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, Q4 2021
Institutional positions in Triumph Financial, Inc. as of Dec 31, 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
- 183
- +15 vs. Q3 2021
- Shares held
- 21.6M
- +527.4K (+2.5%) vs. Q3 2021
- Total value
- $2.57B
- +$461.4M (+21.9%) vs. Q3 2021
- New holders
- 32
- 61 more added
- Sold out
- 17
- 69 more reduced
1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Triumph Financial, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| JFS Wealth Advisors, LLC | 2 | $0 | 0.00% | +2 | New |
| Schubert & Co | 3 | $0 | 0.00% | +3 | New |
| Bell Investment Advisors, Inc | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 11 | $1.00K | 0.00% | +11 | New |
| Parkside Financial Bank & Trust | 20 | $2.00K | 0.00% | +14+233.3% | Added |
| Quadrant Capital Group LLC | 23 | $3.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 45 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 47 | $6.00K | 0.00% | 00.0% | Unchanged |
| Hanseatic Management Services Inc | 53 | $6.00K | 0.01% | +53 | New |
| Fifth Third Bancorp | 55 | $7.00K | 0.00% | +28+103.7% | Added |
| Rockefeller Capital Management L.P. | 65 | $7.00K | 0.00% | +65 | New |
| Geneos Wealth Management Inc. | 98 | $11.0K | 0.00% | −2−2.0% | Reduced |
| Private Capital Group, LLC | 125 | $15.0K | 0.00% | +87+228.9% | Added |
| Eaton Vance Management | 166 | $20.0K | 0.00% | +166 | New |
| Harvest Fund Management Co., Ltd | 186 | $22.0K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 196 | $23.3K | 0.01% | +82+71.9% | Added |
| Signaturefd, LLC | 236 | $28.0K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 264 | $31.0K | 0.03% | +264 | New |
| Tower Research Capital LLC (TRC) | 278 | $33.0K | 0.00% | −848−75.3% | Reduced |
| Advisor Group Holdings, Inc. | 279 | $33.0K | 0.00% | +56+25.1% | Added |
| State of Wyoming | 454 | $54.0K | 0.03% | +1+0.2% | Added |
| Central Trust Co | 545 | $65.0K | 0.00% | +273+100.4% | Added |
| Captrust Financial Advisors | 618 | $74.0K | 0.00% | +48+8.4% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 981 | $117.0K | 0.00% | −12,482−92.7% | Reduced |
| The PNC Financial Services Group, Inc. | 1,132 | $135.0K | 0.00% | +75+7.1% | Added |
| Ameritas Investment Partners, Inc. | 1,845 | $220.0K | 0.01% | 00.0% | Unchanged |
| Algert Global LLC | 1,994 | $237.0K | 0.03% | +1,994 | New |
| Steward Financial Group LLC | 2,000 | $238.0K | 0.22% | +2,000 | New |
| Crossmark Global Holdings, Inc. | 2,070 | $246.0K | 0.01% | −4,880−70.2% | Reduced |
| Paloma Partners Management Co | 2,107 | $251.0K | 0.01% | +2,107 | New |
| Profund Advisors LLC | 2,173 | $259.0K | 0.01% | −109−4.8% | Reduced |
| Nisa Investment Advisors, LLC | 3,250 | $284.0K | 0.00% | −350−9.7% | Reduced |
| Commonwealth Equity Services, LLC | 2,455 | $292.0K | 0.00% | +179+7.9% | Added |
| Dynamic Technology Lab Private Ltd | 2,490 | $297.0K | 0.03% | +2,490 | New |
| Versor Investments LP | 2,702 | $322.0K | 0.01% | +2,702 | New |
| Cornerstone Investment Partners, LLC | 2,720 | $324.0K | 0.02% | 00.0% | Unchanged |
| Welch Group, LLC | 2,880 | $343.0K | 0.02% | +2,880 | New |
| Howard Financial Services, Ltd. | 3,000 | $357.0K | 0.11% | 00.0% | Unchanged |
| CWM, LLC | 3,044 | $362.0K | 0.00% | +3,044 | New |
| Mutual of America Capital Management LLC | 3,227 | $384.0K | 0.00% | +80+2.5% | Added |
| Brown Advisory Inc | 3,291 | $392.0K | 0.00% | +3,291 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,419 | $407.0K | 0.00% | +1,007+41.7% | Added |
| Csenge Advisory Group | 5,454 | $407.0K | 0.04% | +5,454 | New |
| Guggenheim Capital LLC | 3,594 | $428.0K | 0.00% | +1,231+52.1% | Added |
| LPL Financial LLC | 3,637 | $433.0K | 0.00% | +3,637 | New |
| United Capital Financial Advisers, LLC | 3,785 | $451.0K | 0.00% | −1,053−21.8% | Reduced |
| Stifel Financial Corp | 4,139 | $493.0K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 4,272 | $508.0K | 0.00% | +1,181+38.2% | Added |
| Select Equity Group, L.P. | 4,421 | $526.0K | 0.00% | −6,303−58.8% | Reduced |
| Engineers Gate Manager LP | 4,494 | $535.0K | 0.02% | +4,494 | New |
| Alps Advisors Inc | 4,512 | $537.0K | 0.01% | +55+1.2% | Added |
| Teacher Retirement System of Texas | 4,561 | $543.0K | 0.00% | +754+19.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 4,664 | $555.0K | 0.00% | +4,664 | New |
| Janus Henderson Group PLC | 4,797 | $571.0K | 0.00% | +2,412+101.1% | Added |
| HighTower Advisors, LLC | 4,871 | $580.0K | 0.00% | +782+19.1% | Added |
| Schonfeld Strategic Advisors LLC | 4,914 | $586.0K | 0.01% | +1,514+44.5% | Added |
| SG Americas Securities, LLC | 5,035 | $600.0K | 0.00% | −27,438−84.5% | Reduced |
| Everence Capital Management Inc | 5,040 | $600.0K | 0.04% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 5,193 | $618.0K | 0.00% | 00.0% | Unchanged |
| Ellsworth Advisors, LLC | 5,280 | $629.0K | 0.23% | −12−0.2% | Reduced |
| Mesirow Financial Investment Management, Inc. | 5,303 | $631.0K | 1.82% | −2,274−30.0% | Reduced |
| ProShare Advisors LLC | 5,878 | $700.0K | 0.00% | +2,251+62.1% | Added |
| Handelsbanken Fonder AB | 6,000 | $714.0K | 0.00% | −2,300−27.7% | Reduced |
| Raymond James & Associates | 6,130 | $730.0K | 0.00% | +1,158+23.3% | Added |
| Metropolitan Life Insurance Co | 6,131 | $730.1K | 0.01% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 6,210 | $739.0K | 0.00% | +6,210 | New |
| Arizona State Retirement System | 6,421 | $765.0K | 0.01% | −18−0.3% | Reduced |
| Campbell & CO Investment Adviser LLC | 6,500 | $774.0K | 0.27% | +6,500 | New |
| Brinker Capital Investments, LLC | 6,529 | $777.0K | 0.01% | −98−1.5% | Reduced |
| Maltese Capital Management LLC | 7,246 | $862.0K | 0.14% | −62,754−89.6% | Reduced |
| Ensign Peak Advisors, Inc | 7,250 | $863.0K | 0.00% | −12,050−62.4% | Reduced |
| AQR Capital Management LLC | 7,294 | $869.0K | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 7,521 | $896.0K | 0.00% | +200+2.7% | Added |
| Alberta Investment Management Corp | 7,881 | $938.0K | 0.01% | +7,881 | New |
| Allspring Global Investments Holdings, LLC | 7,929 | $944.0K | 0.00% | +7,929 | New |
| Envestnet Asset Management Inc | 8,029 | $956.0K | 0.00% | +1,274+18.9% | Added |
| MetLife Investment Management | 8,184 | $974.6K | 0.01% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 9,098 | $1.08M | 0.01% | −155−1.7% | Reduced |
| Voya Investment Management LLC | 9,106 | $1.08M | 0.00% | −226−2.4% | Reduced |
| Maryland State Retirement & Pension System | 9,415 | $1.12M | 0.03% | +367+4.1% | Added |
| Bank of Montreal | 9,327 | $1.13M | 0.00% | +1,409+17.8% | Added |
| PMC FIG Opportunities LLC | 9,500 | $1.13M | 4.80% | +9,500 | New |
| Glenmede Trust Co NA | 9,830 | $1.17M | 0.01% | +322+3.4% | Added |
| Sippican Capital Advisors | 10,198 | $1.21M | 1.03% | +3,321+48.3% | Added |
| Victory Capital Management Inc | 10,437 | $1.24M | 0.00% | −227−2.1% | Reduced |
| First Dallas Securities Inc. | 10,570 | $1.26M | 0.83% | +270+2.6% | Added |
| BNP Paribas Arbitrage, SA | 11,150 | $1.33M | 0.00% | −12,425−52.7% | Reduced |
| Voloridge Investment Management, LLC | 11,365 | $1.35M | 0.01% | +11,365 | New |
| Louisiana State Employees Retirement System | 11,400 | $1.36M | 0.03% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 11,501 | $1.37M | 0.01% | −229−2.0% | Reduced |
| Manufacturers Life Insurance Company, The | 11,839 | $1.41M | 0.00% | −39−0.3% | Reduced |
| Amalgamated Bank | 12,131 | $1.45M | 0.01% | −215−1.7% | Reduced |
| First Manhattan Co | 12,750 | $1.52M | 0.01% | −4,250−25.0% | Reduced |
| Susquehanna International Group, LLP | 13,089 | $1.56M | 0.00% | −459−3.4% | Reduced |
| John W. Rosenthal Capital Management, Inc. | 13,650 | $1.63M | 1.22% | +13,650 | New |
| Rafferty Asset Management, LLC | 13,727 | $1.64M | 0.01% | −34−0.2% | Reduced |
| American International Group, Inc. | 14,318 | $1.71M | 0.01% | −459−3.1% | Reduced |
| Jupiter Asset Management Ltd | 14,650 | $1.74M | 0.02% | +14,650 | New |
| Comerica Bank | 20,827 | $1.87M | 0.01% | −597−2.8% | Reduced |
| State of Alaska, Department of Revenue | 16,722 | $1.99M | 0.02% | −500−2.9% | Reduced |