Welch Group
TFIN icon

Welch Group’s Triumph Financial Inc TFIN Stock Holding History

Welch 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
2026
Q3 		– Sell
-2,644
Closed -$202K – 343
2026
Q2 		$202K Buy
+2,644
New +$180K 0.01% 307
2025
Q1 		– Sell
-2,644
Closed -$241K – 275
2024
Q4 		$241K Hold
2,644
– – 0.01% 229
2024
Q3 		$210K Hold
2,644
– – 0.01% 252
2024
Q2 		$216K Hold
2,644
– – 0.01% 237
2024
Q1 		$210K Hold
2,644
– – 0.01% 211
2023
Q4 		$212K Buy
+2,644
New +$179K 0.01% 210
2022
Q2 		– Sell
-2,880
Closed -$271K – 217
2022
Q1 		$271K Hold
2,880
– – 0.02% 174
2021
Q4 		$343K Buy
+2,880
New +$345K 0.02% 154

Other funds holding TFIN

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Ranger Investment Management
Ranger Investment Management Dallas, Texas $1.07B AUM 31.98% 1-Year Est. Return
Investment Management Associates
Investment Management Associates Greenwood Village, Colorado $490M AUM 6.7% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Sippican Capital Advisors
Sippican Capital Advisors Boston, Massachusetts $150M AUM 15.67% 1-Year Est. Return

Welch Group's TFIN Position: Q3 2026 in Review

Welch Group sold out of Triumph Financial Inc (TFIN) in Q3 2026, closing a stake of 2,644 shares — an estimated $202K sold.

Welch Group first reported a position in TFIN in Q4 2021 and held it in 8 quarters. The position peaked at $343K in Q4 2021. 89 funds tracked by Wall St. Rank hold TFIN as of Q3 2026.

  • Welch Group reported no remaining Triumph Financial Inc position as of Q3 2026 after selling out during the quarter.
  • Welch Group sold 2,644 Triumph Financial Inc shares in Q3 2026, an estimated $202K.
  • Welch Group first reported a position in Triumph Financial Inc in Q4 2021 and held it in 8 quarters.
  • Welch Group's Triumph Financial Inc position peaked at $343K in Q4 2021.
  • 89 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q3 2026.

Based on Welch Group's 13F filing for Q3 2026, filed 29 Oct 2026.