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Wallace Advisory Group’s Triumph Financial Inc TFIN Stock Holding History

Wallace Advisory Group’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
-2,837
Closed -$258K – 192
2025
Q1 		$258K Sell
2,837
-5
-0.2% -$364 0.18% 154
2024
Q4 		$226K Sell
2,842
-172
-6% -$16K 0.16% 162
2024
Q3 		$246K Hold
3,014
– – 0.18% 149
2024
Q2 		$246K Buy
+3,014
New +$225K 0.18% 150

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Vanguard Group
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Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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

Wallace Advisory Group's TFIN Position: Q2 2025 in Review

Wallace Advisory Group sold out of Triumph Financial Inc (TFIN) in Q2 2025, closing a stake of 2,837 shares — an estimated $258K sold.

Wallace Advisory Group first reported a position in TFIN in Q2 2024 and held it in 4 quarters. The position peaked at $258K in Q1 2025. 210 funds tracked by Wall St. Rank hold TFIN as of Q2 2025.

  • Wallace Advisory Group reported no remaining Triumph Financial Inc position as of Q2 2025 after selling out during the quarter.
  • Wallace Advisory Group sold 2,837 Triumph Financial Inc shares in Q2 2025, an estimated $258K.
  • Wallace Advisory Group first reported a position in Triumph Financial Inc in Q2 2024 and held it in 4 quarters.
  • Wallace Advisory Group's Triumph Financial Inc position peaked at $258K in Q1 2025.
  • 210 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q2 2025.

Based on Wallace Advisory Group's 13F filing for Q2 2025, filed 30 Jul 2025.