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Triumph Ban shares owned by CarsonAllaria Wealth Management

Quarter-by-quarter ownership of Triumph Ban (TFIN) shares owned by CarsonAllaria Wealth Management from 13F filings

Historical chart of CarsonAllaria Wealth Management investment in Triumph Ban

Tip: Access up to 7 years of quarterly data

All positions including Triumph Ban held by CarsonAllaria Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Triumph Ban by CarsonAllaria Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.4k 30 79.53
2024-06-30 $2.5k 30 81.77
2024-03-31 $2.4k 30 79.33
2023-12-31 $2.4k 30 80.17
2023-09-30 $1.9k 30 64.80

More positions owned by CarsonAllaria Wealth Management

Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Dimensional Etf Trust Us Equity Market (DFUS)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Ishares Tr Core Msci Intl (IDEV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Pimco Etf Tr Muni Income Opp (MINO)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)
Pimco Etf Tr Active Bd Etf (BOND)
Ishares Tr U.s. Real Es Etf (IYR)
Pimco Etf Tr Multisector Bd (PYLD)
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)
Ishares Core Msci Emkt (IEMG)
Pimco Etf Tr Inter Mun Bd Act (MUNI)

View all positions for CarsonAllaria Wealth Management

Top funds holding Triumph Ban

BlackRock
Kayne Anderson Rudnick Investment Management
Vanguard Group
State Street Corporation
Thrivent Financial for Lutherans
Dimensional Fund Advisors
AltraVue Capital
Barrow, Hanley, Mewhinney & Strauss
American Century Companies
Luxor Capital Group
Geode Capital Management
Ranger Investment Management
Bank of America Corporation
Wellington Management Company
Ameriprise Financial

View all funds holding Triumph Ban