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Triumph Ban shares owned by Creative Planning

Quarter-by-quarter ownership of Triumph Ban (TFIN) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Triumph Ban

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All positions including Triumph Ban held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Triumph Ban by Creative Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $581k 12k 50.04
2025-06-30 $727k 13k 55.11