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 |
|---|---|---|---|---|---|
| Boston Partners | 16,813 | $2.00M | 0.00% | −70−0.4% | Reduced |
| Texas Permanent School Fund | 17,022 | $2.03M | 0.02% | −440−2.5% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 17,849 | $2.13M | 0.02% | −50−0.3% | Reduced |
| Citigroup Inc | 18,612 | $2.22M | 0.00% | +5,252+39.3% | Added |
| UBS Group AG | 18,944 | $2.26M | 0.00% | +6,746+55.3% | Added |
| US Bancorp | 20,059 | $2.39M | 0.00% | +153+0.8% | Added |
| Great West Life Assurance Co | 20,385 | $2.42M | 0.01% | −90−0.4% | Reduced |
| State of New Jersey Common Pension Fund D | 21,527 | $2.56M | 0.01% | +21,527 | New |
| EAM Investors, LLC | 21,991 | $2.62M | 0.43% | −4,271−16.3% | Reduced |
| Walthausen & Co., LLC | 22,286 | $2.65M | 0.70% | −3,990−15.2% | Reduced |
| Yousif Capital Management, LLC | 23,185 | $2.76M | 0.03% | +23,185 | New |
| UBS Asset Management Americas Inc | 23,801 | $2.83M | 0.00% | +990+4.3% | Added |
| SEI Investments Co | 24,583 | $2.93M | 0.01% | +3,376+15.9% | Added |
| Prudential Financial Inc | 25,046 | $2.98M | 0.00% | −315−1.2% | Reduced |
| Royal Bank of Canada | 26,524 | $3.16M | 0.00% | −14,241−34.9% | Reduced |
| Wells Fargo & Company | 30,529 | $3.64M | 0.00% | −5,818−16.0% | Reduced |
| Nicholas Investment Partners, LP | 30,634 | $3.65M | 0.23% | +30,634 | New |
| Ranger Investment Management, L.P. | 30,848 | $3.67M | 0.20% | −26,514−46.2% | Reduced |
| Barometer Capital Management Inc. | 31,560 | $3.76M | 0.63% | +31,560 | New |
| Alliancebernstein L.P. | 31,789 | $3.79M | 0.00% | −3,652−10.3% | Reduced |
| California State Teachers Retirement System | 33,013 | $3.93M | 0.00% | +913+2.8% | Added |
| New York State Common Retirement Fund | 34,253 | $4.08M | 0.00% | +5,712+20.0% | Added |
| Teachers Retirement System of the State of Kentucky | 36,660 | $4.37M | 0.04% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 37,721 | $4.49M | 0.15% | −2,551−6.3% | Reduced |
| Macquarie Group Ltd | 37,818 | $4.50M | 0.00% | −4,154−9.9% | Reduced |
| Public Employees Retirement System of Ohio | 37,813 | $4.50M | 0.02% | +17,866+89.6% | Added |
| JPMorgan Chase & Co | 37,937 | $4.52M | 0.00% | −978−2.5% | Reduced |
| Employees Retirement System of Texas | 39,000 | $4.64M | 0.05% | 00.0% | Unchanged |
| Second Curve Capital LLC | 39,752 | $4.73M | 5.09% | −3,000−7.0% | Reduced |
| Citadel Advisors LLC | 39,985 | $4.76M | 0.01% | +33,345+502.2% | Added |
| EAM Global Investors LLC | 41,152 | $4.90M | 0.87% | +7,697+23.0% | Added |
| Public Sector Pension Investment Board | 48,098 | $5.73M | 0.03% | +400+0.8% | Added |
| Assenagon Asset Management S.A. | 48,729 | $5.80M | 0.02% | −198,952−80.3% | Reduced |
| Parametric Portfolio Associates LLC | 50,178 | $5.97M | 0.00% | +16,840+50.5% | Added |
| Swiss National Bank | 52,500 | $6.25M | 0.00% | +400+0.8% | Added |
| Diamond Hill Capital Management Inc | 53,007 | $6.31M | 0.02% | 00.0% | Unchanged |
| Rhumbline Advisers | 55,102 | $6.56M | 0.01% | −672−1.2% | Reduced |
| Legal & General Group Plc | 56,315 | $6.71M | 0.00% | +2,225+4.1% | Added |
| Barclays PLC | 56,988 | $6.79M | 0.00% | +19,256+51.0% | Added |
| EJF Capital LLC | 63,328 | $7.54M | 0.67% | −11,878−15.8% | Reduced |
| Kennedy Capital Management, Inc. | 66,472 | $7.92M | 0.17% | −109,115−62.1% | Reduced |
| First Trust Advisors LP | 66,861 | $7.96M | 0.01% | −4,741−6.6% | Reduced |
| Moody Aldrich Partners LLC | 71,940 | $8.57M | 1.19% | −13,294−15.6% | Reduced |
| Mendon Capital Advisors Corp | 75,000 | $8.93M | 2.57% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 76,302 | $9.09M | 0.06% | +28,219+58.7% | Added |
| Bank of America Corp | 76,692 | $9.13M | 0.00% | −26,821−25.9% | Reduced |
| Goldman Sachs Group Inc | 82,134 | $9.78M | 0.00% | +46,245+128.9% | Added |
| Hodges Capital Management Inc. | 84,442 | $10.1M | 0.73% | −64,906−43.5% | Reduced |
| Morgan Stanley | 90,959 | $10.8M | 0.00% | +14,909+19.6% | Added |
| Nuveen Asset Management, LLC | 90,966 | $11.1M | 0.00% | −7,102−7.2% | Reduced |
| Phocas Financial Corp. | 94,232 | $11.2M | 1.43% | +671+0.7% | Added |
| Federated Hermes, Inc. | 96,685 | $11.5M | 0.02% | −299−0.3% | Reduced |
| Russell Investments Group, Ltd. | 109,500 | $13.0M | 0.02% | −30,851−22.0% | Reduced |
| Lord, Abbett & Co. LLC | 121,418 | $14.5M | 0.03% | −56,500−31.8% | Reduced |
| Invesco Ltd. | 128,573 | $15.3M | 0.00% | +28,176+28.1% | Added |
| Forest Hill Capital, LLC | 129,287 | $15.4M | 4.20% | −10,175−7.3% | Reduced |
| State of Wisconsin Investment Board | 133,200 | $15.9M | 0.03% | −1,000−0.7% | Reduced |
| Credit Suisse AG | 142,950 | $17.0M | 0.01% | +10,614+8.0% | Added |
| THRC Management, LLC | 152,996 | $18.2M | 3.28% | +152,996 | New |
| Charles Schwab Investment Management Inc | 167,558 | $20.0M | 0.01% | +3,616+2.2% | Added |
| Peregrine Capital Management LLC | 182,009 | $21.7M | 0.43% | −19,297−9.6% | Reduced |
| Deutsche Bank AG | 187,521 | $22.3M | 0.01% | −3,501−1.8% | Reduced |
| Principal Financial Group Inc | 193,472 | $23.0M | 0.01% | −6,117−3.1% | Reduced |
| Emerald Advisers, LLC | 194,586 | $23.2M | 0.86% | +26,097+15.5% | Added |
| NFC Investments, LLC | 231,148 | $27.5M | 5.72% | −10,500−4.3% | Reduced |
| Bank of New York Mellon Corp | 247,105 | $29.4M | 0.01% | −724−0.3% | Reduced |
| Northern Trust Corp | 264,650 | $31.5M | 0.01% | −1,590−0.6% | Reduced |
| Loomis Sayles & Co L P | 268,214 | $31.9M | 0.04% | −5,136−1.9% | Reduced |
| Emerald Mutual Fund Advisers Trust | 287,032 | $34.2M | 1.20% | +46,044+19.1% | Added |
| Royce & Associates LP | 321,207 | $38.2M | 0.29% | −234,246−42.2% | Reduced |
| Banc Funds Co LLC | 331,418 | $39.5M | 2.97% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 410,537 | $48.9M | 0.01% | +7,043+1.7% | Added |
| American Century Companies Inc | 437,320 | $52.1M | 0.03% | −64,880−12.9% | Reduced |
| Thrivent Financial for Lutherans | 623,430 | $74.2M | 0.14% | +1380.0% | Added |
| Westwood Holdings Group Inc. | 657,546 | $78.3M | 0.70% | +419,869+176.7% | Added |
| Driehaus Capital Management LLC | 696,565 | $82.9M | 0.85% | +64,442+10.2% | Added |
| Dimensional Fund Advisors LP | 873,928 | $104.1M | 0.03% | −19,415−2.2% | Reduced |
| Ameriprise Financial Inc | 1,113,594 | $132.5M | 0.04% | +31,094+2.9% | Added |
| State Street Corp | 1,137,415 | $135.4M | 0.01% | +179,060+18.7% | Added |
| Wellington Management Group LLP | 1,396,225 | $166.3M | 0.03% | −239,236−14.6% | Reduced |
| Luxor Capital Group, LP | 1,968,108 | $234.4M | 6.86% | +77,117+4.1% | Added |
| Vanguard Group Inc | 2,059,379 | $245.2M | 0.01% | +466,253+29.3% | Added |
| BlackRock Inc. | 3,516,343 | $418.7M | 0.01% | +40,669+1.2% | Added |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −35,500−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −26,726−100.0% | Sold out |
| Syntal Capital Partners, LLC | 0 | $0 | 0.00% | −12,875−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −8,932−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −7,300−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −5,344−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −5,065−100.0% | Sold out |
| Colony Group LLC | 0 | $0 | 0.00% | −3,387−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −3,064−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −2,546−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −2,431−100.0% | Sold out |
| KBC Group NV | 0 | $0 | 0.00% | −746−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −330−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −182−100.0% | Sold out |
| JCSD Capital, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −28−100.0% | Sold out |