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 |
|---|---|---|---|---|---|
| Walthausen & Co., LLC | 26,276 | $2.63M | 0.67% | +26,276 | New |
| Mirabella Financial Services LLP | 26,726 | $2.68M | 0.35% | +26,726 | New |
| New York State Common Retirement Fund | 28,541 | $2.86M | 0.00% | −4,095−12.5% | Reduced |
| California State Teachers Retirement System | 32,100 | $3.21M | 0.00% | −339−1.0% | Reduced |
| SG Americas Securities, LLC | 32,473 | $3.25M | 0.02% | +32,473 | New |
| Parametric Portfolio Associates LLC | 33,338 | $3.34M | 0.00% | −1,275−3.7% | Reduced |
| EAM Global Investors LLC | 33,455 | $3.35M | 0.79% | +33,455 | New |
| Alliancebernstein L.P. | 35,441 | $3.55M | 0.00% | −930−2.6% | Reduced |
| Renaissance Technologies LLC | 35,500 | $3.56M | 0.00% | +35,500 | New |
| Goldman Sachs Group Inc | 35,889 | $3.59M | 0.00% | −54,676−60.4% | Reduced |
| Wells Fargo & Company | 36,347 | $3.64M | 0.00% | +7,803+27.3% | Added |
| Teachers Retirement System of the State of Kentucky | 36,660 | $3.67M | 0.03% | 00.0% | Unchanged |
| Barclays PLC | 37,732 | $3.78M | 0.00% | −18,543−33.0% | Reduced |
| JPMorgan Chase & Co | 38,915 | $3.90M | 0.00% | +505+1.3% | Added |
| Employees Retirement System of Texas | 39,000 | $3.90M | 0.05% | +10,000+34.5% | Added |
| Boothbay Fund Management, LLC | 40,272 | $4.03M | 0.16% | −2,591−6.0% | Reduced |
| Royal Bank of Canada | 40,765 | $4.08M | 0.00% | +13,281+48.3% | Added |
| Macquarie Group Ltd | 41,972 | $4.20M | 0.00% | 00.0% | Unchanged |
| Second Curve Capital LLC | 42,752 | $4.28M | 5.31% | −5,000−10.5% | Reduced |
| Public Sector Pension Investment Board | 47,698 | $4.78M | 0.03% | +1,420+3.1% | Added |
| Jacobs Levy Equity Management, Inc | 48,083 | $4.82M | 0.03% | +18,025+60.0% | Added |
| Swiss National Bank | 52,100 | $5.22M | 0.00% | 00.0% | Unchanged |
| Diamond Hill Capital Management Inc | 53,007 | $5.31M | 0.02% | +7,836+17.3% | Added |
| Legal & General Group Plc | 54,090 | $5.42M | 0.00% | +6,377+13.4% | Added |
| Rhumbline Advisers | 55,774 | $5.58M | 0.01% | −7,546−11.9% | Reduced |
| Ranger Investment Management, L.P. | 57,362 | $5.74M | 0.31% | +3,000+5.5% | Added |
| Maltese Capital Management LLC | 70,000 | $7.01M | 1.21% | −15,000−17.6% | Reduced |
| First Trust Advisors LP | 71,602 | $7.17M | 0.01% | −18,158−20.2% | Reduced |
| Mendon Capital Advisors Corp | 75,000 | $7.51M | 2.56% | 00.0% | Unchanged |
| EJF Capital LLC | 75,206 | $7.53M | 0.66% | +8,043+12.0% | Added |
| Morgan Stanley | 76,050 | $7.62M | 0.00% | −58,014−43.3% | Reduced |
| Nuveen Asset Management, LLC | 98,068 | $8.26M | 0.00% | −15,308−13.5% | Reduced |
| Moody Aldrich Partners LLC | 85,234 | $8.53M | 1.08% | +12,084+16.5% | Added |
| Phocas Financial Corp. | 93,561 | $9.37M | 1.18% | +640+0.7% | Added |
| Federated Hermes, Inc. | 96,984 | $9.71M | 0.02% | −12,776−11.6% | Reduced |
| Invesco Ltd. | 100,397 | $10.1M | 0.00% | +28,407+39.5% | Added |
| Bank of America Corp | 103,513 | $10.4M | 0.00% | +43,365+72.1% | Added |
| Credit Suisse AG | 132,336 | $13.3M | 0.01% | +111,407+532.3% | Added |
| State of Wisconsin Investment Board | 134,200 | $13.4M | 0.03% | 00.0% | Unchanged |
| Forest Hill Capital, LLC | 139,462 | $14.0M | 3.90% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 140,351 | $14.1M | 0.02% | −19,221−12.0% | Reduced |
| Hodges Capital Management Inc. | 149,348 | $15.0M | 1.10% | +55,935+59.9% | Added |
| Charles Schwab Investment Management Inc | 163,942 | $16.4M | 0.01% | +5,664+3.6% | Added |
| Emerald Advisers, LLC | 168,489 | $16.9M | 0.61% | +21,354+14.5% | Added |
| Kennedy Capital Management, Inc. | 175,587 | $17.6M | 0.39% | −35,114−16.7% | Reduced |
| Lord, Abbett & Co. LLC | 177,918 | $17.8M | 0.04% | −5,100−2.8% | Reduced |
| Deutsche Bank AG | 191,022 | $19.1M | 0.01% | −439−0.2% | Reduced |
| Principal Financial Group Inc | 199,589 | $20.0M | 0.01% | +7,073+3.7% | Added |
| Peregrine Capital Management LLC | 201,306 | $20.2M | 0.42% | −39,525−16.4% | Reduced |
| Westwood Holdings Group Inc. | 237,677 | $23.8M | 0.26% | +237,677 | New |
| Emerald Mutual Fund Advisers Trust | 240,988 | $24.1M | 0.84% | +18,570+8.3% | Added |
| NFC Investments, LLC | 241,648 | $24.2M | 5.26% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 247,681 | $24.8M | 0.10% | −1,422−0.6% | Reduced |
| Bank of New York Mellon Corp | 247,829 | $24.8M | 0.00% | +21,935+9.7% | Added |
| Northern Trust Corp | 266,240 | $26.7M | 0.00% | −8,028−2.9% | Reduced |
| Loomis Sayles & Co L P | 273,350 | $27.4M | 0.03% | −46,629−14.6% | Reduced |
| Banc Funds Co LLC | 331,418 | $33.2M | 2.54% | +4,600+1.4% | Added |
| Geode Capital Management, LLC | 403,494 | $40.4M | 0.01% | +6,383+1.6% | Added |
| American Century Companies Inc | 502,200 | $50.3M | 0.03% | +63,086+14.4% | Added |
| Royce & Associates LP | 555,453 | $55.6M | 0.42% | −107,845−16.3% | Reduced |
| Thrivent Financial for Lutherans | 623,292 | $62.4M | 0.13% | −12,600−2.0% | Reduced |
| Driehaus Capital Management LLC | 632,123 | $63.3M | 0.75% | +56,194+9.8% | Added |
| Dimensional Fund Advisors LP | 893,343 | $89.4M | 0.03% | −106,765−10.7% | Reduced |
| State Street Corp | 958,355 | $96.0M | 0.01% | −133,160−12.2% | Reduced |
| Ameriprise Financial Inc | 1,082,500 | $108.4M | 0.03% | +738,157+214.4% | Added |
| Vanguard Group Inc | 1,593,126 | $159.5M | 0.00% | −14,627−0.9% | Reduced |
| Wellington Management Group LLP | 1,635,461 | $163.8M | 0.03% | +372,573+29.5% | Added |
| Luxor Capital Group, LP | 1,890,991 | $189.3M | 4.83% | +199,335+11.8% | Added |
| BlackRock Inc. | 3,475,674 | $348.0M | 0.01% | +86,359+2.5% | Added |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −59,418−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −41,243−100.0% | Sold out |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −29,900−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −22,987−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −16,200−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −13,807−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −12,852−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −12,044−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −10,741−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −9,400−100.0% | Sold out |
| Ci Investments Inc. | 0 | $0 | 0.00% | −8,107−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −7,390−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −6,201−100.0% | Sold out |
| Csenge Advisory Group | 0 | $0 | 0.00% | −5,454−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −5,274−100.0% | Sold out |
| Symphony Financial, Ltd. Co. | 0 | $0 | 0.00% | −4,900−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −4,400−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −3,500−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −3,370−100.0% | Sold out |
| Carolina Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,844−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −1,153−100.0% | Sold out |
| C M Bidwell & Associates Ltd | 0 | $0 | 0.00% | −631−100.0% | Sold out |
| Eaton Vance Management | 0 | $0 | 0.00% | −371−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Red Door Wealth Management, LLC | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| Private Ocean, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |