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Twin Peaks Wealth Advisors’s Triumph Financial Inc TFIN Stock Holding History

Twin Peaks Wealth Advisors’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
Q2 		– Sell
-1
Closed -$60 – 1993
2026
Q1 		$60 Buy
+1
New +$63 ﹤0.01% 2288
2025
Q3 		– Sell
-8
Closed -$433 – 1919
2025
Q2 		$433 Buy
+8
New +$445 ﹤0.01% 1939

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Dimensional Fund Advisors
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Barrow, Hanley, Mewhinney & Strauss
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Citadel Advisors
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Twin Peaks Wealth Advisors's TFIN Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Triumph Financial Inc (TFIN) in Q2 2026, closing a stake of 1 share — an estimated $60 sold.

Twin Peaks Wealth Advisors first reported a position in TFIN in Q2 2025 and held it in 2 quarters. The position peaked at $433 in Q2 2025. 231 funds tracked by Wall St. Rank hold TFIN as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Triumph Financial Inc position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 1 Triumph Financial Inc share in Q2 2026, an estimated $60.
  • Twin Peaks Wealth Advisors first reported a position in Triumph Financial Inc in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Triumph Financial Inc position peaked at $433 in Q2 2025.
  • 231 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.