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, Q3 2024
Institutional positions in Triumph Financial, Inc. as of Sep 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
- 210
- +21 vs. Q2 2024
- Shares held
- 21.7M
- +2.69M (+14.1%) vs. Q2 2024
- Total value
- $1.73B
- +$171.9M (+11.1%) vs. Q2 2024
- New holders
- 29
- 70 more added
- Sold out
- 8
- 66 more reduced
2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Triumph Financial, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 6 | $0 | 0.00% | +6 | New |
| Coppell Advisory Solutions LLC | 8 | $0 | 0.00% | +8 | New |
| Claris Advisors, LLC | 1 | $80 | 0.00% | +1 | New |
| Mendota Financial Group, LLC | 1 | $80 | 0.00% | +1 | New |
| Larson Financial Group LLC | 2 | $159 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 2 | $160 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 3 | $239 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 4 | $319 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 7 | $557 | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 8 | $636 | 0.00% | +8 | New |
| JFS Wealth Advisors, LLC | 10 | $796 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 12 | $954 | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 13 | $1.03K | 0.00% | +13 | New |
| Farmers & Merchants Investments Inc | 16 | $1.27K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 16 | $1.27K | 0.00% | +16 | New |
| Rothschild Investment LLC | 25 | $1.99K | 0.00% | +10+66.7% | Added |
| Truvestments Capital LLC | 25 | $1.99K | 0.00% | +25 | New |
| Sterling Capital Management LLC | 27 | $2.15K | 0.00% | +27 | New |
| Moisand Fitzgerald Tamayo, LLC | 28 | $2.23K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 30 | $2.39K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 36 | $2.86K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 37 | $3.00K | 0.00% | +15+68.2% | Added |
| Venturi Wealth Management, LLC | 45 | $3.58K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 50 | $3.98K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 50 | $3.98K | 0.00% | +50 | New |
| Harbor Capital Advisors, Inc. | 46 | $4.00K | 0.00% | +46 | New |
| Umb Bank N A | 56 | $4.45K | 0.00% | +32+133.3% | Added |
| Wolff Wiese Magana LLC | 81 | $6.44K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 86 | $6.74K | 0.00% | +72+514.3% | Added |
| Bryn Mawr Trust Co | 95 | $7.56K | 0.00% | +95 | New |
| Fifth Third Bancorp | 98 | $7.79K | 0.00% | +12+14.0% | Added |
| Smartleaf Asset Management LLC | 137 | $10.7K | 0.00% | +82+149.1% | Added |
| 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 |
| Quent Capital, LLC | 200 | $15.9K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 211 | $16.8K | 0.00% | +1+0.5% | Added |
| Signaturefd, LLC | 236 | $18.8K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 256 | $20.4K | 0.02% | 00.0% | Unchanged |
| Central Trust Co | 272 | $21.6K | 0.00% | −273−50.1% | Reduced |
| GAMMA Investing LLC | 308 | $24.5K | 0.00% | +132+75.0% | Added |
| Financial Network Wealth Advisors LLC | 315 | $25.1K | 0.02% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 368 | $29.3K | 0.00% | +4+1.1% | Added |
| First Horizon Advisors, Inc. | 377 | $30.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 412 | $33.0K | 0.00% | +15+3.8% | Added |
| Ronald Blue Trust, Inc. | 470 | $38.4K | 0.00% | +259+122.7% | Added |
| Aquatic Capital Management LLC | 500 | $39.8K | 0.00% | +500 | New |
| Acadian Asset Management LLC | 584 | $46.0K | 0.00% | +584 | New |
| Quantbot Technologies LP | 620 | $49.3K | 0.00% | +620 | New |
| KBC Group NV | 798 | $63.0K | 0.00% | +253+46.4% | Added |
| Catalyst Funds Management Pty Ltd | 800 | $63.6K | 0.01% | +800 | New |
| Creekmur Asset Management LLC | 1,000 | $79.5K | 0.02% | 00.0% | Unchanged |
| Shell Asset Management Co | 1,055 | $84.0K | 0.00% | +1,055 | New |
| FMR LLC | 1,476 | $117.4K | 0.00% | +69+4.9% | Added |
| Ameritas Investment Partners, Inc. | 2,209 | $175.7K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,543 | $202.3K | 0.00% | +99+4.1% | Added |
| LPL Financial LLC | 2,637 | $209.7K | 0.00% | +2,637 | New |
| Welch Group, LLC | 2,644 | $210.3K | 0.01% | 00.0% | Unchanged |
| HSBC Holdings PLC | 2,653 | $211.7K | 0.00% | +140+5.6% | Added |
| Profund Advisors LLC | 2,719 | $216.3K | 0.01% | +167+6.5% | Added |
| Pictet Asset Management Holding SA | 2,734 | $217.5K | 0.00% | +2,734 | New |
| Advisor Group Holdings, Inc. | 2,755 | $219.1K | 0.00% | −1,326−32.5% | Reduced |
| Janney Montgomery Scott LLC | 2,797 | $222.0K | 0.00% | +2,797 | New |
| MML Investors Services, LLC | 2,811 | $224.0K | 0.00% | −25−0.9% | Reduced |
| LMR Partners LLP | 2,826 | $224.8K | 0.00% | +2,826 | New |
| Public Employees Retirement Association of Colorado | 2,863 | $228.0K | 0.00% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 2,890 | $229.9K | 0.00% | +2,890 | New |
| Howard Financial Services, Ltd. | 3,000 | $238.6K | 0.03% | 00.0% | Unchanged |
| NBC Securities, Inc. | 3,050 | $242.0K | 0.02% | −250−7.6% | Reduced |
| Wallace Advisory Group, LLC | 3,014 | $246.4K | 0.18% | 00.0% | Unchanged |
| Mariner, LLC | 3,120 | $248.0K | 0.00% | +3,120 | New |
| Mutual of America Capital Management LLC | 3,297 | $262.2K | 0.00% | −252−7.1% | Reduced |
| Nisa Investment Advisors, LLC | 3,399 | $270.4K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 3,431 | $272.9K | 0.00% | −73−2.1% | Reduced |
| Prelude Capital Management, LLC | 3,510 | $279.2K | 0.02% | +10+0.3% | Added |
| Amundi | 3,865 | $294.7K | 0.00% | +425+12.4% | Added |
| Red Door Wealth Management, LLC | 3,725 | $296.3K | 0.05% | 00.0% | Unchanged |
| AQR Capital Management LLC | 3,784 | $301.0K | 0.00% | +172+4.8% | Added |
| Verition Fund Management LLC | 3,853 | $306.5K | 0.00% | +1,182+44.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 4,545 | $362.0K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 4,608 | $366.5K | 0.00% | +1,198+35.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 4,685 | $372.6K | 0.00% | +33+0.7% | Added |
| Handelsbanken Fonder AB | 4,700 | $374.0K | 0.00% | 00.0% | Unchanged |
| Bares Capital Management, Inc. | 4,759 | $378.5K | 0.03% | −251,476−98.1% | Reduced |
| Alliance Wealth Advisors, LLC | 4,828 | $384.0K | 0.10% | −184−3.7% | Reduced |
| Americana Partners, LLC | 5,033 | $400.3K | 0.03% | 00.0% | Unchanged |
| Everence Capital Management Inc | 5,040 | $401.0K | 0.03% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 5,058 | $402.0K | 0.00% | −2,721−35.0% | Reduced |
| Oregon Public Employees Retirement Fund | 5,149 | $409.6K | 0.01% | −100−1.9% | Reduced |
| Precision Wealth Strategies, LLC | 5,213 | $414.6K | 0.38% | +5,213 | New |
| New York State Teachers Retirement System | 5,421 | $431.0K | 0.00% | −100−1.8% | Reduced |
| Vident Advisory, LLC | 5,598 | $445.3K | 0.01% | +1,410+33.7% | Added |
| Central Pacific Bank - Trust Division | 5,718 | $454.8K | 0.06% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 5,740 | $456.6K | 0.01% | −2,242−28.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,787 | $460.3K | 0.00% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 5,826 | $463.4K | 0.00% | −357−5.8% | Reduced |
| CI Private Wealth, LLC | 5,949 | $473.2K | 0.00% | +5,949 | New |
| HighTower Advisors, LLC | 6,177 | $491.0K | 0.00% | +902+17.1% | Added |
| Intech Investment Management LLC | 6,185 | $492.0K | 0.01% | +1,906+44.5% | Added |
| State Board of Administration of Florida Retirement System | 6,243 | $496.6K | 0.00% | 00.0% | Unchanged |