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 2024
Institutional positions in Triumph Financial, Inc. as of Mar 31, 2024. 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
- +6 vs. Q4 2023
- Shares held
- 20.0M
- +534.8K (+2.7%) vs. Q4 2023
- Total value
- $1.59B
- +$24.9M (+1.6%) vs. Q4 2023
- New holders
- 18
- 47 more added
- Sold out
- 12
- 77 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Triumph Financial, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 1 | $0 | 0.00% | −1−50.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 1 | $80 | 0.00% | −1−50.0% | Reduced |
| Quadrant Capital Group LLC | 3 | $238 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 4 | $318 | 0.00% | −1−20.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5 | $396 | 0.00% | +5 | New |
| Parkside Financial Bank & Trust | 7 | $556 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 10 | $794 | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 16 | $1.27K | 0.00% | −922−98.3% | Reduced |
| Farmers & Merchants Investments Inc | 16 | $1.27K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 16 | $1.27K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 20 | $1.55K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 22 | $2.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 28 | $2.22K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 30 | $2.38K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 50 | $3.97K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 52 | $4.13K | 0.00% | +52 | New |
| Ronald Blue Trust, Inc. | 59 | $4.68K | 0.00% | −41−41.0% | Reduced |
| Fifth Third Bancorp | 71 | $5.63K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 145 | $11.5K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 160 | $12.7K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 170 | $13.5K | 0.01% | −85−33.3% | Reduced |
| GAMMA Investing LLC | 175 | $13.9K | 0.00% | −45−20.5% | Reduced |
| Quent Capital, LLC | 200 | $15.9K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 210 | $16.7K | 0.00% | +10+5.0% | Added |
| Signaturefd, LLC | 236 | $18.7K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 256 | $20.3K | 0.02% | +256 | New |
| nVerses Capital, LLC | 300 | $23.8K | 0.06% | +300 | New |
| CWM, LLC | 519 | $41.0K | 0.00% | −75−12.6% | Reduced |
| First Horizon Advisors, Inc. | 525 | $41.6K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 545 | $43.0K | 0.00% | −225−29.2% | Reduced |
| Central Trust Co | 545 | $43.2K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 877 | $69.6K | 0.00% | −7,687−89.8% | Reduced |
| Shell Asset Management Co | 1,117 | $91.0K | 0.00% | −125−10.1% | Reduced |
| Emerald Mutual Fund Advisers Trust | 1,163 | $92.2K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,176 | $93.3K | 0.00% | −85−6.7% | Reduced |
| FMR LLC | 1,338 | $106.2K | 0.00% | +182+15.7% | Added |
| Ameritas Investment Partners, Inc. | 2,209 | $175.2K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 2,489 | $197.4K | 0.00% | −612−19.7% | Reduced |
| Bank of Montreal | 2,507 | $199.3K | 0.00% | −123−4.7% | Reduced |
| XTX Topco Ltd | 2,558 | $202.9K | 0.03% | +2,558 | New |
| Welch Group, LLC | 2,644 | $209.7K | 0.01% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 2,676 | $212.0K | 0.00% | −11,935−81.7% | Reduced |
| Howard Financial Services, Ltd. | 3,000 | $238.0K | 0.04% | 00.0% | Unchanged |
| HSBC Holdings PLC | 3,167 | $251.0K | 0.00% | +3,167 | New |
| Federated Hermes, Inc. | 3,240 | $257.0K | 0.00% | +295+10.0% | Added |
| Amundi | 3,845 | $261.8K | 0.00% | +975+34.0% | Added |
| MML Investors Services, LLC | 3,367 | $267.0K | 0.00% | −235−6.5% | Reduced |
| Nisa Investment Advisors, LLC | 3,399 | $269.6K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 3,425 | $271.0K | 0.03% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 3,500 | $277.6K | 0.02% | +3,500 | New |
| AQR Capital Management LLC | 3,513 | $278.7K | 0.00% | +263+8.1% | Added |
| Mutual of America Capital Management LLC | 3,714 | $294.6K | 0.00% | −77−2.0% | Reduced |
| Red Door Wealth Management, LLC | 3,725 | $295.5K | 0.06% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 7,283 | $306.0K | 0.00% | +3,563+95.8% | Added |
| State Board of Administration of Florida Retirement System | 5,423 | $314.9K | 0.00% | −920−14.5% | Reduced |
| Advisor Group Holdings, Inc. | 4,197 | $332.9K | 0.00% | −483−10.3% | Reduced |
| ProShare Advisors LLC | 4,468 | $354.4K | 0.00% | +306+7.4% | Added |
| Susquehanna Portfolio Strategies, LLC | 4,479 | $355.3K | 0.01% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 4,506 | $357.0K | 0.00% | +4,506 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 4,655 | $369.2K | 0.00% | −19−0.4% | Reduced |
| The PNC Financial Services Group, Inc. | 4,807 | $381.3K | 0.00% | −46−0.9% | Reduced |
| Americana Partners, LLC | 5,033 | $399.2K | 0.03% | +5,033 | New |
| Everence Capital Management Inc | 5,040 | $400.0K | 0.03% | 00.0% | Unchanged |
| HRT Financial LP | 5,255 | $416.0K | 0.00% | +5,255 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,343 | $423.8K | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 5,521 | $438.0K | 0.00% | −200−3.5% | Reduced |
| Dark Forest Capital Management LP | 5,528 | $438.5K | 0.07% | +5,528 | New |
| Central Pacific Bank - Trust Division | 5,718 | $442.7K | 0.05% | +5,718 | New |
| Oregon Public Employees Retirement Fund | 5,749 | $456.0K | 0.01% | −567−9.0% | Reduced |
| Arizona State Retirement System | 6,081 | $482.3K | 0.00% | −101−1.6% | Reduced |
| State of Tennessee, Treasury Department | 6,183 | $490.4K | 0.00% | −1,504−19.6% | Reduced |
| Amalgamated Bank | 6,695 | $531.0K | 0.00% | −1,575−19.0% | Reduced |
| Maryland State Retirement & Pension System | 7,768 | $579.5K | 0.01% | −105−1.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 10,156 | $582.1K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 7,417 | $588.3K | 0.00% | −1,525−17.1% | Reduced |
| Handelsbanken Fonder AB | 7,600 | $603.0K | 0.00% | +1,400+22.6% | Added |
| Commonwealth Equity Services, LLC | 7,779 | $617.0K | 0.00% | +4,116+112.4% | Added |
| Comerica Bank | 8,860 | $702.8K | 0.00% | −1,040−10.5% | Reduced |
| EJF Capital LLC | 9,050 | $717.8K | 0.50% | +765+9.2% | Added |
| Susquehanna International Group, LLP | 9,335 | $740.5K | 0.00% | −7,897−45.8% | Reduced |
| Victory Capital Management Inc | 9,409 | $746.3K | 0.00% | +1,153+14.0% | Added |
| Yousif Capital Management, LLC | 9,706 | $769.9K | 0.01% | −1,572−13.9% | Reduced |
| Stifel Financial Corp | 10,109 | $801.8K | 0.00% | −173−1.7% | Reduced |
| Janus Henderson Group PLC | 10,382 | $822.2K | 0.00% | −14,198−57.8% | Reduced |
| Louisiana State Employees Retirement System | 10,700 | $848.7K | 0.02% | −100−0.9% | Reduced |
| BNP Paribas Arbitrage, SA | 11,028 | $874.7K | 0.00% | +4,825+77.8% | Added |
| MetLife Investment Management | 11,203 | $888.6K | 0.01% | −560−4.8% | Reduced |
| Callan Family Office, LLC | 11,541 | $915.4K | 0.21% | +11,541 | New |
| Vident Advisory, LLC | 11,547 | $915.9K | 0.02% | +2,570+28.6% | Added |
| Deutsche Bank AG | 11,564 | $917.3K | 0.00% | +562+5.1% | Added |
| American International Group, Inc. | 11,960 | $948.7K | 0.00% | −110−0.9% | Reduced |
| Price T Rowe Associates Inc | 11,975 | $950.0K | 0.00% | +807+7.2% | Added |
| Manufacturers Life Insurance Company, The | 12,216 | $969.0K | 0.00% | +1,069+9.6% | Added |
| Illinois Municipal Retirement Fund | 12,392 | $983.0K | 0.02% | +422+3.5% | Added |
| Daiwa Securities Group Inc. | 12,458 | $988.0K | 0.01% | +12,458 | New |
| State of Alaska, Department of Revenue | 13,132 | $1.04M | 0.01% | −195−1.5% | Reduced |
| Millennium Management LLC | 13,693 | $1.09M | 0.00% | +5,112+59.6% | Added |
| First Dallas Securities Inc. | 14,385 | $1.14M | 0.52% | −3,565−19.9% | Reduced |
| Jane Street Group, LLC | 14,395 | $1.14M | 0.00% | +4,499+45.5% | Added |
| Gsa Capital Partners LLP | 15,088 | $1.20M | 0.10% | −1,209−7.4% | Reduced |