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 |
|---|---|---|---|---|---|
| Commonwealth Equity Services, LLC | 7,779 | $617.0K | 0.00% | +4,116+112.4% | Added |
| Handelsbanken Fonder AB | 7,600 | $603.0K | 0.00% | +1,400+22.6% | Added |
| Voya Investment Management LLC | 7,417 | $588.3K | 0.00% | −1,525−17.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 10,156 | $582.1K | 0.00% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 7,768 | $579.5K | 0.01% | −105−1.3% | Reduced |
| Amalgamated Bank | 6,695 | $531.0K | 0.00% | −1,575−19.0% | Reduced |
| State of Tennessee, Treasury Department | 6,183 | $490.4K | 0.00% | −1,504−19.6% | Reduced |
| Arizona State Retirement System | 6,081 | $482.3K | 0.00% | −101−1.6% | Reduced |
| Oregon Public Employees Retirement Fund | 5,749 | $456.0K | 0.01% | −567−9.0% | Reduced |
| Central Pacific Bank - Trust Division | 5,718 | $442.7K | 0.05% | +5,718 | New |
| Dark Forest Capital Management LP | 5,528 | $438.5K | 0.07% | +5,528 | New |
| New York State Teachers Retirement System | 5,521 | $438.0K | 0.00% | −200−3.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,343 | $423.8K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 5,255 | $416.0K | 0.00% | +5,255 | New |
| Everence Capital Management Inc | 5,040 | $400.0K | 0.03% | 00.0% | Unchanged |
| Americana Partners, LLC | 5,033 | $399.2K | 0.03% | +5,033 | New |
| The PNC Financial Services Group, Inc. | 4,807 | $381.3K | 0.00% | −46−0.9% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 4,655 | $369.2K | 0.00% | −19−0.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 4,506 | $357.0K | 0.00% | +4,506 | New |
| Susquehanna Portfolio Strategies, LLC | 4,479 | $355.3K | 0.01% | 00.0% | Unchanged |
| ProShare Advisors LLC | 4,468 | $354.4K | 0.00% | +306+7.4% | Added |
| Advisor Group Holdings, Inc. | 4,197 | $332.9K | 0.00% | −483−10.3% | Reduced |
| State Board of Administration of Florida Retirement System | 5,423 | $314.9K | 0.00% | −920−14.5% | Reduced |
| Public Employees Retirement Association of Colorado | 7,283 | $306.0K | 0.00% | +3,563+95.8% | Added |
| Red Door Wealth Management, LLC | 3,725 | $295.5K | 0.06% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 3,714 | $294.6K | 0.00% | −77−2.0% | Reduced |
| AQR Capital Management LLC | 3,513 | $278.7K | 0.00% | +263+8.1% | Added |
| Prelude Capital Management, LLC | 3,500 | $277.6K | 0.02% | +3,500 | New |
| NBC Securities, Inc. | 3,425 | $271.0K | 0.03% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 3,399 | $269.6K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 3,367 | $267.0K | 0.00% | −235−6.5% | Reduced |
| Amundi | 3,845 | $261.8K | 0.00% | +975+34.0% | Added |
| Federated Hermes, Inc. | 3,240 | $257.0K | 0.00% | +295+10.0% | Added |
| HSBC Holdings PLC | 3,167 | $251.0K | 0.00% | +3,167 | New |
| Howard Financial Services, Ltd. | 3,000 | $238.0K | 0.04% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 2,676 | $212.0K | 0.00% | −11,935−81.7% | Reduced |
| Welch Group, LLC | 2,644 | $209.7K | 0.01% | 00.0% | Unchanged |
| XTX Topco Ltd | 2,558 | $202.9K | 0.03% | +2,558 | New |
| Bank of Montreal | 2,507 | $199.3K | 0.00% | −123−4.7% | Reduced |
| US Bancorp | 2,489 | $197.4K | 0.00% | −612−19.7% | Reduced |
| Ameritas Investment Partners, Inc. | 2,209 | $175.2K | 0.01% | 00.0% | Unchanged |
| FMR LLC | 1,338 | $106.2K | 0.00% | +182+15.7% | Added |
| Metropolitan Life Insurance Co | 1,176 | $93.3K | 0.00% | −85−6.7% | Reduced |
| Emerald Mutual Fund Advisers Trust | 1,163 | $92.2K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 1,117 | $91.0K | 0.00% | −125−10.1% | Reduced |
| Tower Research Capital LLC (TRC) | 877 | $69.6K | 0.00% | −7,687−89.8% | Reduced |
| Central Trust Co | 545 | $43.2K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 545 | $43.0K | 0.00% | −225−29.2% | Reduced |
| First Horizon Advisors, Inc. | 525 | $41.6K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 519 | $41.0K | 0.00% | −75−12.6% | Reduced |
| nVerses Capital, LLC | 300 | $23.8K | 0.06% | +300 | New |
| Riverview Trust Co | 256 | $20.3K | 0.02% | +256 | New |
| Signaturefd, LLC | 236 | $18.7K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 210 | $16.7K | 0.00% | +10+5.0% | Added |
| Quent Capital, LLC | 200 | $15.9K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 175 | $13.9K | 0.00% | −45−20.5% | Reduced |
| ZRC Wealth Management, LLC | 170 | $13.5K | 0.01% | −85−33.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 160 | $12.7K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 145 | $11.5K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 71 | $5.63K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 59 | $4.68K | 0.00% | −41−41.0% | Reduced |
| Quarry LP | 52 | $4.13K | 0.00% | +52 | New |
| GWM Advisors LLC | 50 | $3.97K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 30 | $2.38K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 28 | $2.22K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 22 | $2.00K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 20 | $1.55K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 16 | $1.27K | 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 |
| JFS Wealth Advisors, LLC | 10 | $794 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 7 | $556 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5 | $396 | 0.00% | +5 | New |
| SJS Investment Consulting Inc. | 4 | $318 | 0.00% | −1−20.0% | Reduced |
| Quadrant Capital Group LLC | 3 | $238 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 1 | $80 | 0.00% | −1−50.0% | Reduced |
| Covestor Ltd | 1 | $0 | 0.00% | −1−50.0% | Reduced |
| Royce & Associates LP | 0 | $0 | 0.00% | −96,832−100.0% | Sold out |
| Forest Hill Capital, LLC | 0 | $0 | 0.00% | −48,570−100.0% | Sold out |
| Mendon Capital Advisors Corp | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Syntal Capital Partners, LLC | 0 | $0 | 0.00% | −20,527−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −8,097−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −7,654−100.0% | Sold out |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −7,322−100.0% | Sold out |
| Mesirow Financial Investment Management, Inc. | 0 | $0 | 0.00% | −4,640−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −4,225−100.0% | Sold out |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −526−100.0% | Sold out |
| Arlington Trust Co LLC | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Coppell Advisory Solutions LLC | – | – | – | – | Not filed |