Wellington Management Group
TFIN icon

Wellington Management Group’s Triumph Financial Inc TFIN Stock Holding History

Wellington Management 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
Q2 		– Sell
-99,454
Closed -$5.75M – 2052
2025
Q1 		$5.75M Sell
99,454
-226,555
-69% -$16.5M ﹤0.01% 1344
2024
Q4 		$29.6M Sell
326,009
-64,378
-16% -$5.99M 0.01% 860
2024
Q3 		$31.1M Sell
390,387
-24,716
-6% -$2.06M 0.01% 836
2024
Q2 		$33.9M Buy
415,103
+3,306
+0.8% +$246K 0.01% 806
2024
Q1 		$32.7M Sell
411,797
-157,085
-28% -$11.9M 0.01% 831
2023
Q4 		$45.6M Buy
568,882
+17,380
+3% +$1.18M 0.01% 737
2023
Q3 		$35.7M Sell
551,502
-13,890
-2% -$916K 0.01% 791
2023
Q2 		$34.3M Sell
565,392
-178,318
-24% -$9.8M 0.01% 808
2023
Q1 		$43.2M Sell
743,710
-176,721
-19% -$10.1M 0.01% 727
2022
Q4 		$45M Buy
920,431
+24,144
+3% +$1.3M 0.01% 712
2022
Q3 		$48.7M Sell
896,287
-407,989
-31% -$26.8M 0.01% 678
2022
Q2 		$81.6M Sell
1,304,276
-127,861
-9% -$9.06M 0.02% 581
2022
Q1 		$135M Buy
1,432,137
+35,912
+3% +$3.54M 0.02% 521
2021
Q4 		$166M Sell
1,396,225
-239,236
-15% -$28.7M 0.03% 497
2021
Q3 		$164M Buy
1,635,461
+372,573
+30% +$29.8M 0.03% 491
2021
Q2 		$93.8M Sell
1,262,888
-561,847
-31% -$47.9M 0.02% 649
2021
Q1 		$141M Sell
1,824,735
-325,231
-15% -$22.6M 0.02% 508
2020
Q4 		$104M Sell
2,149,966
-299,135
-12% -$13.5M 0.02% 579
2020
Q3 		$76.3M Buy
2,449,101
+54,576
+2% +$1.49M 0.02% 584
2020
Q2 		$58.1M Buy
2,394,525
+122,122
+5% +$2.99M 0.01% 659
2020
Q1 		$59.1M Buy
2,272,403
+213,753
+10% +$7.4M 0.02% 583
2019
Q4 		$78.3M Buy
2,058,650
+209,447
+11% +$7.23M 0.02% 635
2019
Q3 		$59M Sell
1,849,203
-478,055
-21% -$14.4M 0.01% 685
2019
Q2 		$67.6M Sell
2,327,258
-301,565
-11% -$8.99M 0.02% 673
2019
Q1 		$77.3M Buy
2,628,823
+285,943
+12% +$8.92M 0.02% 610
2018
Q4 		$69.6M Buy
2,342,880
+397,055
+20% +$14M 0.02% 616
2018
Q3 		$74.3M Sell
1,945,825
-130,977
-6% -$5.44M 0.02% 680
2018
Q2 		$84.6M Buy
2,076,802
+661,622
+47% +$26.7M 0.02% 636
2018
Q1 		$58.3M Sell
1,415,180
-437,603
-24% -$17.1M 0.01% 731
2017
Q4 		$58.4M Sell
1,852,783
-129,658
-7% -$4.1M 0.01% 729
2017
Q3 		$63.9M Buy
1,982,441
+864,008
+77% +$24.2M 0.01% 681
2017
Q2 		$27.5M Buy
1,118,433
+46,667
+4% +$1.08M 0.01% 924
2017
Q1 		$27.7M Buy
1,071,766
+963,465
+890% +$25.5M 0.01% 922
2016
Q4 		$2.83M Buy
+108,301
New +$2.31M ﹤0.01% 1589
2016
Q2 		– Sell
-300,014
Closed -$4.75M – 2173
2016
Q1 		$4.75M Hold
300,014
– – ﹤0.01% 1372
2015
Q4 		$4.95M Hold
300,014
– – ﹤0.01% 1365
2015
Q3 		$5.04M Hold
300,014
– – ﹤0.01% 1355
2015
Q2 		$3.94M Sell
300,014
-992,798
-77% -$13.1M ﹤0.01% 1468
2015
Q1 		$17.7M Sell
1,292,812
-195,320
-13% -$2.54M ﹤0.01% 1079
2014
Q4 		$20.2M Buy
+1,488,132
New +$20.3M 0.01% 1043

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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

Wellington Management Group's TFIN Position: Q2 2025 in Review

Wellington Management Group sold out of Triumph Financial Inc (TFIN) in Q2 2025, closing a stake of 99,454 shares — an estimated $5.75M sold.

Wellington Management Group first reported a position in TFIN in Q4 2014 and held it in 40 quarters. The position peaked at $166M in Q4 2021. 210 funds tracked by Wall St. Rank hold TFIN as of Q2 2025.

  • Wellington Management Group reported no remaining Triumph Financial Inc position as of Q2 2025 after selling out during the quarter.
  • Wellington Management Group sold 99,454 Triumph Financial Inc shares in Q2 2025, an estimated $5.75M.
  • Wellington Management Group first reported a position in Triumph Financial Inc in Q4 2014 and held it in 40 quarters.
  • Wellington Management Group's Triumph Financial Inc position peaked at $166M in Q4 2021.
  • 210 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q2 2025.

Based on Wellington Management Group's 13F filing for Q2 2025, filed 14 Aug 2025.