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 |
|---|---|---|---|---|---|
| Gibbs Wealth Management | 8,259 | $675.2K | 0.27% | +8,259 | New |
| First Trust Advisors LP | 8,177 | $668.5K | 0.00% | −10,198−55.5% | Reduced |
| Gsa Capital Partners LLP | 8,037 | $657.0K | 0.05% | −7,051−46.7% | Reduced |
| Tower Research Capital LLC (TRC) | 7,982 | $652.5K | 0.01% | +7,105+810.1% | Added |
| Comerica Bank | 7,872 | $643.5K | 0.00% | −988−11.2% | Reduced |
| Commonwealth Equity Services, LLC | 7,779 | $636.0K | 0.00% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 7,527 | $615.3K | 0.01% | −241−3.1% | Reduced |
| Voya Investment Management LLC | 7,330 | $599.2K | 0.00% | −87−1.2% | Reduced |
| Norden Group LLC | 7,323 | $598.7K | 0.12% | +7,323 | New |
| Amalgamated Bank | 6,614 | $541.0K | 0.00% | −81−1.2% | Reduced |
| First Dallas Securities Inc. | 6,525 | $533.4K | 0.23% | −7,860−54.6% | Reduced |
| State Board of Administration of Florida Retirement System | 6,243 | $510.4K | 0.00% | +820+15.1% | Added |
| Arizona State Retirement System | 6,205 | $507.3K | 0.00% | +124+2.0% | Added |
| State of Tennessee, Treasury Department | 6,183 | $505.5K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,787 | $473.1K | 0.00% | +444+8.3% | Added |
| Central Pacific Bank - Trust Division | 5,718 | $467.4K | 0.06% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 5,521 | $451.0K | 0.00% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 5,469 | $447.1K | 0.01% | +5,469 | New |
| HighTower Advisors, LLC | 5,275 | $430.0K | 0.00% | +5,275 | New |
| Oregon Public Employees Retirement Fund | 5,249 | $429.1K | 0.01% | −500−8.7% | Reduced |
| Americana Partners, LLC | 5,033 | $411.4K | 0.03% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 5,012 | $409.7K | 0.12% | +5,012 | New |
| Handelsbanken Fonder AB | 4,700 | $384.0K | 0.00% | −2,900−38.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 4,652 | $380.3K | 0.00% | −3−0.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 4,545 | $372.0K | 0.00% | +39+0.9% | Added |
| Everence Capital Management Inc | 5,040 | $355.0K | 0.02% | 00.0% | Unchanged |
| Intech Investment Management LLC | 4,279 | $349.8K | 0.00% | +4,279 | New |
| Vident Advisory, LLC | 4,188 | $342.4K | 0.01% | −7,359−63.7% | Reduced |
| Advisor Group Holdings, Inc. | 4,081 | $333.6K | 0.00% | −116−2.8% | Reduced |
| Red Door Wealth Management, LLC | 3,725 | $304.5K | 0.05% | 00.0% | Unchanged |
| AQR Capital Management LLC | 3,612 | $295.3K | 0.00% | +99+2.8% | Added |
| Mutual of America Capital Management LLC | 3,549 | $290.1K | 0.00% | −165−4.4% | Reduced |
| Federated Hermes, Inc. | 3,504 | $286.5K | 0.00% | +264+8.1% | Added |
| Prelude Capital Management, LLC | 3,500 | $286.1K | 0.02% | 00.0% | Unchanged |
| ProShare Advisors LLC | 3,410 | $278.8K | 0.00% | −1,058−23.7% | Reduced |
| Nisa Investment Advisors, LLC | 3,399 | $277.9K | 0.00% | 00.0% | Unchanged |
| Amundi | 3,440 | $273.9K | 0.00% | −405−10.5% | Reduced |
| NBC Securities, Inc. | 3,300 | $269.0K | 0.02% | −125−3.6% | Reduced |
| Wallace Advisory Group, LLC | 3,014 | $246.4K | 0.18% | +3,014 | New |
| Howard Financial Services, Ltd. | 3,000 | $245.3K | 0.04% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 2,863 | $234.0K | 0.00% | −4,420−60.7% | Reduced |
| MML Investors Services, LLC | 2,836 | $232.0K | 0.00% | −531−15.8% | Reduced |
| Verition Fund Management LLC | 2,671 | $218.4K | 0.00% | +2,671 | New |
| Welch Group, LLC | 2,644 | $216.1K | 0.01% | 00.0% | Unchanged |
| Profund Advisors LLC | 2,552 | $208.6K | 0.01% | +2,552 | New |
| HSBC Holdings PLC | 2,513 | $202.3K | 0.00% | −654−20.7% | Reduced |
| The PNC Financial Services Group, Inc. | 2,444 | $199.8K | 0.00% | −2,363−49.2% | Reduced |
| Ameritas Investment Partners, Inc. | 2,209 | $180.6K | 0.01% | 00.0% | Unchanged |
| FMR LLC | 1,407 | $115.0K | 0.00% | +69+5.2% | Added |
| SG Americas Securities, LLC | 1,366 | $112.0K | 0.00% | −1,310−49.0% | Reduced |
| Creekmur Asset Management LLC | 1,000 | $81.8K | 0.02% | +1,000 | New |
| nVerses Capital, LLC | 900 | $73.6K | 0.04% | +600+200.0% | Added |
| KBC Group NV | 545 | $45.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 545 | $44.6K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 397 | $32.0K | 0.00% | −122−23.5% | Reduced |
| First Horizon Advisors, Inc. | 377 | $30.8K | 0.00% | −148−28.2% | Reduced |
| Farther Finance Advisors, LLC | 364 | $29.2K | 0.00% | +344+1,720.0% | Added |
| Financial Network Wealth Advisors LLC | 315 | $25.8K | 0.02% | +315 | New |
| Riverview Trust Co | 256 | $20.9K | 0.02% | 00.0% | Unchanged |
| Crewe Advisors LLC | 241 | $19.7K | 0.00% | +241 | New |
| Signaturefd, LLC | 236 | $19.3K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 222 | $18.1K | 0.00% | +222 | New |
| Principal Securities, Inc. | 210 | $17.2K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 211 | $16.7K | 0.00% | +152+257.6% | Added |
| Quent Capital, LLC | 200 | $16.4K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 176 | $14.4K | 0.00% | +1+0.6% | Added |
| Steward Partners Investment Advisory, LLC | 160 | $13.1K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 145 | $11.9K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 86 | $7.03K | 0.00% | +15+21.1% | Added |
| Wolff Wiese Magana LLC | 81 | $6.62K | 0.01% | +81 | New |
| Smartleaf Asset Management LLC | 55 | $4.30K | 0.00% | +55 | New |
| GWM Advisors LLC | 50 | $4.09K | 0.00% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 47 | $3.84K | 0.00% | +47 | New |
| Venturi Wealth Management, LLC | 45 | $3.68K | 0.00% | +45 | New |
| Allworth Financial LP | 36 | $2.92K | 0.00% | +20+125.0% | Added |
| CarsonAllaria Wealth Management, Ltd. | 30 | $2.45K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 28 | $2.29K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 22 | $2.00K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 24 | $1.96K | 0.00% | +24 | New |
| Farmers & Merchants Investments Inc | 16 | $1.31K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 15 | $1.23K | 0.00% | +15 | New |
| Jones Financial Companies LLLP | 14 | $1.15K | 0.00% | +14 | New |
| Massmutual Trust Co FSB | 12 | $981 | 0.00% | +12 | New |
| JFS Wealth Advisors, LLC | 10 | $818 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 7 | $573 | 0.00% | 00.0% | Unchanged |
| Innealta Capital, LLC | 5 | $409 | 0.00% | +5 | New |
| SJS Investment Consulting Inc. | 4 | $327 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 3 | $246 | 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 |
| Covestor Ltd | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −50,229−100.0% | Sold out |
| Public Employees Retirement System of Ohio | 0 | $0 | 0.00% | −44,747−100.0% | Sold out |
| Senvest Management, LLC | 0 | $0 | 0.00% | −37,000−100.0% | Sold out |
| PMC FIG Opportunities LLC | 0 | $0 | 0.00% | −27,677−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −18,866−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −13,693−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −11,960−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −10,156−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −5,528−100.0% | Sold out |