TFIN β€” TRIUMPH BANCORP INC

Ownership history in COMMONWEALTH EQUITY SERVICES, LLC  Β·  10 quarters on record

This page tracks every 13F SEC filing in which COMMONWEALTH EQUITY SERVICES, LLC reported a position in TRIUMPH BANCORP INC (TFIN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

Position Intelligence

COMMONWEALTH EQUITY SERVICES, LLC Γ— TFIN AI Analytics

πŸ“‰ COMMONWEALTH EQUITY SERVICES, LLC underperformed the S&P 500 by –41.6% annually on this TFIN position. Timing score: 62% (5/8 decisions correct). Average cost basis: $77.55. Maximum drawdown during holding period: –58.0%.

πŸ“ˆ Position Alpha vs SPY
-41.6%
annualised excess return

❌ Significantly underperformed the S&P 500 by 41.6% ann.
9 quarters analyzed

⏱️ Timing Score
62%

βœ… Decent timing β€” more right than wrong on entries and exits.
5 of 8 add/trim decisions correct

πŸ’° Entry Quality
$77.55
-35.5% vs current ($50.04)

Best entry: $50.04 (2025 Q3)  Β·  Worst: $119.08 (2021 Q4)

πŸ›‘οΈ Drawdown Resilience
–58.0%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
67%
buy-side decisions

6 adds Β· 3 trims. Bought during 3 of 5 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.0% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    TFIN price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 5,166 +2,053 +65.9% 0.00% $259K $50.04
2024 Q4 REDUCED 3,113 -1,945 -38.5% 0.00% $283K $90.88
2024 Q3 REDUCED 5,058 -2,721 -35.0% 0.00% $402K $79.54
2024 Q2 UNCHANGED 7,779 β€” 0% 0.00% $636K $81.75
2024 Q1 ADDED 7,779 +4,116 +112.4% 0.00% $617K $79.32
2023 Q4 ADDED 3,663 +574 +18.6% 0.00% $294K $80.18
2023 Q3 ADDED 3,089 +871 +39.3% 0.00% $200K $64.79
2022 Q1 REDUCED 2,218 -237 -9.7% 0.00% $208K $94.02
2021 Q4 ADDED 2,455 +179 +7.9% 0.00% $292K $119.08
2021 Q3 INITIATED 2,276 β€” β€” 0.00% $227K $100.13
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