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United Capital Financial Advisors’s Triumph Financial Inc TFIN Stock Holding History

United Capital Financial 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
2022
Q3 		– Sell
-3,646
Closed -$228K – 1149
2022
Q2 		$228K Sell
3,646
-77
-2% -$5.46K ﹤0.01% 1018
2022
Q1 		$350K Sell
3,723
-62
-2% -$6.1K ﹤0.01% 949
2021
Q4 		$451K Sell
3,785
-1,053
-22% -$126K ﹤0.01% 894
2021
Q3 		$484K Hold
4,838
– – ﹤0.01% 868
2021
Q2 		$359K Buy
4,838
+46
+1% +$3.92K ﹤0.01% 970
2021
Q1 		$371K Sell
4,792
-4,226
-47% -$294K ﹤0.01% 937
2020
Q4 		$438K Sell
9,018
-1,130
-11% -$50.9K ﹤0.01% 882
2020
Q3 		$316K Sell
10,148
-37,161
-79% -$1.02M ﹤0.01% 945
2020
Q2 		$1.15M Buy
47,309
+880
+2% +$21.6K 0.01% 621
2020
Q1 		$1.21M Sell
46,429
-6,842
-13% -$237K 0.01% 587
2019
Q4 		$2.02M Buy
53,271
+27,952
+110% +$965K 0.01% 605
2019
Q3 		$807K Hold
25,319
– – 0.01% 808
2019
Q2 		$736K Buy
25,319
+2,477
+11% +$73.9K ﹤0.01% 909
2019
Q1 		$671K Sell
22,842
-804
-3% -$25.1K ﹤0.01% 894
2018
Q4 		$702K Buy
23,646
+1,260
+6% +$44.5K 0.01% 809
2018
Q3 		$855K Buy
22,386
+4,324
+24% +$180K 0.01% 823
2018
Q2 		$736K Buy
18,062
+1,211
+7% +$48.9K 0.01% 841
2018
Q1 		$694K Buy
16,851
+322
+2% +$12.6K 0.01% 871
2017
Q4 		$521K Buy
16,529
+132
+0.8% +$4.17K ﹤0.01% 952
2017
Q3 		$529K Buy
+16,397
New +$460K ﹤0.01% 940

Other funds holding TFIN

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
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
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

United Capital Financial Advisors's TFIN Position: Q3 2022 in Review

United Capital Financial Advisors sold out of Triumph Financial Inc (TFIN) in Q3 2022, closing a stake of 3,646 shares — an estimated $228K sold.

United Capital Financial Advisors first reported a position in TFIN in Q3 2017 and held it in 20 quarters. The position peaked at $2.02M in Q4 2019. 176 funds tracked by Wall St. Rank hold TFIN as of Q3 2022.

  • United Capital Financial Advisors reported no remaining Triumph Financial Inc position as of Q3 2022 after selling out during the quarter.
  • United Capital Financial Advisors sold 3,646 Triumph Financial Inc shares in Q3 2022, an estimated $228K.
  • United Capital Financial Advisors first reported a position in Triumph Financial Inc in Q3 2017 and held it in 20 quarters.
  • United Capital Financial Advisors's Triumph Financial Inc position peaked at $2.02M in Q4 2019.
  • 176 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q3 2022.

Based on United Capital Financial Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.