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, Q3 2021
Institutional positions in Triumph Financial, Inc. as of Sep 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
- 169
- −3 vs. Q2 2021
- Shares held
- 21.0M
- +1.05M (+5.2%) vs. Q2 2021
- Total value
- $2.10B
- +$621.1M (+41.9%) vs. Q2 2021
- New holders
- 25
- 54 more added
- Sold out
- 28
- 61 more reduced
1 institution that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Triumph Financial, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Parkside Financial Bank & Trust | 6 | $1.00K | 0.00% | −1−14.3% | Reduced |
| Bell Investment Advisors, Inc | 9 | $1.00K | 0.00% | +9 | New |
| Simplex Trading, LLC | 28 | $2.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 23 | $2.00K | 0.00% | 00.0% | Unchanged |
| JCSD Capital, LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 27 | $3.00K | 0.00% | +27 | New |
| Private Capital Group, LLC | 38 | $4.00K | 0.00% | +38 | New |
| Tarbox Family Office, Inc. | 47 | $5.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 45 | $5.00K | 0.00% | +17+60.7% | Added |
| Geneos Wealth Management Inc. | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 114 | $11.4K | 0.00% | +114 | New |
| Harvest Fund Management Co., Ltd | 186 | $18.0K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 182 | $18.0K | 0.00% | +182 | New |
| Advisor Group Holdings, Inc. | 223 | $22.0K | 0.00% | +155+227.9% | Added |
| Signaturefd, LLC | 236 | $24.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 272 | $27.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 330 | $33.0K | 0.00% | +330 | New |
| State of Wyoming | 453 | $45.0K | 0.03% | +308+212.4% | Added |
| Captrust Financial Advisors | 570 | $57.0K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 746 | $75.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,057 | $106.0K | 0.00% | +68+6.9% | Added |
| Tower Research Capital LLC (TRC) | 1,126 | $112.0K | 0.00% | −1,644−59.4% | Reduced |
| First Mercantile Trust Co | 1,648 | $165.0K | 0.02% | −191−10.4% | Reduced |
| Ameritas Investment Partners, Inc. | 1,845 | $185.0K | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 2,276 | $227.0K | 0.00% | +2,276 | New |
| Profund Advisors LLC | 2,282 | $228.0K | 0.01% | +2,282 | New |
| Guggenheim Capital LLC | 2,363 | $237.0K | 0.00% | −2,171−47.9% | Reduced |
| Janus Henderson Group PLC | 2,385 | $239.0K | 0.00% | +2,385 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,412 | $242.0K | 0.00% | +2,412 | New |
| Cubist Systematic Strategies, LLC | 2,431 | $243.0K | 0.00% | −24,819−91.1% | Reduced |
| Quadrature Capital Ltd | 2,546 | $255.0K | 0.01% | −7,434−74.5% | Reduced |
| Cornerstone Investment Partners, LLC | 2,720 | $272.0K | 0.02% | −700−20.5% | Reduced |
| Howard Financial Services, Ltd. | 3,000 | $300.0K | 0.11% | +3,000 | New |
| Aigen Investment Management, LP | 3,064 | $307.0K | 0.06% | −1,794−36.9% | Reduced |
| HSBC Holdings PLC | 3,091 | $308.0K | 0.00% | +3,091 | New |
| Mutual of America Capital Management LLC | 3,147 | $315.0K | 0.00% | −72−2.2% | Reduced |
| Colony Group LLC | 3,387 | $339.0K | 0.01% | +3,387 | New |
| Schonfeld Strategic Advisors LLC | 3,400 | $340.0K | 0.00% | −600−15.0% | Reduced |
| Nisa Investment Advisors, LLC | 3,600 | $360.0K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 3,627 | $363.0K | 0.00% | −3,095−46.0% | Reduced |
| Teacher Retirement System of Texas | 3,807 | $381.0K | 0.00% | +740+24.1% | Added |
| HighTower Advisors, LLC | 4,089 | $410.0K | 0.00% | +108+2.7% | Added |
| Stifel Financial Corp | 4,139 | $414.0K | 0.00% | 00.0% | Unchanged |
| Alps Advisors Inc | 4,457 | $446.0K | 0.00% | +229+5.4% | Added |
| United Capital Financial Advisers, LLC | 4,838 | $484.0K | 0.00% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 6,627 | $492.0K | 0.01% | 00.0% | Unchanged |
| Raymond James & Associates | 4,972 | $498.0K | 0.00% | +4,972 | New |
| Everence Capital Management Inc | 5,040 | $505.0K | 0.04% | 00.0% | Unchanged |
| Millennium Management LLC | 5,065 | $507.0K | 0.00% | −45,089−89.9% | Reduced |
| State Board of Administration of Florida Retirement System | 5,193 | $520.0K | 0.00% | 00.0% | Unchanged |
| Ellsworth Advisors, LLC | 5,292 | $530.0K | 0.24% | +334+6.7% | Added |
| Jane Street Group, LLC | 5,344 | $535.0K | 0.00% | −7,981−59.9% | Reduced |
| Metropolitan Life Insurance Co | 6,131 | $613.9K | 0.01% | −567−8.5% | Reduced |
| Arizona State Retirement System | 6,439 | $645.0K | 0.01% | +15+0.2% | Added |
| Citadel Advisors LLC | 6,640 | $665.0K | 0.00% | −42,217−86.4% | Reduced |
| Envestnet Asset Management Inc | 6,755 | $676.0K | 0.00% | +1,119+19.9% | Added |
| Sippican Capital Advisors | 6,877 | $689.0K | 0.60% | +6,877 | New |
| Crossmark Global Holdings, Inc. | 6,950 | $696.0K | 0.02% | −340−4.7% | Reduced |
| AQR Capital Management LLC | 7,294 | $730.0K | 0.00% | +2,150+41.8% | Added |
| Two Sigma Investments, LP | 7,300 | $731.0K | 0.00% | −57,831−88.8% | Reduced |
| New York State Teachers Retirement System | 7,321 | $733.0K | 0.00% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 7,577 | $759.0K | 2.23% | −207−2.7% | Reduced |
| Bank of Montreal | 7,918 | $783.0K | 0.00% | +391+5.2% | Added |
| Centiva Capital, LP | 3,000 | $816.0K | 0.07% | +3,000 | New |
| MetLife Investment Management | 8,184 | $819.5K | 0.01% | −1,083−11.7% | Reduced |
| Handelsbanken Fonder AB | 8,300 | $831.0K | 0.00% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 8,932 | $894.0K | 0.02% | −10,430−53.9% | Reduced |
| Maryland State Retirement & Pension System | 9,048 | $896.0K | 0.03% | +9,048 | New |
| Oregon Public Employees Retirement Fund | 9,253 | $927.0K | 0.01% | 00.0% | Unchanged |
| Voya Investment Management LLC | 9,332 | $934.0K | 0.00% | +30+0.3% | Added |
| Glenmede Trust Co NA | 9,508 | $952.0K | 0.00% | −265−2.7% | Reduced |
| First Dallas Securities Inc. | 10,300 | $1.03M | 0.71% | −200−1.9% | Reduced |
| Victory Capital Management Inc | 10,664 | $1.07M | 0.00% | −1,268−10.6% | Reduced |
| Select Equity Group, L.P. | 10,724 | $1.07M | 0.00% | +699+7.0% | Added |
| Louisiana State Employees Retirement System | 11,400 | $1.14M | 0.03% | +1,200+11.8% | Added |
| State of Tennessee, Treasury Department | 11,730 | $1.18M | 0.00% | −774−6.2% | Reduced |
| Manufacturers Life Insurance Company, The | 11,878 | $1.19M | 0.00% | −1,375−10.4% | Reduced |
| UBS Group AG | 12,198 | $1.22M | 0.00% | −25,140−67.3% | Reduced |
| Amalgamated Bank | 12,346 | $1.24M | 0.01% | +147+1.2% | Added |
| Syntal Capital Partners, LLC | 12,875 | $1.29M | 0.45% | −2,225−14.7% | Reduced |
| Citigroup Inc | 13,360 | $1.34M | 0.00% | −100,687−88.3% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 13,463 | $1.35M | 0.01% | −433−3.1% | Reduced |
| Susquehanna International Group, LLP | 13,548 | $1.36M | 0.00% | −8,979−39.9% | Reduced |
| Rafferty Asset Management, LLC | 13,761 | $1.38M | 0.01% | −13,141−48.8% | Reduced |
| American International Group, Inc. | 14,777 | $1.48M | 0.01% | −428−2.8% | Reduced |
| Boston Partners | 16,883 | $1.69M | 0.00% | −4,039−19.3% | Reduced |
| First Manhattan Co | 17,000 | $1.70M | 0.01% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 17,222 | $1.72M | 0.02% | +1,557+9.9% | Added |
| Texas Permanent School Fund | 17,462 | $1.75M | 0.02% | +587+3.5% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 17,899 | $1.79M | 0.02% | +522+3.0% | Added |
| Ensign Peak Advisors, Inc | 19,300 | $1.93M | 0.00% | +1,000+5.5% | Added |
| US Bancorp | 19,906 | $1.99M | 0.00% | +1,979+11.0% | Added |
| Public Employees Retirement System of Ohio | 19,947 | $2.00M | 0.01% | +19,947 | New |
| Great West Life Assurance Co | 20,475 | $2.07M | 0.00% | +980+5.0% | Added |
| SEI Investments Co | 21,207 | $2.12M | 0.00% | −828−3.8% | Reduced |
| UBS Asset Management Americas Inc | 22,811 | $2.28M | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 23,575 | $2.36M | 0.01% | +15,636+197.0% | Added |
| Comerica Bank | 21,424 | $2.48M | 0.01% | +228+1.1% | Added |
| Prudential Financial Inc | 25,361 | $2.54M | 0.00% | +795+3.2% | Added |
| EAM Investors, LLC | 26,262 | $2.63M | 0.44% | +26,262 | New |