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Westwood Holdings Group’s Triumph Financial Inc TFIN Stock Holding History

Westwood Holdings 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
2023
Q4 		– Sell
-991,710
Closed -$64.3M – 480
2023
Q3 		$64.3M Buy
+991,710
New +$65.4M 0.6% 64
2023
Q1 		– Sell
-1,087,052
Closed -$53.1M – 600
2022
Q4 		$53.1M Buy
1,087,052
+70,342
+7% +$3.8M 0.47% 98
2022
Q3 		$55.3M Buy
1,016,710
+171,804
+20% +$11.3M 0.65% 59
2022
Q2 		$52.9M Buy
844,906
+123,419
+17% +$8.74M 0.58% 75
2022
Q1 		$67.8M Buy
721,487
+63,941
+10% +$6.29M 0.63% 60
2021
Q4 		$78.3M Buy
657,546
+419,869
+177% +$50.3M 0.7% 55
2021
Q3 		$23.8M Buy
+237,677
New +$19M 0.26% 130

Other funds holding TFIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 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
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Westwood Holdings Group's TFIN Position: Q4 2023 in Review

Westwood Holdings Group sold out of Triumph Financial Inc (TFIN) in Q4 2023, closing a stake of 991,710 shares — an estimated $64.3M sold.

Westwood Holdings Group first reported a position in TFIN in Q3 2021 and held it in 7 quarters. The position peaked at $78.3M in Q4 2021. 172 funds tracked by Wall St. Rank hold TFIN as of Q4 2023.

  • Westwood Holdings Group reported no remaining Triumph Financial Inc position as of Q4 2023 after selling out during the quarter.
  • Westwood Holdings Group sold 991,710 Triumph Financial Inc shares in Q4 2023, an estimated $64.3M.
  • Westwood Holdings Group first reported a position in Triumph Financial Inc in Q3 2021 and held it in 7 quarters.
  • Westwood Holdings Group's Triumph Financial Inc position peaked at $78.3M in Q4 2021.
  • 172 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q4 2023.

Based on Westwood Holdings Group's 13F filing for Q4 2023, filed 13 Feb 2024.