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, Q4 2024
Institutional positions in Triumph Financial, Inc. as of Dec 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
- 214
- +4 vs. Q3 2024
- Shares held
- 21.6M
- −108.9K (−0.5%) vs. Q3 2024
- Total value
- $1.96B
- +$236.4M (+13.7%) vs. Q3 2024
- New holders
- 24
- 69 more added
- Sold out
- 20
- 74 more reduced
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Triumph Financial, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hemington Wealth Management | 9 | $0 | 0.00% | +3+50.0% | Added |
| Covestor Ltd | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1 | $91 | 0.00% | +1 | New |
| Global Financial Private Client, LLC | 1 | $91 | 0.00% | +1 | New |
| DiNuzzo Private Wealth, Inc. | 2 | $182 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2 | $182 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 0 | $182 | 0.00% | 0 | New |
| SJS Investment Consulting Inc. | 3 | $273 | 0.00% | −1−25.0% | Reduced |
| Quadrant Capital Group LLC | 3 | $273 | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 3 | $277 | 0.03% | −3,047−99.9% | Reduced |
| Parkside Financial Bank & Trust | 7 | $637 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 10 | $909 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 12 | $1.09K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 15 | $1.36K | 0.00% | +15 | New |
| Farmers & Merchants Investments Inc | 16 | $1.45K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 19 | $1.73K | 0.00% | +3+18.8% | Added |
| Truvestments Capital LLC | 25 | $2.27K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 28 | $2.54K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 30 | $2.73K | 0.00% | +5+20.0% | Added |
| Umb Bank N A | 31 | $2.82K | 0.00% | −25−44.6% | Reduced |
| Huntington National Bank | 33 | $3.00K | 0.00% | +33 | New |
| Allworth Financial LP | 36 | $3.31K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 38 | $3.45K | 0.00% | −48−55.8% | Reduced |
| Venturi Wealth Management, LLC | 45 | $4.09K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 50 | $4.54K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 50 | $4.54K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 59 | $5.00K | 0.00% | +13+28.3% | Added |
| Simplex Trading, LLC | 66 | $5.00K | 0.00% | +66 | New |
| Ronald Blue Trust, Inc. | 59 | $5.36K | 0.00% | −411−87.4% | Reduced |
| Bessemer Group Inc | 81 | $7.00K | 0.00% | +44+118.9% | Added |
| Sterling Capital Management LLC | 81 | $7.36K | 0.00% | +54+200.0% | Added |
| Wolff Wiese Magana LLC | 81 | $7.36K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 86 | $7.82K | 0.00% | −9−9.5% | Reduced |
| Fifth Third Bancorp | 98 | $8.91K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 145 | $13.2K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 160 | $14.5K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 172 | $15.6K | 0.00% | +172 | New |
| Quent Capital, LLC | 200 | $18.2K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 210 | $19.1K | 0.00% | −1−0.5% | Reduced |
| Signaturefd, LLC | 221 | $20.1K | 0.00% | −15−6.4% | Reduced |
| Riverview Trust Co | 256 | $23.3K | 0.02% | 00.0% | Unchanged |
| Central Trust Co | 272 | $24.7K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 351 | $31.9K | 0.00% | −17−4.6% | Reduced |
| First Horizon Advisors, Inc. | 377 | $34.3K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 378 | $34.4K | 0.00% | +70+22.7% | Added |
| CWM, LLC | 398 | $36.0K | 0.00% | −14−3.4% | Reduced |
| MAI Capital Management | 500 | $45.4K | 0.00% | +500 | New |
| Aquatic Capital Management LLC | 519 | $47.2K | 0.00% | +19+3.8% | Added |
| Smartleaf Asset Management LLC | 563 | $51.3K | 0.01% | +426+310.9% | Added |
| Walleye Capital LLC | 725 | $65.9K | 0.00% | +725 | New |
| Tower Research Capital LLC (TRC) | 995 | $90.4K | 0.00% | −4,745−82.7% | Reduced |
| Creekmur Asset Management LLC | 1,000 | $90.9K | 0.02% | 00.0% | Unchanged |
| Shell Asset Management Co | 1,055 | $96.0K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 1,212 | $110.0K | 0.00% | +414+51.9% | Added |
| Principia Wealth Advisory, LLC | 1,500 | $136.3K | 0.13% | +1,500 | New |
| FMR LLC | 1,591 | $144.6K | 0.00% | +115+7.8% | Added |
| Ameritas Investment Partners, Inc. | 2,209 | $200.8K | 0.01% | 00.0% | Unchanged |
| Mechanics Bank Trust Department | 2,223 | $202.0K | 0.03% | +2,223 | New |
| Cottonwood Capital Advisors, LLC | 2,364 | $214.8K | 0.15% | +2,364 | New |
| Bank of Montreal | 2,406 | $218.7K | 0.00% | +2,406 | New |
| The PNC Financial Services Group, Inc. | 2,476 | $225.0K | 0.00% | −67−2.6% | Reduced |
| Wallace Advisory Group, LLC | 2,842 | $226.1K | 0.16% | −172−5.7% | Reduced |
| MML Investors Services, LLC | 2,540 | $231.0K | 0.00% | −271−9.6% | Reduced |
| Balyasny Asset Management LLC | 2,610 | $237.2K | 0.00% | +2,610 | New |
| Welch Group, LLC | 2,644 | $241.0K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,702 | $245.6K | 0.00% | −53−1.9% | Reduced |
| Public Employees Retirement Association of Colorado | 2,863 | $260.0K | 0.00% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 2,930 | $266.3K | 0.01% | +40+1.4% | Added |
| Everence Capital Management Inc | 2,960 | $269.0K | 0.02% | −2,080−41.3% | Reduced |
| Howard Financial Services, Ltd. | 3,000 | $272.6K | 0.04% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 3,004 | $273.0K | 0.00% | +270+9.9% | Added |
| Commonwealth Equity Services, LLC | 3,113 | $283.0K | 0.00% | −1,945−38.5% | Reduced |
| Mutual of America Capital Management LLC | 3,324 | $302.1K | 0.00% | +27+0.8% | Added |
| Nisa Investment Advisors, LLC | 3,399 | $308.9K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 3,564 | $324.0K | 0.00% | +767+27.4% | Added |
| Federated Hermes, Inc. | 3,578 | $325.2K | 0.00% | +147+4.3% | Added |
| Profund Advisors LLC | 3,591 | $326.4K | 0.01% | +872+32.1% | Added |
| Red Door Wealth Management, LLC | 3,725 | $338.5K | 0.05% | 00.0% | Unchanged |
| AQR Capital Management LLC | 3,966 | $360.4K | 0.00% | +182+4.8% | Added |
| Verition Fund Management LLC | 4,278 | $388.8K | 0.00% | +425+11.0% | Added |
| BNP Paribas Arbitrage, SA | 4,362 | $396.4K | 0.00% | −10,718−71.1% | Reduced |
| Dark Forest Capital Management LP | 4,507 | $409.6K | 0.06% | +4,507 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 4,684 | $425.7K | 0.00% | −10.0% | Reduced |
| Handelsbanken Fonder AB | 4,700 | $427.0K | 0.00% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 4,718 | $428.8K | 0.11% | −110−2.3% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 4,735 | $430.3K | 0.00% | +4,735 | New |
| Cambridge Investment Research Advisors, Inc. | 4,778 | $434.0K | 0.00% | +233+5.1% | Added |
| Americana Partners, LLC | 4,807 | $436.9K | 0.02% | −226−4.5% | Reduced |
| KLP Kapitalforvaltning AS | 4,900 | $445.3K | 0.00% | +4,900 | New |
| Campbell & CO Investment Adviser LLC | 4,984 | $452.9K | 0.03% | +4,984 | New |
| Oregon Public Employees Retirement Fund | 5,149 | $467.9K | 0.01% | 00.0% | Unchanged |
| Precision Wealth Strategies, LLC | 5,354 | $486.6K | 0.38% | +141+2.7% | Added |
| New York State Teachers Retirement System | 5,421 | $493.0K | 0.00% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 5,582 | $507.3K | 0.00% | −244−4.2% | Reduced |
| Central Pacific Bank - Trust Division | 5,718 | $519.7K | 0.07% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 5,946 | $540.4K | 0.00% | −3−0.1% | Reduced |
| LPL Financial LLC | 6,066 | $551.3K | 0.00% | +3,429+130.0% | Added |
| State Board of Administration of Florida Retirement System | 6,193 | $562.8K | 0.00% | −50−0.8% | Reduced |
| Arizona State Retirement System | 6,416 | $583.1K | 0.00% | +33+0.5% | Added |
| Amalgamated Bank | 6,508 | $591.0K | 0.00% | −7−0.1% | Reduced |