Portside Wealth Group, LLC
- SEC CIK
- 0001978608
- Latest filing
- Jul 14, 2026
TFIN holding history
Triumph Financial, Inc. in every 13F filed by Portside Wealth Group, 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 2026)
- 0
- Sold out in Q1 2026
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 7
- Since Q2 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2026 | 0 | $0 | 0.0% | −3,246−100.0% | Sold out | Holders |
| Q4 2025 | 3,246 | $203.3K | <0.1% | −2,954−47.6% | Reduced | Holders |
| Q3 2025 | 6,200 | $310.2K | <0.1% | −1,553−20.0% | Reduced | Holders |
| Q2 2025 | 7,753 | $427.3K | 0.1% | −1,622−17.3% | Reduced | Holders |
| Q1 2025 | 9,375 | $541.9K | 0.1% | −1,522−14.0% | Reduced | Holders |
| Q4 2024 | 10,897 | $990.3K | 0.2% | −478−4.2% | Reduced | Holders |
| Q3 2024 | 11,375 | $904.8K | 0.2% | +30.0% | Added | Holders |
| Q2 2024 | 11,372 | $929.7K | 0.2% | +11,372 | New | Holders |