UB
TFIN icon

UMB Bank’s Triumph Financial Inc TFIN Stock Holding History

UMB Bank’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 		$12.4K Buy
208
+12
+6% +$750 ﹤0.01% 1780
2025
Q4 		$12.3K Sell
196
-40
-17% -$2.24K ﹤0.01% 1732
2025
Q3 		$11.8K Buy
236
+7
+3% +$412 ﹤0.01% 1612
2025
Q2 		$12.6K Buy
+229
New +$12.7K ﹤0.01% 1525
2025
Q1 		– Sell
-31
Closed -$2.82K – 2168
2024
Q4 		$2.82K Sell
31
-25
-45% -$2.33K ﹤0.01% 1866
2024
Q3 		$4.45K Buy
56
+32
+133% +$2.67K ﹤0.01% 1767
2024
Q2 		$1.96K Buy
+24
New +$1.79K ﹤0.01% 1789
2023
Q1 		– Sell
-100
Closed -$5K – 1783
2022
Q4 		$5K Hold
100
– – ﹤0.01% 1443
2022
Q3 		$5K Hold
100
– – ﹤0.01% 1478
2022
Q2 		$6K Buy
+100
New +$7.08K ﹤0.01% 1546

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