WANY
TFIN icon

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

Other funds holding TFIN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
LCG
Luxor Capital Group New York $2.52B AUM 29.31% 1-Year Est. Return

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. 205 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.
  • 205 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.