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Beacon Pointe Advisors, LLC

SEC CIK
0001744317
Latest filing
Aug 18, 2026

TFIN holding history

Triumph Financial, Inc. in every 13F filed by Beacon Pointe Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

TFIN overviewAll 13F holders of TFINFull Q2 2026 holdings

Shares (Q1 2024)
0
Sold out in Q1 2024
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q1 2021
Holdings of TFIN by Beacon Pointe Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20240$00.0%−7,322−100.0%Sold outHolders
Q4 20237,322$587.1K<0.1%00.0%UnchangedHolders
Q3 20237,322$474.4K<0.1%00.0%UnchangedHolders
Q2 20237,322$444.6K<0.1%−3,198−30.4%ReducedHolders
Q1 202310,520$610.8K<0.1%−40.0%ReducedHolders
Q4 202210,524$514.3K<0.1%+10,524NewHolders
Q2 20210$00.0%−3,250−100.0%Sold outHolders
Q1 20213,250$252.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.