Number of Shares
1.57 Mil
Current Holdings Value*
$90.90 Mil
% of Portfolio
4.23%
Total Estimate Gain
$-13.59 Mil
% of Total Estimate Gain
-10.59%

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

As of 2025-03-31, VIRTUS EQUITY TRUST held 1.57 Mil shares of Triumph Financial Inc(TFIN), totaling $90.90 Mil. This investment constitutes 4.23% of their stock portfolio, and VIRTUS EQUITY TRUST now holds 6.64% of the outstanding Triumph Financial Inc(TFIN) stock.

The initial trade took place in 2024Q1. And since then Virtus KAR Small-Cap Growth Fund has made 2 purchases of TFIN, at an average price of $74.86, for a total of 1.71 Mil shares. In addition, there have been 1 sales at an average price of $93.29 for 142,000.00 shares. Based on historical transaction data and TFIN's current price of $64.55, Virtus KAR Small-Cap Growth Fund's estimated gain on his TFIN holdings is $-13.59 Mil, reflecting a -10.59% gain to date.

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

Virtus KAR Small-Cap Growth 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 %

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