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 2025
Institutional positions in Triumph Financial, Inc. as of Jun 30, 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
- 211
- +3 vs. Q1 2025
- Shares held
- 22.5M
- +804.7K (+3.7%) vs. Q1 2025
- Total value
- $1.24B
- −$14.0M (−1.1%) vs. Q1 2025
- New holders
- 31
- 90 more added
- Sold out
- 28
- 62 more reduced
Compare with Q1 2025: 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 2025
Shares, value and share of portfolio for each institution holding Triumph Financial, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hemington Wealth Management | 15 | $0 | 0.00% | +11+275.0% | Added |
| Covestor Ltd | 1 | $0 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1 | $56 | 0.00% | −2−66.7% | Reduced |
| Rialto Wealth Management, LLC | 1 | $56 | 0.00% | +1 | New |
| Bay Harbor Wealth Management, LLC | 2 | $110 | 0.00% | +2 | New |
| HFM Investment Advisors, LLC | 2 | $110 | 0.00% | +2 | New |
| DiNuzzo Private Wealth, Inc. | 2 | $111 | 0.00% | +2 | New |
| Ameritas Advisory Services, LLC | 3 | $165 | 0.00% | +3 | New |
| Fortitude Family Office, LLC | 3 | $165 | 0.00% | +3 | New |
| Larson Financial Group LLC | 4 | $220 | 0.00% | +2+100.0% | Added |
| Bare Financial Services, Inc | 6 | $331 | 0.00% | +6 | New |
| Federated Hermes, Inc. | 7 | $386 | 0.00% | −16−69.6% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 8 | $433 | 0.00% | +8 | New |
| JFS Wealth Advisors, LLC | 8 | $441 | 0.00% | −1−11.1% | Reduced |
| True Wealth Design, LLC | 11 | $607 | 0.00% | +2+22.2% | Added |
| Steward Partners Investment Advisory, LLC | 13 | $716 | 0.00% | +13 | New |
| Transce3nd, LLC | 15 | $827 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 16 | $882 | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 16 | $882 | 0.00% | +16 | New |
| Atlantic Trust, LLC | 16 | $882 | 0.00% | +16 | New |
| Ronald Blue Trust, Inc. | 18 | $992 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 20 | $1.10K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 20 | $1.10K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 28 | $1.54K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 45 | $2.54K | 0.00% | −10−18.2% | Reduced |
| Ancora Advisors, LLC | 50 | $2.75K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 53 | $2.92K | 0.00% | +32+152.4% | Added |
| Bessemer Group Inc | 49 | $3.00K | 0.00% | +12+32.4% | Added |
| Parkside Financial Bank & Trust | 59 | $3.25K | 0.00% | +52+742.9% | Added |
| NBC Securities, Inc. | 78 | $4.00K | 0.00% | −2,572−97.1% | Reduced |
| Harbor Capital Advisors, Inc. | 78 | $4.00K | 0.00% | −32−29.1% | Reduced |
| Hantz Financial Services, Inc. | 80 | $4.00K | 0.00% | +78+3,900.0% | Added |
| Huntington National Bank | 74 | $4.08K | 0.00% | +74 | New |
| Wolff Wiese Magana LLC | 81 | $4.46K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 112 | $6.17K | 0.00% | +26+30.2% | Added |
| Smartleaf Asset Management LLC | 114 | $6.43K | 0.00% | −322−73.9% | Reduced |
| Public Employees Retirement System of Ohio | 140 | $7.71K | 0.00% | +73+109.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 156 | $9.00K | 0.00% | +156 | New |
| Northwestern Mutual Wealth Management Co | 176 | $9.70K | 0.00% | +31+21.4% | Added |
| IFP Advisors, Inc | 0 | $12.6K | 0.00% | 0 | Unchanged |
| Umb Bank N A | 229 | $12.6K | 0.00% | +229 | New |
| Signaturefd, LLC | 243 | $13.4K | 0.00% | +22+10.0% | Added |
| Versant Capital Management, Inc | 248 | $13.7K | 0.00% | −52−17.3% | Reduced |
| Principal Securities, Inc. | 267 | $14.7K | 0.00% | +57+27.1% | Added |
| Fifth Third Bancorp | 268 | $14.8K | 0.00% | +148+123.3% | Added |
| Central Trust Co | 272 | $15.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 293 | $16.1K | 0.00% | +78+36.3% | Added |
| EverSource Wealth Advisors, LLC | 313 | $17.2K | 0.00% | +254+430.5% | Added |
| Sterling Capital Management LLC | 356 | $19.6K | 0.00% | +303+571.7% | Added |
| First Horizon Advisors, Inc. | 377 | $20.8K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 443 | $24.4K | 0.00% | +195+78.6% | Added |
| CWM, LLC | 480 | $26.0K | 0.00% | −109−18.5% | Reduced |
| Glenmede Investment Management, LP | 564 | $31.1K | 0.00% | +564 | New |
| GAMMA Investing LLC | 744 | $41.0K | 0.00% | +46+6.6% | Added |
| KBC Group NV | 821 | $45.0K | 0.00% | −547−40.0% | Reduced |
| Shell Asset Management Co | 910 | $50.0K | 0.00% | −101−10.0% | Reduced |
| Creekmur Asset Management LLC | 1,000 | $55.1K | 0.01% | +1,000 | New |
| Principia Wealth Advisory, LLC | 1,500 | $82.7K | 0.07% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,828 | $100.7K | 0.00% | −486−21.0% | Reduced |
| Ameritas Investment Partners, Inc. | 2,209 | $121.7K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,284 | $125.9K | 0.00% | +195+9.3% | Added |
| Advisor Group Holdings, Inc. | 2,652 | $146.2K | 0.00% | −302−10.2% | Reduced |
| Public Employees Retirement Association of Colorado | 2,863 | $158.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 3,389 | $186.8K | 0.00% | −10−0.3% | Reduced |
| SG Americas Securities, LLC | 3,532 | $195.0K | 0.00% | −1,021−22.4% | Reduced |
| Red Door Wealth Management, LLC | 3,725 | $205.3K | 0.02% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 3,747 | $206.5K | 0.00% | +3,747 | New |
| Walleye Capital LLC | 3,975 | $219.1K | 0.00% | +3,975 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,998 | $220.3K | 0.00% | −2,677−40.1% | Reduced |
| Virtu Financial LLC | 4,008 | $221.0K | 0.01% | +4,008 | New |
| First Dallas Securities Inc. | 4,075 | $224.6K | 0.09% | −200−4.7% | Reduced |
| Amundi | 3,606 | $226.6K | 0.00% | −5,302−59.5% | Reduced |
| Victory Capital Management Inc | 4,150 | $228.7K | 0.00% | −5,717−57.9% | Reduced |
| Raymond James Financial Inc | 4,167 | $229.6K | 0.00% | +4,167 | New |
| Alliance Wealth Advisors, LLC | 4,252 | $234.3K | 0.06% | −370−8.0% | Reduced |
| KLP Kapitalforvaltning AS | 4,300 | $237.0K | 0.00% | −600−12.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 4,648 | $256.0K | 0.00% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 4,700 | $259.0K | 0.00% | 00.0% | Unchanged |
| Inceptionr LLC | 4,747 | $261.6K | 0.06% | +192+4.2% | Added |
| Entropy Technologies, LP | 4,800 | $264.5K | 0.02% | +4,800 | New |
| ProShare Advisors LLC | 4,997 | $275.4K | 0.00% | −205−3.9% | Reduced |
| Oregon Public Employees Retirement Fund | 5,049 | $278.3K | 0.00% | 00.0% | Unchanged |
| Atria Investments LLC | 5,104 | $281.3K | 0.00% | +243+5.0% | Added |
| Police & Firemen's Retirement System of New Jersey | 5,219 | $287.6K | 0.00% | +484+10.2% | Added |
| CI Private Wealth, LLC | 5,281 | $291.0K | 0.00% | −653−11.0% | Reduced |
| New York State Teachers Retirement System | 5,421 | $299.0K | 0.00% | 00.0% | Unchanged |
| Norges Bank | 5,523 | $304.4K | 0.00% | −27,268−83.2% | Reduced |
| State of Tennessee, Treasury Department | 5,582 | $307.6K | 0.00% | 00.0% | Unchanged |
| Kings Path Partners LLC | 5,605 | $308.9K | 0.12% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 5,605 | $308.9K | 0.04% | +1,187+26.9% | Added |
| HighTower Advisors, LLC | 5,652 | $311.5K | 0.00% | −23−0.4% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,703 | $314.3K | 0.00% | +446+8.5% | Added |
| Precision Wealth Strategies, LLC | 5,874 | $323.7K | 0.11% | +3+0.1% | Added |
| Voya Investment Management LLC | 6,113 | $336.9K | 0.00% | +50+0.8% | Added |
| State Board of Administration of Florida Retirement System | 6,193 | $341.3K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 6,343 | $350.0K | 0.00% | +45+0.7% | Added |
| Arizona State Retirement System | 6,466 | $356.3K | 0.00% | +107+1.7% | Added |
| Callan Family Office, LLC | 6,467 | $356.4K | 0.01% | +6,467 | New |
| Maryland State Retirement & Pension System | 6,528 | $359.8K | 0.01% | +134+2.1% | Added |
| Titleist Asset Management, LLC | 6,600 | $363.7K | 0.04% | +2,600+65.0% | Added |