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 2025
Institutional positions in Triumph Financial, Inc. as of Mar 31, 2025. 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
- 208
- −3 vs. Q4 2024
- Shares held
- 21.7M
- +201.1K (+0.9%) vs. Q4 2024
- Total value
- $1.26B
- −$699.4M (−35.8%) vs. Q4 2024
- New holders
- 25
- 71 more added
- Sold out
- 28
- 75 more reduced
3 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Triumph Financial, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hemington Wealth Management | 4 | $0 | 0.00% | −5−55.6% | Reduced |
| Covestor Ltd | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 2 | $0 | 0.00% | +2 | New |
| IFP Advisors, Inc | 0 | $116 | 0.00% | 0 | Unchanged |
| Larson Financial Group LLC | 2 | $116 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 3 | $174 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 4 | $231 | 0.00% | +3+300.0% | Added |
| Stephens Consulting, LLC | 5 | $289 | 0.00% | +5 | New |
| Parkside Financial Bank & Trust | 7 | $405 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 9 | $521 | 0.00% | −1−10.0% | Reduced |
| True Wealth Design, LLC | 9 | $521 | 0.00% | +9 | New |
| Transce3nd, LLC | 15 | $867 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 16 | $925 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 18 | $1.04K | 0.00% | −41−69.5% | Reduced |
| Boston Private Wealth LLC | 18 | $1.04K | 0.00% | +18 | New |
| Allworth Financial LP | 21 | $1.09K | 0.00% | −15−41.7% | Reduced |
| Coldstream Capital Management Inc | 19 | $1.10K | 0.00% | +19 | New |
| Rothschild Investment LLC | 20 | $1.16K | 0.00% | −10−33.3% | Reduced |
| SRS Capital Advisors, Inc. | 20 | $1.16K | 0.00% | +20 | New |
| Federated Hermes, Inc. | 23 | $1.33K | 0.00% | −3,555−99.4% | Reduced |
| Truvestments Capital LLC | 25 | $1.45K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 28 | $1.62K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 37 | $2.00K | 0.00% | −44−54.3% | Reduced |
| Caitong International Asset Management Co., Ltd | 36 | $2.08K | 0.00% | +36 | New |
| Ancora Advisors, LLC | 50 | $2.89K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 50 | $2.89K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 53 | $3.06K | 0.00% | −28−34.6% | Reduced |
| Jones Financial Companies LLLP | 55 | $3.23K | 0.00% | +17+44.7% | Added |
| EverSource Wealth Advisors, LLC | 59 | $3.41K | 0.00% | +40+210.5% | Added |
| Public Employees Retirement System of Ohio | 67 | $3.87K | 0.00% | +67 | New |
| Massmutual Trust Co FSB | 80 | $4.62K | 0.00% | +68+566.7% | Added |
| Wolff Wiese Magana LLC | 81 | $4.68K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 86 | $4.97K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 76 | $5.23K | 0.00% | +76 | New |
| Harbor Capital Advisors, Inc. | 110 | $6.00K | 0.00% | +51+86.4% | Added |
| Fifth Third Bancorp | 120 | $6.94K | 0.00% | +22+22.4% | Added |
| Northwestern Mutual Wealth Management Co | 145 | $8.38K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 200 | $11.6K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 215 | $12.4K | 0.00% | −136−38.7% | Reduced |
| Signaturefd, LLC | 221 | $12.8K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 248 | $14.3K | 0.00% | +76+44.2% | Added |
| Riverview Trust Co | 256 | $14.8K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 272 | $15.7K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 300 | $17.3K | 0.00% | +300 | New |
| Principal Securities, Inc. | 210 | $19.1K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 377 | $21.8K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 408 | $23.6K | 0.00% | +405+13,500.0% | Added |
| Smartleaf Asset Management LLC | 436 | $25.6K | 0.00% | −127−22.6% | Reduced |
| CWM, LLC | 589 | $34.0K | 0.00% | +191+48.0% | Added |
| GAMMA Investing LLC | 698 | $40.3K | 0.00% | +320+84.7% | Added |
| Shell Asset Management Co | 1,011 | $58.0K | 0.00% | −44−4.2% | Reduced |
| FMR LLC | 1,360 | $78.6K | 0.00% | −231−14.5% | Reduced |
| KBC Group NV | 1,368 | $79.0K | 0.00% | +156+12.9% | Added |
| Principia Wealth Advisory, LLC | 1,500 | $80.3K | 0.08% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,089 | $120.7K | 0.00% | +1,094+109.9% | Added |
| Ameritas Investment Partners, Inc. | 2,209 | $127.7K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,314 | $133.8K | 0.00% | −162−6.5% | Reduced |
| NBC Securities, Inc. | 2,650 | $153.0K | 0.01% | +2,647+88,233.3% | Added |
| Public Employees Retirement Association of Colorado | 2,863 | $165.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,954 | $170.7K | 0.00% | +252+9.3% | Added |
| Nisa Investment Advisors, LLC | 3,399 | $196.5K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 3,562 | $205.9K | 0.00% | +1,156+48.0% | Added |
| Red Door Wealth Management, LLC | 3,725 | $215.3K | 0.03% | 00.0% | Unchanged |
| Titleist Asset Management, LLC | 4,000 | $231.2K | 0.03% | +4,000 | New |
| First Dallas Securities Inc. | 4,275 | $247.0K | 0.10% | −2,250−34.5% | Reduced |
| Central Pacific Bank - Trust Division | 4,418 | $255.4K | 0.04% | −1,300−22.7% | Reduced |
| Wallace Advisory Group, LLC | 2,837 | $257.8K | 0.18% | −5−0.2% | Reduced |
| SG Americas Securities, LLC | 4,553 | $263.0K | 0.00% | +4,553 | New |
| Inceptionr LLC | 4,555 | $263.3K | 0.08% | +4,555 | New |
| Alliance Wealth Advisors, LLC | 4,622 | $267.2K | 0.07% | −96−2.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 4,648 | $269.0K | 0.00% | −130−2.7% | Reduced |
| Handelsbanken Fonder AB | 4,700 | $272.0K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 4,735 | $273.7K | 0.00% | 00.0% | Unchanged |
| Americana Partners, LLC | 4,807 | $277.8K | 0.01% | 00.0% | Unchanged |
| Atria Investments LLC | 4,861 | $281.0K | 0.00% | +4,861 | New |
| KLP Kapitalforvaltning AS | 4,900 | $283.2K | 0.00% | 00.0% | Unchanged |
| CIBC World Markets Corp | 4,904 | $283.5K | 0.00% | +4,904 | New |
| Oregon Public Employees Retirement Fund | 5,049 | $291.8K | 0.01% | −100−1.9% | Reduced |
| ProShare Advisors LLC | 5,202 | $300.7K | 0.00% | −1,455−21.9% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,257 | $303.9K | 0.00% | +573+12.2% | Added |
| New York State Teachers Retirement System | 5,421 | $313.0K | 0.00% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 5,582 | $322.6K | 0.00% | 00.0% | Unchanged |
| Kings Path Partners LLC | 5,605 | $324.0K | 0.16% | −3,520−38.6% | Reduced |
| Aquatic Capital Management LLC | 5,648 | $326.5K | 0.01% | +5,129+988.2% | Added |
| HighTower Advisors, LLC | 5,675 | $328.0K | 0.00% | −864−13.2% | Reduced |
| Dynamic Technology Lab Private Ltd | 5,740 | $332.0K | 0.05% | +5,740 | New |
| AQR Capital Management LLC | 5,760 | $332.9K | 0.00% | +1,794+45.2% | Added |
| Precision Wealth Strategies, LLC | 5,871 | $339.3K | 0.26% | +517+9.7% | Added |
| CI Private Wealth, LLC | 5,934 | $343.0K | 0.00% | −12−0.2% | Reduced |
| Voya Investment Management LLC | 6,063 | $350.4K | 0.00% | −637−9.5% | Reduced |
| State Board of Administration of Florida Retirement System | 6,193 | $358.0K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 6,271 | $362.5K | 0.04% | +6,271 | New |
| Amalgamated Bank | 6,298 | $364.0K | 0.00% | −210−3.2% | Reduced |
| Arizona State Retirement System | 6,359 | $367.6K | 0.00% | −57−0.9% | Reduced |
| Maryland State Retirement & Pension System | 6,394 | $369.6K | 0.01% | −1,007−13.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,675 | $385.8K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 7,564 | $439.5K | 0.00% | −7−0.1% | Reduced |
| Squarepoint Ops LLC | 7,826 | $452.3K | 0.00% | +7,826 | New |
| LPL Financial LLC | 7,901 | $456.7K | 0.00% | +1,835+30.3% | Added |
| Comerica Bank | 7,903 | $456.8K | 0.00% | +269+3.5% | Added |