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SVB Wealth’s Triumph Financial Inc TFIN Stock Holding History

SVB Wealth’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
Q2 		– Sell
-18
Closed -$1.04K – 1512
2025
Q1 		$1.04K Buy
+18
New +$1.31K ﹤0.01% 1346

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Thrivent Financial for Lutherans
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State Street
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AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 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
LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

SVB Wealth's TFIN Position: Q2 2025 in Review

SVB Wealth sold out of Triumph Financial Inc (TFIN) in Q2 2025, closing a stake of 18 shares — an estimated $1.04K sold.

SVB Wealth first reported a position in TFIN in Q1 2025 and held it in 1 quarter. The position peaked at $1.04K in Q1 2025. 210 funds tracked by Wall St. Rank hold TFIN as of Q2 2025.

  • SVB Wealth reported no remaining Triumph Financial Inc position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 18 Triumph Financial Inc shares in Q2 2025, an estimated $1.04K.
  • SVB Wealth first reported a position in Triumph Financial Inc in Q1 2025 and held it in 1 quarter.
  • SVB Wealth's Triumph Financial Inc position peaked at $1.04K in Q1 2025.
  • 210 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.