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 2024
Institutional positions in Triumph Financial, Inc. as of Jun 30, 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
- 191
- +16 vs. Q1 2024
- Shares held
- 22.3M
- +2.29M (+11.5%) vs. Q1 2024
- Total value
- $1.82B
- +$236.7M (+14.9%) vs. Q1 2024
- New holders
- 35
- 60 more added
- Sold out
- 19
- 58 more reduced
2 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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 2024
Shares, value and share of portfolio for each institution holding Triumph Financial, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 1 | $0 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 2 | $164 | 0.00% | +1+100.0% | Added |
| Larson Financial Group LLC | 2 | $164 | 0.00% | +2 | New |
| Quadrant Capital Group LLC | 3 | $246 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 4 | $327 | 0.00% | 00.0% | Unchanged |
| Innealta Capital, LLC | 5 | $409 | 0.00% | +5 | New |
| Parkside Financial Bank & Trust | 7 | $573 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 10 | $818 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 12 | $981 | 0.00% | +12 | New |
| Jones Financial Companies LLLP | 14 | $1.15K | 0.00% | +14 | New |
| Rothschild Investment LLC | 15 | $1.23K | 0.00% | +15 | New |
| Farmers & Merchants Investments Inc | 16 | $1.31K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 24 | $1.96K | 0.00% | +24 | New |
| Bessemer Group Inc | 22 | $2.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 28 | $2.29K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 30 | $2.45K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 36 | $2.92K | 0.00% | +20+125.0% | Added |
| Venturi Wealth Management, LLC | 45 | $3.68K | 0.00% | +45 | New |
| Triad Wealth Partners, LLC | 47 | $3.84K | 0.00% | +47 | New |
| GWM Advisors LLC | 50 | $4.09K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 55 | $4.30K | 0.00% | +55 | New |
| Wolff Wiese Magana LLC | 81 | $6.62K | 0.01% | +81 | New |
| Fifth Third Bancorp | 86 | $7.03K | 0.00% | +15+21.1% | Added |
| Northwestern Mutual Wealth Management Co | 145 | $11.9K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 160 | $13.1K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 176 | $14.4K | 0.00% | +1+0.6% | Added |
| Quent Capital, LLC | 200 | $16.4K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 211 | $16.7K | 0.00% | +152+257.6% | Added |
| Principal Securities, Inc. | 210 | $17.2K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 222 | $18.1K | 0.00% | +222 | New |
| Signaturefd, LLC | 236 | $19.3K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 241 | $19.7K | 0.00% | +241 | New |
| Riverview Trust Co | 256 | $20.9K | 0.02% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 315 | $25.8K | 0.02% | +315 | New |
| Farther Finance Advisors, LLC | 364 | $29.2K | 0.00% | +344+1,720.0% | Added |
| First Horizon Advisors, Inc. | 377 | $30.8K | 0.00% | −148−28.2% | Reduced |
| CWM, LLC | 397 | $32.0K | 0.00% | −122−23.5% | Reduced |
| Central Trust Co | 545 | $44.6K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 545 | $45.0K | 0.00% | 00.0% | Unchanged |
| nVerses Capital, LLC | 900 | $73.6K | 0.04% | +600+200.0% | Added |
| Creekmur Asset Management LLC | 1,000 | $81.8K | 0.02% | +1,000 | New |
| SG Americas Securities, LLC | 1,366 | $112.0K | 0.00% | −1,310−49.0% | Reduced |
| FMR LLC | 1,407 | $115.0K | 0.00% | +69+5.2% | Added |
| Ameritas Investment Partners, Inc. | 2,209 | $180.6K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,444 | $199.8K | 0.00% | −2,363−49.2% | Reduced |
| HSBC Holdings PLC | 2,513 | $202.3K | 0.00% | −654−20.7% | Reduced |
| Profund Advisors LLC | 2,552 | $208.6K | 0.01% | +2,552 | New |
| Welch Group, LLC | 2,644 | $216.1K | 0.01% | 00.0% | Unchanged |
| Verition Fund Management LLC | 2,671 | $218.4K | 0.00% | +2,671 | New |
| MML Investors Services, LLC | 2,836 | $232.0K | 0.00% | −531−15.8% | Reduced |
| Public Employees Retirement Association of Colorado | 2,863 | $234.0K | 0.00% | −4,420−60.7% | Reduced |
| Howard Financial Services, Ltd. | 3,000 | $245.3K | 0.04% | 00.0% | Unchanged |
| Wallace Advisory Group, LLC | 3,014 | $246.4K | 0.18% | +3,014 | New |
| NBC Securities, Inc. | 3,300 | $269.0K | 0.02% | −125−3.6% | Reduced |
| Amundi | 3,440 | $273.9K | 0.00% | −405−10.5% | Reduced |
| Nisa Investment Advisors, LLC | 3,399 | $277.9K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 3,410 | $278.8K | 0.00% | −1,058−23.7% | Reduced |
| Prelude Capital Management, LLC | 3,500 | $286.1K | 0.02% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 3,504 | $286.5K | 0.00% | +264+8.1% | Added |
| Mutual of America Capital Management LLC | 3,549 | $290.1K | 0.00% | −165−4.4% | Reduced |
| AQR Capital Management LLC | 3,612 | $295.3K | 0.00% | +99+2.8% | Added |
| Red Door Wealth Management, LLC | 3,725 | $304.5K | 0.05% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 4,081 | $333.6K | 0.00% | −116−2.8% | Reduced |
| Vident Advisory, LLC | 4,188 | $342.4K | 0.01% | −7,359−63.7% | Reduced |
| Intech Investment Management LLC | 4,279 | $349.8K | 0.00% | +4,279 | New |
| Everence Capital Management Inc | 5,040 | $355.0K | 0.02% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 4,545 | $372.0K | 0.00% | +39+0.9% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 4,652 | $380.3K | 0.00% | −3−0.1% | Reduced |
| Handelsbanken Fonder AB | 4,700 | $384.0K | 0.00% | −2,900−38.2% | Reduced |
| Alliance Wealth Advisors, LLC | 5,012 | $409.7K | 0.12% | +5,012 | New |
| Americana Partners, LLC | 5,033 | $411.4K | 0.03% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 5,249 | $429.1K | 0.01% | −500−8.7% | Reduced |
| HighTower Advisors, LLC | 5,275 | $430.0K | 0.00% | +5,275 | New |
| Sequoia Financial Advisors, LLC | 5,469 | $447.1K | 0.01% | +5,469 | New |
| New York State Teachers Retirement System | 5,521 | $451.0K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 5,718 | $467.4K | 0.06% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,787 | $473.1K | 0.00% | +444+8.3% | Added |
| State of Tennessee, Treasury Department | 6,183 | $505.5K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 6,205 | $507.3K | 0.00% | +124+2.0% | Added |
| State Board of Administration of Florida Retirement System | 6,243 | $510.4K | 0.00% | +820+15.1% | Added |
| First Dallas Securities Inc. | 6,525 | $533.4K | 0.23% | −7,860−54.6% | Reduced |
| Amalgamated Bank | 6,614 | $541.0K | 0.00% | −81−1.2% | Reduced |
| Norden Group LLC | 7,323 | $598.7K | 0.12% | +7,323 | New |
| Voya Investment Management LLC | 7,330 | $599.2K | 0.00% | −87−1.2% | Reduced |
| Maryland State Retirement & Pension System | 7,527 | $615.3K | 0.01% | −241−3.1% | Reduced |
| Commonwealth Equity Services, LLC | 7,779 | $636.0K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 7,872 | $643.5K | 0.00% | −988−11.2% | Reduced |
| Tower Research Capital LLC (TRC) | 7,982 | $652.5K | 0.01% | +7,105+810.1% | Added |
| Gsa Capital Partners LLP | 8,037 | $657.0K | 0.05% | −7,051−46.7% | Reduced |
| First Trust Advisors LP | 8,177 | $668.5K | 0.00% | −10,198−55.5% | Reduced |
| Gibbs Wealth Management | 8,259 | $675.2K | 0.27% | +8,259 | New |
| BNP Paribas Arbitrage, SA | 8,479 | $693.2K | 0.00% | −2,549−23.1% | Reduced |
| Yousif Capital Management, LLC | 8,656 | $707.6K | 0.01% | −1,050−10.8% | Reduced |
| First Hawaiian Bank | 8,802 | $719.6K | 0.02% | +8,802 | New |
| Kings Path Partners LLC | 8,909 | $728.3K | 0.34% | +8,909 | New |
| EJF Capital LLC | 9,050 | $739.8K | 0.55% | 00.0% | Unchanged |
| US Bancorp | 9,116 | $745.2K | 0.00% | +6,627+266.3% | Added |
| Victory Capital Management Inc | 9,802 | $801.3K | 0.00% | +393+4.2% | Added |
| Janus Henderson Group PLC | 10,269 | $838.6K | 0.00% | −113−1.1% | Reduced |
| Louisiana State Employees Retirement System | 10,900 | $891.1K | 0.02% | +200+1.9% | Added |