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Wealthspire Advisors (New York)’s Triumph Financial Inc TFIN Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-13
Closed -$651 – 2712
2025
Q3 		$651 Buy
+13
New +$766 ﹤0.01% 2803

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Wealthspire Advisors (New York)'s TFIN Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Triumph Financial Inc (TFIN) in Q4 2025, closing a stake of 13 shares — an estimated $651 sold.

Wealthspire Advisors (New York) first reported a position in TFIN in Q3 2025 and held it in 1 quarter. The position peaked at $651 in Q3 2025. 206 funds tracked by Wall St. Rank hold TFIN as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Triumph Financial Inc position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 13 Triumph Financial Inc shares in Q4 2025, an estimated $651.
  • Wealthspire Advisors (New York) first reported a position in Triumph Financial Inc in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Triumph Financial Inc position peaked at $651 in Q3 2025.
  • 206 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.