$37.7M Buy
+584,299
New +$40M 0.36% 46

Other funds holding TGI

PAM
PSquared Asset Management Zurich, Switzerland $287M AUM 58.62% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
VOMP
Vision One Management Partners Miami, Florida $232M AUM 49.23% 1-Year Est. Return
ICM
Irenic Capital Management New York $1.54B AUM 12.79% 1-Year Est. Return

Stifel Financial's TGI Position: Q2 2025 in Review

Stifel Financial sold out of Triumph Group (TGI) in Q2 2025, closing a stake of 22,674 shares — an estimated $575K sold.

Stifel Financial first reported a position in TGI in Q1 2014 and held it in 45 quarters. The position peaked at $42.3M in Q2 2014. 237 funds tracked by Wall St. Rank hold TGI as of Q2 2025.

  • Stifel Financial reported no remaining Triumph Group position as of Q2 2025 after selling out during the quarter.
  • Stifel Financial sold 22,674 Triumph Group shares in Q2 2025, an estimated $575K.
  • Stifel Financial first reported a position in Triumph Group in Q1 2014 and held it in 45 quarters.
  • Stifel Financial's Triumph Group position peaked at $42.3M in Q2 2014.
  • 237 funds tracked by Wall St. Rank held Triumph Group as of Q2 2025.

Based on Stifel Financial's 13F filing for Q2 2025, filed 14 Aug 2025.