Number of Shares
18,448.00
Current Holdings Value*
$1.07 Mil
% of Portfolio
2.49%
Total Estimate Gain
$-164,696.87
% of Total Estimate Gain
-11.79%

Virtus KAR Global Small-Cap Fund's Triumph Financial Inc Holding Summary

As of 2025-03-31, Virtus KAR Global Small-Cap Fund held 18,448.00 shares of Triumph Financial Inc(TFIN), totaling $1.07 Mil. This investment constitutes 2.49% of their stock portfolio, and Virtus KAR Global Small-Cap Fund now holds 0.08% of the outstanding Triumph Financial Inc(TFIN) stock.

The initial trade took place in 2024Q2. And since then Virtus KAR Global Small-Cap Fund has made 2 purchases of TFIN, at an average price of $73.95, for a total of 18,895.00 shares. In addition, there have been 1 sales at an average price of $93.29 for 447.00 shares. Based on historical transaction data and TFIN's current price of $64.55, Virtus KAR Global Small-Cap Fund's estimated gain on his TFIN holdings is $-164,696.87, reflecting a -11.79% gain to date.

Virtus KAR Global Small-Cap Fund TFIN ($64.55) Holding Chart

Virtus KAR Global Small-Cap Fund TFIN ($64.55) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1