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, Q1 2022
Institutional positions in Triumph Financial, Inc. as of Mar 31, 2022. 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
- 172
- −9 vs. Q4 2021
- Shares held
- 22.4M
- +850.4K (+4.0%) vs. Q4 2021
- Total value
- $2.10B
- −$459.2M (−17.9%) vs. Q4 2021
- New holders
- 21
- 65 more added
- Sold out
- 30
- 65 more reduced
2 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Triumph Financial, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Schubert & Co | 2 | $0 | 0.00% | −1−33.3% | Reduced |
| Meeder Asset Management Inc | 3 | $0 | 0.00% | +3 | New |
| Disciplined Investments, LLC | 2 | $0 | 0.00% | +2 | New |
| Cordant, Inc. | 5 | $0 | 0.00% | +5 | New |
| SJS Investment Consulting Inc. | 1 | $0 | 0.00% | +1 | New |
| Parkside Financial Bank & Trust | 6 | $1.00K | 0.00% | −14−70.0% | Reduced |
| Covestor Ltd | 8 | $1.00K | 0.00% | −3−27.3% | Reduced |
| JFS Wealth Advisors, LLC | 8 | $1.00K | 0.00% | +6+300.0% | Added |
| Quadrant Capital Group LLC | 23 | $2.00K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 39 | $4.00K | 0.00% | −16−29.1% | Reduced |
| Tarbox Family Office, Inc. | 47 | $4.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 45 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hanseatic Management Services Inc | 53 | $5.00K | 0.01% | 00.0% | Unchanged |
| JCSD Capital, LLC | 50 | $5.00K | 0.00% | +50 | New |
| Brown Brothers Harriman & Co | 85 | $8.00K | 0.00% | +85 | New |
| Geneos Wealth Management Inc. | 98 | $9.00K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 179 | $17.0K | 0.00% | −99−35.6% | Reduced |
| Quent Capital, LLC | 200 | $19.0K | 0.00% | +200 | New |
| Signaturefd, LLC | 236 | $22.0K | 0.00% | 00.0% | Unchanged |
| Exane Derivatives | 239 | $22.5K | 0.01% | +239 | New |
| Sutton Wealth Advisors Inc. | 283 | $26.6K | 0.01% | +87+44.4% | Added |
| Advisor Group Holdings, Inc. | 282 | $27.0K | 0.00% | +3+1.1% | Added |
| State of Wyoming | 409 | $38.0K | 0.02% | −45−9.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 510 | $48.0K | 0.00% | +510 | New |
| Central Trust Co | 545 | $51.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 635 | $60.0K | 0.00% | +635 | New |
| Quantbot Technologies LP | 716 | $67.0K | 0.01% | +716 | New |
| Captrust Financial Advisors | 919 | $86.0K | 0.00% | +301+48.7% | Added |
| The PNC Financial Services Group, Inc. | 1,052 | $98.0K | 0.00% | −80−7.1% | Reduced |
| Metropolitan Life Insurance Co | 1,432 | $134.6K | 0.00% | −4,699−76.6% | Reduced |
| Ameritas Investment Partners, Inc. | 1,845 | $173.0K | 0.01% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 2,131 | $200.0K | 0.00% | +2,131 | New |
| AlphaCrest Capital Management LLC | 2,199 | $207.0K | 0.01% | +2,199 | New |
| Commonwealth Equity Services, LLC | 2,218 | $208.0K | 0.00% | −237−9.7% | Reduced |
| Jane Street Group, LLC | 2,332 | $219.0K | 0.00% | +2,332 | New |
| Squarepoint Ops LLC | 2,443 | $230.0K | 0.00% | −3,767−60.7% | Reduced |
| Shell Asset Management Co | 2,512 | $236.0K | 0.01% | +2,512 | New |
| Redwood Investment Management, LLC | 2,710 | $255.0K | 0.04% | +2,710 | New |
| Cornerstone Investment Partners, LLC | 2,720 | $256.0K | 0.01% | 00.0% | Unchanged |
| Welch Group, LLC | 2,880 | $271.0K | 0.02% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,950 | $277.0K | 0.00% | −300−9.2% | Reduced |
| Algert Global LLC | 2,955 | $278.0K | 0.02% | +961+48.2% | Added |
| Howard Financial Services, Ltd. | 3,000 | $282.0K | 0.08% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 3,407 | $320.0K | 0.00% | +180+5.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,419 | $321.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 3,487 | $328.0K | 0.00% | +443+14.6% | Added |
| Engineers Gate Manager LP | 3,659 | $344.0K | 0.01% | −835−18.6% | Reduced |
| Guggenheim Capital LLC | 3,701 | $348.0K | 0.00% | +107+3.0% | Added |
| United Capital Financial Advisers, LLC | 3,723 | $350.0K | 0.00% | −62−1.6% | Reduced |
| Public Employees Retirement Association of Colorado | 3,974 | $374.0K | 0.00% | +3,974 | New |
| Stifel Financial Corp | 4,139 | $389.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 4,434 | $417.0K | 0.00% | −14,510−76.6% | Reduced |
| HighTower Advisors, LLC | 4,871 | $458.0K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 4,908 | $461.0K | 0.00% | +347+7.6% | Added |
| Mesirow Financial Investment Management, Inc. | 4,915 | $462.0K | 1.56% | −388−7.3% | Reduced |
| Capital Impact Advisors, LLC | 4,920 | $463.0K | 0.34% | +4,920 | New |
| Handelsbanken Fonder AB | 5,000 | $470.0K | 0.00% | −1,000−16.7% | Reduced |
| Everence Capital Management Inc | 5,040 | $474.0K | 0.04% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 5,193 | $488.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 5,235 | $492.0K | 0.00% | +200+4.0% | Added |
| ProShare Advisors LLC | 5,288 | $497.0K | 0.00% | −590−10.0% | Reduced |
| Brinker Capital Investments, LLC | 5,482 | $515.0K | 0.01% | −1,047−16.0% | Reduced |
| Envestnet Asset Management Inc | 5,658 | $532.0K | 0.00% | −2,371−29.5% | Reduced |
| Victory Capital Management Inc | 8,441 | $586.0K | 0.00% | −1,996−19.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 6,228 | $586.0K | 0.00% | +1,564+33.5% | Added |
| Arizona State Retirement System | 6,452 | $607.0K | 0.00% | +31+0.5% | Added |
| Susquehanna International Group, LLP | 6,901 | $649.0K | 0.00% | −6,188−47.3% | Reduced |
| HSBC Holdings PLC | 6,963 | $665.0K | 0.00% | +2,691+63.0% | Added |
| AQR Capital Management LLC | 7,220 | $679.0K | 0.00% | −74−1.0% | Reduced |
| Ensign Peak Advisors, Inc | 7,250 | $682.0K | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 7,621 | $717.0K | 0.00% | +100+1.3% | Added |
| Janus Henderson Group PLC | 7,920 | $745.0K | 0.00% | +3,123+65.1% | Added |
| BNP Paribas Arbitrage, SA | 8,270 | $777.5K | 0.00% | −2,880−25.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 8,295 | $779.0K | 0.00% | +366+4.6% | Added |
| Bank of Montreal | 8,493 | $825.0K | 0.00% | −834−8.9% | Reduced |
| Oregon Public Employees Retirement Fund | 8,898 | $837.0K | 0.01% | −200−2.2% | Reduced |
| Voya Investment Management LLC | 9,241 | $869.0K | 0.00% | +135+1.5% | Added |
| Maryland State Retirement & Pension System | 9,483 | $892.0K | 0.02% | +68+0.7% | Added |
| Manufacturers Life Insurance Company, The | 9,703 | $912.3K | 0.00% | −2,136−18.0% | Reduced |
| Glenmede Trust Co NA | 9,717 | $913.0K | 0.00% | −113−1.1% | Reduced |
| Louisiana State Employees Retirement System | 11,500 | $923.0K | 0.02% | +100+0.9% | Added |
| Amalgamated Bank | 11,523 | $1.08M | 0.01% | −608−5.0% | Reduced |
| Amalgamated Financial Corp. | 11,523 | $1.08M | 0.01% | +11,523 | New |
| MetLife Investment Management | 12,749 | $1.20M | 0.01% | +4,565+55.8% | Added |
| American International Group, Inc. | 13,623 | $1.28M | 0.01% | −695−4.9% | Reduced |
| Alberta Investment Management Corp | 15,072 | $1.42M | 0.01% | +7,191+91.2% | Added |
| Walthausen & Co., LLC | 16,442 | $1.55M | 0.44% | −5,844−26.2% | Reduced |
| State of Alaska, Department of Revenue | 16,497 | $1.55M | 0.02% | −225−1.3% | Reduced |
| Texas Permanent School Fund | 16,766 | $1.58M | 0.02% | −256−1.5% | Reduced |
| Sippican Capital Advisors | 16,830 | $1.58M | 1.31% | +6,632+65.0% | Added |
| Wells Fargo & Company | 17,092 | $1.61M | 0.00% | −13,437−44.0% | Reduced |
| Boston Partners | 17,125 | $1.61M | 0.00% | +312+1.9% | Added |
| Comerica Bank | 20,487 | $1.64M | 0.01% | −340−1.6% | Reduced |
| Raymond James & Associates | 18,768 | $1.76M | 0.00% | +12,638+206.2% | Added |
| State of Tennessee, Treasury Department | 18,900 | $1.78M | 0.01% | +7,399+64.3% | Added |
| SEI Investments Co | 19,641 | $1.85M | 0.00% | −4,942−20.1% | Reduced |
| US Bancorp | 19,681 | $1.85M | 0.00% | −378−1.9% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 20,388 | $1.92M | 0.02% | +2,539+14.2% | Added |
| Great West Life Assurance Co | 20,489 | $1.97M | 0.00% | +104+0.5% | Added |
| Citigroup Inc | 21,177 | $1.99M | 0.00% | +2,565+13.8% | Added |