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, Q2 2022
Institutional positions in Triumph Financial, Inc. as of Jun 30, 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
- 177
- +12 vs. Q1 2022
- Shares held
- 21.1M
- −920.9K (−4.2%) vs. Q1 2022
- Total value
- $1.32B
- −$750.1M (−36.2%) vs. Q1 2022
- New holders
- 32
- 58 more added
- Sold out
- 20
- 65 more reduced
7 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Triumph Financial, Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 6 | $0 | 0.00% | −2−25.0% | Reduced |
| Disciplined Investments, LLC | 3 | $0 | 0.00% | +1+50.0% | Added |
| Schubert & Co | 7 | $0 | 0.00% | +5+250.0% | Added |
| Bell Investment Advisors, Inc | 7 | $0 | 0.00% | +7 | New |
| Sutton Wealth Advisors Inc. | 7 | $438 | 0.00% | −276−97.5% | Reduced |
| Fifth Third Bancorp | 20 | $1.00K | 0.00% | −19−48.7% | Reduced |
| Quadrant Capital Group LLC | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 11 | $1.00K | 0.00% | +3+37.5% | Added |
| Global Retirement Partners, LLC | 8 | $1.00K | 0.00% | +8 | New |
| Massmutual Trust Co FSB | 36 | $2.00K | 0.00% | +36 | New |
| JCSD Capital, LLC | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 51 | $3.00K | 0.00% | +6+13.3% | Added |
| Parkside Financial Bank & Trust | 45 | $3.00K | 0.00% | +39+650.0% | Added |
| Rockefeller Capital Management L.P. | 58 | $3.00K | 0.00% | +58 | New |
| Geneos Wealth Management Inc. | 98 | $6.00K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 100 | $6.00K | 0.00% | +100 | New |
| GHP Investment Advisors, Inc. | 93 | $6.00K | 0.00% | +93 | New |
| Meeder Asset Management Inc | 149 | $9.00K | 0.00% | +146+4,866.7% | Added |
| Northwestern Mutual Wealth Management Co | 145 | $9.00K | 0.00% | +145 | New |
| Dark Forest Capital Management LP | 142 | $9.00K | 0.00% | +142 | New |
| Quent Capital, LLC | 200 | $13.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 236 | $15.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 271 | $17.0K | 0.00% | −11−3.9% | Reduced |
| FMR LLC | 511 | $32.0K | 0.00% | −124−19.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 510 | $32.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 545 | $34.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 643 | $40.0K | 0.00% | +464+259.2% | Added |
| Captrust Financial Advisors | 985 | $62.0K | 0.00% | +66+7.2% | Added |
| Allspring Global Investments Holdings, LLC | 1,200 | $75.0K | 0.00% | −7,095−85.5% | Reduced |
| Metropolitan Life Insurance Co | 1,432 | $89.6K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,845 | $115.0K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 2,033 | $127.0K | 0.00% | +2,033 | New |
| Nisa Investment Advisors, LLC | 2,050 | $128.0K | 0.00% | −900−30.5% | Reduced |
| Shell Asset Management Co | 2,516 | $157.0K | 0.00% | +4+0.2% | Added |
| Point72 Hong Kong Ltd | 2,547 | $159.0K | 0.01% | +2,547 | New |
| PEAK6 Investments LLC | 3,187 | $199.0K | 0.00% | +3,187 | New |
| Atom Investors LP | 3,205 | $201.0K | 0.09% | +3,205 | New |
| Steward Financial Group LLC | 3,379 | $211.0K | 0.18% | +3,379 | New |
| ProShare Advisors LLC | 3,375 | $212.0K | 0.00% | −1,913−36.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,419 | $214.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 3,478 | $218.0K | 0.00% | −9−0.3% | Reduced |
| United Capital Financial Advisers, LLC | 3,646 | $228.0K | 0.00% | −77−2.1% | Reduced |
| Teacher Retirement System of Texas | 3,692 | $231.0K | 0.00% | −1,216−24.8% | Reduced |
| Virtu Financial LLC | 3,699 | $231.0K | 0.02% | +3,699 | New |
| Susquehanna International Group, LLP | 3,904 | $244.0K | 0.00% | −2,997−43.4% | Reduced |
| Mutual of America Capital Management LLC | 3,972 | $248.0K | 0.00% | +565+16.6% | Added |
| Public Employees Retirement Association of Colorado | 3,974 | $249.0K | 0.00% | 00.0% | Unchanged |
| Capital Impact Advisors, LLC | 4,053 | $254.0K | 0.23% | −867−17.6% | Reduced |
| Cresset Asset Management, LLC | 4,064 | $254.0K | 0.00% | +4,064 | New |
| Stifel Financial Corp | 4,139 | $259.0K | 0.00% | 00.0% | Unchanged |
| AlphaCrest Capital Management LLC | 4,199 | $263.0K | 0.01% | +2,000+91.0% | Added |
| The PNC Financial Services Group, Inc. | 4,322 | $271.0K | 0.00% | +3,270+310.8% | Added |
| Mesirow Financial Investment Management, Inc. | 4,900 | $307.0K | 1.49% | −15−0.3% | Reduced |
| AQR Capital Management LLC | 4,985 | $312.0K | 0.00% | −2,235−31.0% | Reduced |
| Handelsbanken Fonder AB | 5,000 | $313.0K | 0.00% | 00.0% | Unchanged |
| Everence Capital Management Inc | 5,040 | $315.0K | 0.03% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 5,203 | $325.0K | 0.01% | −279−5.1% | Reduced |
| State Board of Administration of Florida Retirement System | 5,193 | $325.0K | 0.00% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 5,230 | $328.0K | 0.00% | +1,529+41.3% | Added |
| Envestnet Asset Management Inc | 5,597 | $350.0K | 0.00% | −61−1.1% | Reduced |
| Quantbot Technologies LP | 6,164 | $385.0K | 0.04% | +5,448+760.9% | Added |
| HSBC Holdings PLC | 6,258 | $396.0K | 0.00% | −705−10.1% | Reduced |
| Arizona State Retirement System | 6,481 | $405.0K | 0.00% | +29+0.4% | Added |
| Ergoteles LLC | 6,841 | $428.0K | 0.01% | +6,841 | New |
| Ensign Peak Advisors, Inc | 7,250 | $454.0K | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 7,565 | $473.0K | 0.00% | −876−10.4% | Reduced |
| New York State Teachers Retirement System | 7,621 | $477.0K | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 7,798 | $488.0K | 0.01% | −1,100−12.4% | Reduced |
| SG Americas Securities, LLC | 8,000 | $500.0K | 0.01% | +2,765+52.8% | Added |
| UBS Group AG | 8,042 | $503.0K | 0.00% | +3,608+81.4% | Added |
| Wells Fargo & Company | 8,659 | $542.0K | 0.00% | −8,433−49.3% | Reduced |
| Marshall Wace, LLP | 8,964 | $562.0K | 0.00% | +8,964 | New |
| Janus Henderson Group PLC | 9,140 | $572.0K | 0.00% | +1,220+15.4% | Added |
| Voya Investment Management LLC | 9,241 | $578.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 9,487 | $593.5K | 0.00% | +1,217+14.7% | Added |
| Maryland State Retirement & Pension System | 9,583 | $600.0K | 0.02% | +100+1.1% | Added |
| Glenmede Trust Co NA | 9,714 | $607.0K | 0.00% | −30.0% | Reduced |
| Manufacturers Life Insurance Company, The | 9,828 | $614.8K | 0.00% | +125+1.3% | Added |
| Amalgamated Bank | 10,966 | $686.0K | 0.01% | −557−4.8% | Reduced |
| Jane Street Group, LLC | 11,157 | $698.0K | 0.00% | +8,825+378.4% | Added |
| Citigroup Inc | 11,319 | $708.0K | 0.00% | −9,858−46.6% | Reduced |
| Boston Partners | 11,412 | $714.0K | 0.00% | −5,713−33.4% | Reduced |
| Engineers Gate Manager LP | 12,103 | $757.0K | 0.03% | +8,444+230.8% | Added |
| Louisiana State Employees Retirement System | 11,400 | $758.0K | 0.02% | −100−0.9% | Reduced |
| MetLife Investment Management | 12,749 | $797.6K | 0.01% | 00.0% | Unchanged |
| American International Group, Inc. | 12,983 | $812.0K | 0.01% | −640−4.7% | Reduced |
| Squarepoint Ops LLC | 13,348 | $835.0K | 0.01% | +10,905+446.4% | Added |
| Two Sigma Advisers, LP | 13,700 | $857.0K | 0.00% | +13,700 | New |
| Trexquant Investment LP | 13,779 | $862.0K | 0.04% | +13,779 | New |
| Walthausen & Co., LLC | 14,332 | $897.0K | 0.40% | −2,110−12.8% | Reduced |
| Rafferty Asset Management, LLC | 14,634 | $916.0K | 0.01% | −10,448−41.7% | Reduced |
| Barclays PLC | 16,598 | $1.04M | 0.00% | −47,031−73.9% | Reduced |
| Texas Permanent School Fund | 17,093 | $1.07M | 0.02% | +327+2.0% | Added |
| State of Alaska, Department of Revenue | 17,882 | $1.12M | 0.01% | +1,385+8.4% | Added |
| US Bancorp | 18,155 | $1.14M | 0.00% | −1,526−7.8% | Reduced |
| State of Tennessee, Treasury Department | 19,190 | $1.20M | 0.01% | +290+1.5% | Added |
| SEI Investments Co | 19,380 | $1.21M | 0.00% | −261−1.3% | Reduced |
| Syntal Capital Partners, LLC | 19,461 | $1.22M | 0.54% | +19,461 | New |
| Yousif Capital Management, LLC | 20,600 | $1.29M | 0.02% | −2,260−9.9% | Reduced |
| Raymond James & Associates | 21,080 | $1.32M | 0.00% | +2,312+12.3% | Added |