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 |
|---|---|---|---|---|---|
| First Dallas Securities Inc. | 21,182 | $1.99M | 1.13% | +10,612+100.4% | Added |
| Royal Bank of Canada | 21,542 | $2.02M | 0.00% | −4,982−18.8% | Reduced |
| Nicholas Investment Partners, LP | 22,668 | $2.13M | 0.15% | −7,966−26.0% | Reduced |
| Yousif Capital Management, LLC | 22,860 | $2.15M | 0.02% | −325−1.4% | Reduced |
| Prudential Financial Inc | 24,749 | $2.33M | 0.00% | −297−1.2% | Reduced |
| Rafferty Asset Management, LLC | 25,082 | $2.36M | 0.01% | +11,355+82.7% | Added |
| UBS Asset Management Americas Inc | 25,164 | $2.37M | 0.00% | +1,363+5.7% | Added |
| Deutsche Bank AG | 26,218 | $2.46M | 0.00% | −161,303−86.0% | Reduced |
| John W. Rosenthal Capital Management, Inc. | 26,275 | $2.47M | 1.94% | +12,625+92.5% | Added |
| State of New Jersey Common Pension Fund D | 27,330 | $2.57M | 0.01% | +5,803+27.0% | Added |
| California State Teachers Retirement System | 30,431 | $2.86M | 0.00% | −2,582−7.8% | Reduced |
| Norges Bank | 32,086 | $3.02M | 0.00% | +32,086 | New |
| Citadel Advisors LLC | 32,272 | $3.03M | 0.00% | −7,713−19.3% | Reduced |
| Ranger Investment Management, L.P. | 32,818 | $3.09M | 0.20% | +1,970+6.4% | Added |
| Alliancebernstein L.P. | 33,627 | $3.16M | 0.00% | +1,838+5.8% | Added |
| New York State Common Retirement Fund | 34,779 | $3.27M | 0.00% | +526+1.5% | Added |
| Hodges Capital Management Inc. | 36,043 | $3.39M | 0.27% | −48,399−57.3% | Reduced |
| Kennedy Capital Management, Inc. | 37,334 | $3.51M | 0.08% | −29,138−43.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 37,488 | $3.52M | 0.03% | +828+2.3% | Added |
| Employees Retirement System of Texas | 39,000 | $3.67M | 0.04% | 00.0% | Unchanged |
| Parametric Portfolio Associates LLC | 41,498 | $3.90M | 0.00% | −8,680−17.3% | Reduced |
| Macquarie Group Ltd | 42,987 | $4.04M | 0.00% | +5,169+13.7% | Added |
| Aubrey Capital Management Ltd | 43,800 | $4.12M | 2.35% | +43,800 | New |
| Public Employees Retirement System of Ohio | 43,813 | $4.12M | 0.01% | +6,000+15.9% | Added |
| Public Sector Pension Investment Board | 44,148 | $4.15M | 0.03% | −3,950−8.2% | Reduced |
| Jacobs Levy Equity Management, Inc | 44,894 | $4.22M | 0.03% | −31,408−41.2% | Reduced |
| Diamond Hill Capital Management Inc | 45,572 | $4.29M | 0.02% | −7,435−14.0% | Reduced |
| JPMorgan Chase & Co | 47,553 | $4.47M | 0.00% | +9,616+25.3% | Added |
| First Trust Advisors LP | 55,909 | $5.26M | 0.01% | −10,952−16.4% | Reduced |
| Swiss National Bank | 56,500 | $5.31M | 0.00% | +4,000+7.6% | Added |
| Rhumbline Advisers | 58,054 | $5.46M | 0.01% | +2,952+5.4% | Added |
| EJF Capital LLC | 63,328 | $5.95M | 0.64% | 00.0% | Unchanged |
| Barclays PLC | 63,629 | $5.98M | 0.00% | +6,641+11.7% | Added |
| Legal & General Group Plc | 66,172 | $6.22M | 0.00% | +9,857+17.5% | Added |
| Nuveen Asset Management, LLC | 69,163 | $6.47M | 0.00% | −21,803−24.0% | Reduced |
| Federated Hermes, Inc. | 70,466 | $6.63M | 0.01% | −26,219−27.1% | Reduced |
| Bank of America Corp | 72,201 | $6.79M | 0.00% | −4,491−5.9% | Reduced |
| Mendon Capital Advisors Corp | 75,000 | $7.05M | 2.34% | 00.0% | Unchanged |
| Invesco Ltd. | 79,501 | $7.47M | 0.00% | −49,072−38.2% | Reduced |
| Moody Aldrich Partners LLC | 80,491 | $7.57M | 1.06% | +8,551+11.9% | Added |
| Goldman Sachs Group Inc | 96,344 | $9.06M | 0.00% | +14,210+17.3% | Added |
| Russell Investments Group, Ltd. | 98,839 | $9.29M | 0.02% | −10,661−9.7% | Reduced |
| Phocas Financial Corp. | 113,209 | $10.6M | 1.34% | +18,977+20.1% | Added |
| Forest Hill Capital, LLC | 114,287 | $10.7M | 2.84% | −15,000−11.6% | Reduced |
| THRC Management, LLC | 130,439 | $12.3M | 1.94% | −22,557−14.7% | Reduced |
| Credit Suisse AG | 145,392 | $13.7M | 0.01% | +2,442+1.7% | Added |
| State of Wisconsin Investment Board | 163,900 | $15.4M | 0.03% | +30,700+23.0% | Added |
| Charles Schwab Investment Management Inc | 172,038 | $16.2M | 0.00% | +4,480+2.7% | Added |
| Principal Financial Group Inc | 182,635 | $17.2M | 0.01% | −10,837−5.6% | Reduced |
| Peregrine Capital Management LLC | 186,679 | $17.6M | 0.42% | +4,670+2.6% | Added |
| Bank of New York Mellon Corp | 230,851 | $21.7M | 0.00% | −16,254−6.6% | Reduced |
| NFC Investments, LLC | 234,308 | $22.0M | 4.93% | +3,160+1.4% | Added |
| Emerald Advisers, LLC | 251,972 | $23.7M | 0.90% | +57,386+29.5% | Added |
| Loomis Sayles & Co L P | 254,119 | $23.9M | 0.03% | −14,095−5.3% | Reduced |
| Northern Trust Corp | 254,906 | $24.0M | 0.00% | −9,744−3.7% | Reduced |
| Emerald Mutual Fund Advisers Trust | 288,017 | $27.1M | 1.20% | +985+0.3% | Added |
| Royce & Associates LP | 323,599 | $30.4M | 0.26% | +2,392+0.7% | Added |
| Banc Funds Co LLC | 331,418 | $31.2M | 2.45% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 349,659 | $32.9M | 0.11% | +300,930+617.6% | Added |
| Geode Capital Management, LLC | 427,558 | $40.2M | 0.01% | +17,021+4.1% | Added |
| American Century Companies Inc | 478,373 | $45.0M | 0.03% | +41,053+9.4% | Added |
| Thrivent Financial for Lutherans | 614,250 | $57.8M | 0.11% | −9,180−1.5% | Reduced |
| Morgan Stanley | 652,059 | $61.3M | 0.01% | +561,100+616.9% | Added |
| Driehaus Capital Management LLC | 684,700 | $64.4M | 0.79% | −11,865−1.7% | Reduced |
| Westwood Holdings Group Inc. | 721,487 | $67.8M | 0.63% | +63,941+9.7% | Added |
| Dimensional Fund Advisors LP | 851,311 | $80.0M | 0.02% | −22,617−2.6% | Reduced |
| Ameriprise Financial Inc | 1,250,349 | $117.4M | 0.03% | +136,755+12.3% | Added |
| Wellington Management Group LLP | 1,432,137 | $134.6M | 0.02% | +35,912+2.6% | Added |
| State Street Corp | 1,512,595 | $142.2M | 0.01% | +375,180+33.0% | Added |
| Luxor Capital Group, LP | 1,808,029 | $170.0M | 9.77% | −160,079−8.1% | Reduced |
| Vanguard Group Inc | 2,108,010 | $198.2M | 0.00% | +48,631+2.4% | Added |
| BlackRock Inc. | 3,545,226 | $333.3M | 0.01% | +28,883+0.8% | Added |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −121,418−100.0% | Sold out |
| EAM Global Investors LLC | 0 | $0 | 0.00% | −41,152−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −37,721−100.0% | Sold out |
| Barometer Capital Management Inc. | 0 | $0 | 0.00% | −31,560−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −21,991−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −14,650−100.0% | Sold out |
| First Manhattan Co | 0 | $0 | 0.00% | −12,750−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −11,365−100.0% | Sold out |
| PMC FIG Opportunities LLC | 0 | $0 | 0.00% | −9,500−100.0% | Sold out |
| Maltese Capital Management LLC | 0 | $0 | 0.00% | −7,246−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −6,500−100.0% | Sold out |
| Ellsworth Advisors, LLC | 0 | $0 | 0.00% | −5,280−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −4,914−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −4,512−100.0% | Sold out |
| Select Equity Group, L.P. | 0 | $0 | 0.00% | −4,421−100.0% | Sold out |
| LPL Financial LLC | 0 | $0 | 0.00% | −3,637−100.0% | Sold out |
| Csenge Advisory Group | 0 | $0 | 0.00% | −5,454−100.0% | Sold out |
| Brown Advisory Inc | 0 | $0 | 0.00% | −3,291−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −2,702−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −2,490−100.0% | Sold out |
| Profund Advisors LLC | 0 | $0 | 0.00% | −2,173−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −2,107−100.0% | Sold out |
| Crossmark Global Holdings, Inc. | 0 | $0 | 0.00% | −2,070−100.0% | Sold out |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −981−100.0% | Sold out |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −264−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −186−100.0% | Sold out |
| Eaton Vance Management | 0 | $0 | 0.00% | −166−100.0% | Sold out |