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 2023
Institutional positions in Triumph Financial, Inc. as of Jun 30, 2023. 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
- 157
- −5 vs. Q1 2023
- Shares held
- 18.9M
- +3.42K (0.0%) vs. Q1 2023
- Total value
- $1.15B
- +$50.9M (+4.6%) vs. Q1 2023
- New holders
- 11
- 47 more added
- Sold out
- 16
- 68 more reduced
Compare with Q1 2023: 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 2023
Shares, value and share of portfolio for each institution holding Triumph Financial, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| State of Tennessee, Treasury Department | 7,687 | $466.8K | 0.00% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 7,431 | $451.2K | 0.01% | −2,617−26.0% | Reduced |
| SG Americas Securities, LLC | 7,387 | $449.0K | 0.00% | −10,345−58.3% | Reduced |
| Beacon Pointe Advisors, LLC | 7,322 | $444.6K | 0.01% | −3,198−30.4% | Reduced |
| Oregon Public Employees Retirement Fund | 6,816 | $413.9K | 0.00% | −400−5.5% | Reduced |
| State Board of Administration of Florida Retirement System | 6,313 | $383.3K | 0.00% | +890+16.4% | Added |
| EJF Capital LLC | 6,250 | $379.5K | 0.17% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 6,221 | $378.0K | 0.00% | −400−6.0% | Reduced |
| Arizona State Retirement System | 6,222 | $377.8K | 0.00% | −516−7.7% | Reduced |
| Handelsbanken Fonder AB | 5,600 | $340.0K | 0.00% | +5,600 | New |
| The PNC Financial Services Group, Inc. | 5,361 | $325.5K | 0.00% | −610−10.2% | Reduced |
| Murchinson Ltd. | 5,000 | $303.6K | 0.04% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 4,685 | $284.0K | 0.03% | −6,853−59.4% | Reduced |
| Mesirow Financial Investment Management, Inc. | 4,640 | $281.7K | 1.19% | −260−5.3% | Reduced |
| Price T Rowe Associates Inc | 4,623 | $281.0K | 0.00% | +265+6.1% | Added |
| Nisa Investment Advisors, LLC | 4,409 | $267.7K | 0.00% | +149+3.5% | Added |
| Everence Capital Management Inc | 5,040 | $262.0K | 0.02% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 4,291 | $260.6K | 0.00% | −365−7.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,232 | $257.0K | 0.00% | 00.0% | Unchanged |
| Capital Impact Advisors, LLC | 4,053 | $246.1K | 0.27% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 4,058 | $246.0K | 0.00% | +31+0.8% | Added |
| Public Employees Retirement Association of Colorado | 3,974 | $241.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 3,893 | $236.0K | 0.00% | +302+8.4% | Added |
| Victory Capital Management Inc | 3,850 | $233.8K | 0.00% | −2,167−36.0% | Reduced |
| Red Door Wealth Management, LLC | 3,773 | $229.1K | 0.05% | +3,773 | New |
| MML Investors Services, LLC | 3,519 | $214.0K | 0.00% | +3,519 | New |
| ProShare Advisors LLC | 3,466 | $210.5K | 0.00% | +3,466 | New |
| Federated Hermes, Inc. | 3,444 | $209.1K | 0.00% | −78,921−95.8% | Reduced |
| US Bancorp | 3,236 | $196.5K | 0.00% | −539−14.3% | Reduced |
| Amundi | 2,875 | $176.0K | 0.00% | −203−6.6% | Reduced |
| Advisor Group Holdings, Inc. | 2,524 | $153.2K | 0.00% | +1,404+125.4% | Added |
| Ameritas Investment Partners, Inc. | 1,845 | $112.0K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 1,780 | $108.0K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 1,642 | $100.0K | 0.00% | −9−0.5% | Reduced |
| Metropolitan Life Insurance Co | 1,261 | $76.6K | 0.00% | +64+5.3% | Added |
| Emerald Mutual Fund Advisers Trust | 1,163 | $70.6K | 0.00% | −9,838−89.4% | Reduced |
| Quantbot Technologies LP | 1,159 | $70.4K | 0.00% | +1,159 | New |
| Allspring Global Investments Holdings, LLC | 790 | $48.0K | 0.00% | −647−45.0% | Reduced |
| Central Trust Co | 545 | $33.1K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 525 | $31.9K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 460 | $27.9K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 256 | $15.5K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 236 | $14.3K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 200 | $12.1K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 145 | $8.80K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 71 | $4.31K | 0.00% | +5+7.6% | Added |
| Parkside Financial Bank & Trust | 51 | $3.10K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 50 | $3.04K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 28 | $1.70K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 22 | $1.00K | 0.00% | +22 | New |
| Farmers & Merchants Investments Inc | 16 | $972 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 8 | $486 | 0.00% | −39−83.0% | Reduced |
| JFS Wealth Advisors, LLC | 8 | $486 | 0.00% | +2+33.3% | Added |
| Coppell Advisory Solutions LLC | 7 | $432 | 0.00% | +7 | New |
| SJS Investment Consulting Inc. | 3 | $183 | 0.00% | −2−40.0% | Reduced |
| Disciplined Investments, LLC | 3 | $182 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 2 | $0 | 0.00% | −1−33.3% | Reduced |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −110,044−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −49,800−100.0% | Sold out |
| Metavasi Capital LP | 0 | $0 | 0.00% | −42,500−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −36,786−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −31,880−100.0% | Sold out |
| Investment House LLC | 0 | $0 | 0.00% | −16,000−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −15,534−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −4,700−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −2,732−100.0% | Sold out |
| Belvedere Trading LLC | 0 | $0 | 0.00% | −1,150−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −192−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −152−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −130−100.0% | Sold out |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Schubert & Co | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −114−100.0% | Sold out |