Creative Planning
- SEC CIK
- 0001540235
- Latest filing
- Aug 13, 2026
TFIN holding history
Triumph Financial, Inc. in every 13F filed by Creative Planning, 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 (Q2 2026)
- 6,231
- Value
- $475.5K
- % of portfolio
- <0.1%
- Quarters held
- 5
- Since Q2 2025
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 6,231 | $475.5K | <0.1% | +935+17.7% | Added | Holders |
| Q1 2026 | 5,296 | $316.0K | <0.1% | −752−12.4% | Reduced | Holders |
| Q4 2025 | 6,048 | $378.8K | <0.1% | −5,563−47.9% | Reduced | Holders |
| Q3 2025 | 11,611 | $581.0K | <0.1% | −1,583−12.0% | Reduced | Holders |
| Q2 2025 | 13,194 | $727.1K | <0.1% | +13,194 | New | Holders |