Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
WC
Walthausen & Co’s
Triumph Financial Inc
TFIN
Stock Holding History
Walthausen & Co’s Portfolio
TFIN Stock Details
TFIN Fund Activity
Bought
Maintained
Sold
Shares
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
$5.7T AUM
30.48%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
LCG
Luxor Capital Group
New York
$633M AUM
30.88%
1-Year Est. Return
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
Minneapolis, Minnesota
$52.5B AUM
27.12%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
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
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close