WG
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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Welch Group's TFIN Position: Q1 2025 in Review

Welch Group sold out of Triumph Financial Inc (TFIN) in Q1 2025, closing a stake of 2,644 shares — an estimated $241K sold.

Welch Group first reported a position in TFIN in Q4 2021 and held it in 7 quarters. The position peaked at $343K in Q4 2021. 207 funds tracked by Wall St. Rank hold TFIN as of Q1 2025.

  • Welch Group reported no remaining Triumph Financial Inc position as of Q1 2025 after selling out during the quarter.
  • Welch Group sold 2,644 Triumph Financial Inc shares in Q1 2025, an estimated $241K.
  • Welch Group first reported a position in Triumph Financial Inc in Q4 2021 and held it in 7 quarters.
  • Welch Group's Triumph Financial Inc position peaked at $343K in Q4 2021.
  • 207 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q1 2025.

Based on Welch Group's 13F filing for Q1 2025, filed 8 Apr 2025.