TFO
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Tarbox Family Office’s Triumph Financial Inc TFIN Stock Holding History

Tarbox Family Office’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
2022
Q2 		– Sell
-47
Closed -$4K – 885
2022
Q1 		$4K Hold
47
– – ﹤0.01% 628
2021
Q4 		$6K Hold
47
– – ﹤0.01% 572
2021
Q3 		$5K Hold
47
– – ﹤0.01% 656
2021
Q2 		$3K Hold
47
– – ﹤0.01% 856
2021
Q1 		$4K Hold
47
– – ﹤0.01% 676
2020
Q4 		$2K Hold
47
– – ﹤0.01% 899
2020
Q3 		$1K Hold
47
– – ﹤0.01% 1067
2020
Q2 		$1K Hold
47
– – ﹤0.01% 1069
2020
Q1 		$1K Buy
+47
New +$1.63K ﹤0.01% 997

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Vanguard Group
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LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Tarbox Family Office's TFIN Position: Q2 2022 in Review

Tarbox Family Office sold out of Triumph Financial Inc (TFIN) in Q2 2022, closing a stake of 47 shares — an estimated $4K sold.

Tarbox Family Office first reported a position in TFIN in Q1 2020 and held it in 9 quarters. The position peaked at $6K in Q4 2021. 177 funds tracked by Wall St. Rank hold TFIN as of Q2 2022.

  • Tarbox Family Office reported no remaining Triumph Financial Inc position as of Q2 2022 after selling out during the quarter.
  • Tarbox Family Office sold 47 Triumph Financial Inc shares in Q2 2022, an estimated $4K.
  • Tarbox Family Office first reported a position in Triumph Financial Inc in Q1 2020 and held it in 9 quarters.
  • Tarbox Family Office's Triumph Financial Inc position peaked at $6K in Q4 2021.
  • 177 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q2 2022.

Based on Tarbox Family Office's 13F filing for Q2 2022, filed 19 Jul 2022.