Principia Wealth Advisory »

Triumph Ban shares owned by Principia Wealth Advisory

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

Historical chart of Principia Wealth Advisory investment in Triumph Ban

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Triumph Ban by Principia Wealth Advisory

Quarter filed Position value Share count Share price at filing
2025-06-30 $83k 1.5k 55.11
2025-03-31 $80k 1.5k 53.54
2024-12-31 $136k 1.5k 90.88

More positions owned by Principia Wealth Advisory

Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)
Invesco Qqq Trust Series I Etf (QQQ)
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)
Trueshares Structured Outcome Etf (SEPZ)
Imgp Dbi Managed Futures Strategy Etf Etf (DBMF)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Eyepoint Pharmaceuticals Stock (EYPT)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Adverum Biotechnologies Stock (ADVM)
San Juan Basin Rty Tr Unit Ben Int Stock (SJT)
Ishares Gold Trust Etf (IAU)
Ishares Short Treasury Bond Etf Etf (SHV)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Ishares Silver Trust Etf (SLV)
Schwab Fundamental Int'l Large Cap Index Etf (FNDF)

View all positions for Principia Wealth Advisory

Top funds holding Triumph Ban

BlackRock
Kayne Anderson Rudnick Investment Management
Vanguard Group
Thrivent Financial for Lutherans
State Street Corporation
AltraVue Capital
Barrow, Hanley, Mewhinney & Strauss
Dimensional Fund Advisors
Luxor Capital Group
Geode Capital Management
American Century Companies
Frontier Capital Management
Diamond Hill Capital Management
Ranger Investment Management
Morgan Stanley

View all funds holding Triumph Ban