Walthausen & Co’s Triumph Financial Inc TFIN Stock Holding History

Walthausen & Co’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	$488K	Sell	8,982 -5,350	-37%	-$352K	0.41%	93
2022 Q2	$897K	Sell	14,332 -2,110	-13%	-$149K	0.4%	123
2022 Q1	$1.55M	Sell	16,442 -5,844	-26%	-$575K	0.44%	132
2021 Q4	$2.65M	Sell	22,286 -3,990	-15%	-$478K	0.7%	65
2021 Q3	$2.63M	Buy	+26,276	New	+$2.1M	0.67%	78
2021 Q1	–	Sell	-18,900	Closed	-$918K	–	148
2020 Q4	$918K	Sell	18,900 -33,740	-64%	-$1.52M	0.25%	132
2020 Q3	$1.64M	Hold	52,640	–	–	0.34%	99
2020 Q2	$1.28M	Hold	52,640	–	–	0.26%	112
2020 Q1	$1.37M	Buy	52,640 +6,540	+14%	+$226K	0.29%	96
2019 Q4	$1.75M	Sell	46,100 -450	-1%	-$15.5K	0.23%	108
2019 Q3	$1.48M	Hold	46,550	–	–	0.21%	109
2019 Q2	$1.35M	Buy	46,550 +6,420	+16%	+$191K	0.18%	113
2019 Q1	$1.18M	Buy	40,130 +4,340	+12%	+$135K	0.15%	121
2018 Q4	$1.06M	Buy	35,790 +2,000	+6%	+$70.6K	0.15%	125
2018 Q3	$1.29M	Buy	+33,790	New	+$1.4M	0.12%	124

Other funds holding TFIN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

LCG

Luxor Capital Group New York $2.52B AUM 29.31% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Walthausen & Co's TFIN Position: Q3 2022 in Review

Walthausen & Co reduced its Triumph Financial Inc (TFIN) stake by 37% in Q3 2022, selling an estimated $352K and leaving 8,982 shares worth $488K. The position accounts for 0.41% of the portfolio, ranked #93.

Walthausen & Co first reported a position in TFIN in Q3 2018 and has held it in 15 quarters since. The position peaked at $2.65M in Q4 2021. 175 funds tracked by Wall St. Rank hold TFIN as of Q3 2022.

Walthausen & Co held 8,982 shares of Triumph Financial Inc worth $488K as of Q3 2022.
Walthausen & Co sold 5,350 Triumph Financial Inc shares in Q3 2022, an estimated $352K.
Triumph Financial Inc made up 0.41% of Walthausen & Co's portfolio in Q3 2022, its #93 holding.
Walthausen & Co first reported a position in Triumph Financial Inc in Q3 2018 and has held it in 15 quarters since.
Walthausen & Co's Triumph Financial Inc position peaked at $2.65M in Q4 2021.
175 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q3 2022.

Based on Walthausen & Co's 13F filing for Q3 2022, filed 14 Nov 2022.