Triumph Financial, Inc.
TFIN- Exchange
- NYSE
- Industry
- State Commercial Banks
- SEC CIK
- 0001539638
In the last 90 days, Triumph Financial, Inc. insiders filed 0 open-market purchases and 2 sales; 231 institutions reported holding it in 13F filings for Q2 2026, worth $1.77B in total; no superinvestor holds it.
Other share classesTFIN.P
13F holders, Q2 2021
Institutional positions in Triumph Financial, Inc. as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 173
- +14 vs. Q1 2021
- Shares held
- 20.0M
- −136.8K (−0.7%) vs. Q1 2021
- Total value
- $1.48B
- −$73.9M (−4.7%) vs. Q1 2021
- New holders
- 31
- 53 more added
- Sold out
- 17
- 65 more reduced
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting TFIN on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 231 | $1.77B |
| Q1 2026 | 216 | $1.44B |
| Q4 2025 | 205 | $1.48B |
| Q3 2025 | 194 | $1.13B |
| Q2 2025 | 211 | $1.24B |
| Q1 2025 | 208 | $1.26B |
| Q4 2024 | 214 | $1.96B |
| Q3 2024 | 210 | $1.73B |
| Q2 2024 | 191 | $1.82B |
| Q1 2024 | 177 | $1.59B |
| Q4 2023 | 172 | $1.56B |
| Q3 2023 | 160 | $1.31B |
| Q2 2023 | 157 | $1.15B |
| Q1 2023 | 162 | $1.10B |
| Q4 2022 | 167 | $983.9M |
| Q3 2022 | 175 | $1.12B |
| Q2 2022 | 177 | $1.32B |
| Q1 2022 | 172 | $2.10B |
| Q4 2021 | 183 | $2.57B |
| Q3 2021 | 169 | $2.10B |
| Q2 2021 | 173 | $1.48B |
| Q1 2021 | 159 | $1.56B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Triumph Financial, Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Prudential Financial Inc | 24,566 | $1.82M | 0.00% | −1,354−5.2% | Reduced |
| Rafferty Asset Management, LLC | 26,902 | $2.00M | 0.01% | +8,024+42.5% | Added |
| Cubist Systematic Strategies, LLC | 27,250 | $2.02M | 0.02% | +23,552+636.9% | Added |
| Royal Bank of Canada | 27,484 | $2.04M | 0.00% | +6,350+30.0% | Added |
| Wells Fargo & Company | 28,544 | $2.12M | 0.00% | −29,643−50.9% | Reduced |
| Employees Retirement System of Texas | 29,000 | $2.15M | 0.03% | +29,000 | New |
| Bridgeway Capital Management, LLC | 29,900 | $2.22M | 0.04% | −10,000−25.1% | Reduced |
| Jacobs Levy Equity Management, Inc | 30,058 | $2.23M | 0.02% | +30,058 | New |
| California State Teachers Retirement System | 32,439 | $2.41M | 0.00% | −1,771−5.2% | Reduced |
| New York State Common Retirement Fund | 32,636 | $2.42M | 0.00% | +186+0.6% | Added |
| Parametric Portfolio Associates LLC | 34,613 | $2.57M | 0.00% | +9,366+37.1% | Added |
| Alliancebernstein L.P. | 36,371 | $2.70M | 0.00% | +2,360+6.9% | Added |
| Teachers Retirement System of the State of Kentucky | 36,660 | $2.72M | 0.03% | −9,669−20.9% | Reduced |
| UBS Group AG | 37,338 | $2.77M | 0.00% | +13,183+54.6% | Added |
| JPMorgan Chase & Co | 38,410 | $2.85M | 0.00% | −18,236−32.2% | Reduced |
| Voloridge Investment Management, LLC | 41,243 | $3.06M | 0.02% | +41,243 | New |
| Macquarie Group Ltd | 41,972 | $3.12M | 0.00% | −669−1.6% | Reduced |
| Boothbay Fund Management, LLC | 42,863 | $3.18M | 0.13% | +42,863 | New |
| Diamond Hill Capital Management Inc | 45,171 | $3.35M | 0.01% | +38,684+596.3% | Added |
| Public Sector Pension Investment Board | 46,278 | $3.44M | 0.02% | −350−0.8% | Reduced |
| Legal & General Group Plc | 47,713 | $3.54M | 0.00% | −14,536−23.4% | Reduced |
| Second Curve Capital LLC | 47,752 | $3.55M | 4.52% | −20,748−30.3% | Reduced |
| Citadel Advisors LLC | 48,857 | $3.63M | 0.00% | +19,764+67.9% | Added |
| Millennium Management LLC | 50,154 | $3.72M | 0.00% | +28,934+136.4% | Added |
| Swiss National Bank | 52,100 | $3.87M | 0.00% | −1,900−3.5% | Reduced |
| Ranger Investment Management, L.P. | 54,362 | $4.04M | 0.21% | −240−0.4% | Reduced |
| Barclays PLC | 56,275 | $4.18M | 0.00% | +10,189+22.1% | Added |
| Weiss Multi-Strategy Advisers LLC | 59,418 | $4.41M | 0.10% | +29,418+98.1% | Added |
| Bank of America Corp | 60,148 | $4.47M | 0.00% | −11,070−15.5% | Reduced |
| Rhumbline Advisers | 63,320 | $4.70M | 0.01% | −11,826−15.7% | Reduced |
| Two Sigma Investments, LP | 65,131 | $4.84M | 0.01% | +65,131 | New |
| EJF Capital LLC | 67,163 | $4.99M | 0.45% | +67,163 | New |
| Invesco Ltd. | 71,990 | $5.35M | 0.00% | −9,542−11.7% | Reduced |
| Moody Aldrich Partners LLC | 73,150 | $5.43M | 0.76% | −23,939−24.7% | Reduced |
| Mendon Capital Advisors Corp | 75,000 | $5.57M | 2.01% | 00.0% | Unchanged |
| Maltese Capital Management LLC | 85,000 | $6.31M | 1.00% | +12,500+17.2% | Added |
| First Trust Advisors LP | 89,760 | $6.67M | 0.01% | +77,268+618.5% | Added |
| Goldman Sachs Group Inc | 90,565 | $6.72M | 0.00% | −5,088−5.3% | Reduced |
| Phocas Financial Corp. | 92,921 | $6.90M | 0.87% | −4,244−4.4% | Reduced |
| Hodges Capital Management Inc. | 93,413 | $6.94M | 0.78% | −14,238−13.2% | Reduced |
| Federated Hermes, Inc. | 109,760 | $8.15M | 0.02% | −401−0.4% | Reduced |
| Nuveen Asset Management, LLC | 113,376 | $8.42M | 0.00% | −23,082−16.9% | Reduced |
| Citigroup Inc | 114,047 | $8.47M | 0.01% | −13,386−10.5% | Reduced |
| Morgan Stanley | 134,064 | $9.95M | 0.00% | +78,083+139.5% | Added |
| State of Wisconsin Investment Board | 134,200 | $9.96M | 0.02% | −400−0.3% | Reduced |
| Forest Hill Capital, LLC | 139,462 | $10.4M | 3.09% | −8,518−5.8% | Reduced |
| Emerald Advisers, LLC | 147,135 | $10.9M | 0.40% | +147,135 | New |
| Charles Schwab Investment Management Inc | 158,278 | $11.8M | 0.00% | +4,072+2.6% | Added |
| Russell Investments Group, Ltd. | 159,572 | $11.8M | 0.02% | −133,911−45.6% | Reduced |
| Lord, Abbett & Co. LLC | 183,018 | $13.6M | 0.03% | −4,700−2.5% | Reduced |
| Deutsche Bank AG | 191,461 | $14.2M | 0.01% | +175,952+1,134.5% | Added |
| Principal Financial Group Inc | 192,516 | $14.3M | 0.01% | +36,916+23.7% | Added |
| Kennedy Capital Management, Inc. | 210,701 | $15.6M | 0.34% | −7,198−3.3% | Reduced |
| Emerald Mutual Fund Advisers Trust | 222,418 | $16.5M | 0.54% | +100,212+82.0% | Added |
| Bank of New York Mellon Corp | 225,894 | $16.8M | 0.00% | −15,779−6.5% | Reduced |
| Peregrine Capital Management LLC | 240,831 | $17.9M | 0.32% | −14,141−5.5% | Reduced |
| NFC Investments, LLC | 241,648 | $17.9M | 4.72% | −45,749−15.9% | Reduced |
| Assenagon Asset Management S.A. | 249,103 | $18.5M | 0.08% | −46,311−15.7% | Reduced |
| Northern Trust Corp | 274,268 | $20.4M | 0.00% | +11,407+4.3% | Added |
| Loomis Sayles & Co L P | 319,979 | $23.8M | 0.03% | −8,680−2.6% | Reduced |
| Banc Funds Co LLC | 326,818 | $24.3M | 1.78% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 344,343 | $25.6M | 0.01% | −45,429−11.7% | Reduced |
| Geode Capital Management, LLC | 397,111 | $29.5M | 0.00% | +14,580+3.8% | Added |
| American Century Companies Inc | 439,114 | $32.6M | 0.02% | +20,291+4.8% | Added |
| Driehaus Capital Management LLC | 575,929 | $42.8M | 0.57% | −36,501−6.0% | Reduced |
| Thrivent Financial for Lutherans | 635,892 | $47.2M | 0.10% | +26,532+4.4% | Added |
| Royce & Associates LP | 663,298 | $49.3M | 0.34% | −53,101−7.4% | Reduced |
| Dimensional Fund Advisors LP | 1,000,108 | $74.3M | 0.02% | −25,253−2.5% | Reduced |
| State Street Corp | 1,091,515 | $81.0M | 0.00% | +167,858+18.2% | Added |
| Wellington Management Group LLP | 1,262,888 | $93.8M | 0.02% | −561,847−30.8% | Reduced |
| Vanguard Group Inc | 1,607,753 | $119.4M | 0.00% | +151,989+10.4% | Added |
| Luxor Capital Group, LP | 1,691,656 | $125.6M | 3.20% | −75,965−4.3% | Reduced |
| BlackRock Inc. | 3,389,315 | $251.7M | 0.01% | −266,813−7.3% | Reduced |
| California Public Employees Retirement System | 0 | $0 | 0.00% | −46,100−100.0% | Sold out |
| EAM Global Investors LLC | 0 | $0 | 0.00% | −31,110−100.0% | Sold out |
| Monarch Partners Asset Management LLC | 0 | $0 | 0.00% | −26,205−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −22,097−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | 0 | $0 | 0.00% | −19,926−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −14,797−100.0% | Sold out |
| Brown Advisory Inc | 0 | $0 | 0.00% | −7,827−100.0% | Sold out |
| Marshall Wace North America L.P. | 0 | $0 | 0.00% | −6,848−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −6,761−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −6,399−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −3,700−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −3,637−100.0% | Sold out |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −3,250−100.0% | Sold out |
| LS Investment Advisors, LLC | 0 | $0 | 0.00% | −2,738−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −381−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Alpha DNA Investment Management LLC | 0 | $0 | 0.00% | −39−100.0% | Sold out |