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 2026
Institutional positions in Triumph Financial, Inc. as of Mar 31, 2026. 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
- 216
- +14 vs. Q4 2025
- Shares held
- 24.2M
- +2.55M (+11.8%) vs. Q4 2025
- Total value
- $1.44B
- +$87.8M (+6.5%) vs. Q4 2025
- New holders
- 36
- 76 more added
- Sold out
- 22
- 64 more reduced
3 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Triumph Financial, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 1 | $0 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1 | $60 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 1 | $60 | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 1 | $60 | 0.00% | +1 | New |
| Essential Partners LLC | 2 | $119 | 0.00% | +2 | New |
| MAI Capital Management | 4 | $239 | 0.00% | +4 | New |
| SJS Investment Consulting Inc. | 4 | $239 | 0.00% | +4 | New |
| Federated Hermes, Inc. | 5 | $298 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 5 | $298 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 5 | $299 | 0.00% | +3+150.0% | Added |
| True Wealth Design, LLC | 11 | $657 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 14 | $835 | 0.00% | −2−12.5% | Reduced |
| Keating Financial Advisory Services, Inc. | 18 | $1.07K | 0.00% | +18 | New |
| Root Financial Partners, LLC | 22 | $1.31K | 0.00% | +18+450.0% | Added |
| Bare Financial Services, Inc | 33 | $1.97K | 0.00% | −40−54.8% | Reduced |
| Rothschild Investment LLC | 36 | $2.15K | 0.00% | −5−12.2% | Reduced |
| Massmutual Trust Co FSB | 36 | $2.15K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 41 | $2.45K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 42 | $2.51K | 0.00% | −22−34.4% | Reduced |
| Ancora Advisors, LLC | 50 | $2.98K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 57 | $3.40K | 0.00% | −201−77.9% | Reduced |
| Parkside Financial Bank & Trust | 59 | $3.52K | 0.00% | +1+1.7% | Added |
| Larson Financial Group LLC | 65 | $3.88K | 0.00% | −31−32.3% | Reduced |
| Allworth Financial LP | 65 | $3.88K | 0.00% | +65 | New |
| NBC Securities, Inc. | 78 | $4.65K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 84 | $5.00K | 0.00% | +6+7.7% | Added |
| Smartleaf Asset Management LLC | 96 | $5.43K | 0.00% | −52−35.1% | Reduced |
| Harbor Investment Advisory, LLC | 105 | $6.26K | 0.00% | +105 | New |
| Wolff Wiese Magana LLC | 105 | $6.26K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 125 | $7.46K | 0.01% | +125 | New |
| Los Angeles Capital Management LLC | 132 | $7.88K | 0.00% | −2,645−95.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 145 | $8.65K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 161 | $8.96K | 0.00% | +100+163.9% | Added |
| Advisory Services Network, LLC | 182 | $10.9K | 0.00% | +182 | New |
| Bessemer Group Inc | 174 | $11.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 200 | $11.9K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 200 | $11.9K | 0.00% | +200 | New |
| Umb Bank N A | 208 | $12.4K | 0.00% | +12+6.1% | Added |
| Signaturefd, LLC | 243 | $14.5K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 258 | $15.0K | 0.00% | +89+52.7% | Added |
| Central Trust Co | 272 | $16.2K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 285 | $17.0K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 322 | $19.2K | 0.00% | +62+23.8% | Added |
| Versant Capital Management, Inc | 345 | $20.6K | 0.00% | +308+832.4% | Added |
| Salomon & Ludwin, LLC | 409 | $24.5K | 0.00% | +245+149.4% | Added |
| GAMMA Investing LLC | 433 | $25.8K | 0.00% | −119−21.6% | Reduced |
| Farther Finance Advisors, LLC | 433 | $26.1K | 0.00% | −58−11.8% | Reduced |
| CWM, LLC | 448 | $26.7K | 0.00% | +25+5.9% | Added |
| Sterling Capital Management LLC | 481 | $28.7K | 0.00% | −307−39.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 689 | $41.1K | 0.00% | +18+2.7% | Added |
| Group One Trading, L.P. | 750 | $44.7K | 0.00% | +750 | New |
| Quantbot Technologies LP | 1,207 | $72.0K | 0.00% | −3,776−75.8% | Reduced |
| Rockefeller Capital Management L.P. | 1,480 | $88.3K | 0.00% | +1,165+369.8% | Added |
| Clearstead Advisors, LLC | 1,533 | $91.5K | 0.00% | +1,533 | New |
| The PNC Financial Services Group, Inc. | 1,686 | $100.6K | 0.00% | −261−13.4% | Reduced |
| Tower Research Capital LLC (TRC) | 1,724 | $102.9K | 0.00% | +794+85.4% | Added |
| Ameritas Investment Partners, Inc. | 1,897 | $113.2K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,738 | $163.3K | 0.00% | −3−0.1% | Reduced |
| Simplex Trading, LLC | 2,761 | $164.7K | 0.01% | +1,239+81.4% | Added |
| Public Employees Retirement Association of Colorado | 2,863 | $171.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 3,458 | $206.3K | 0.00% | −41−1.2% | Reduced |
| ProShare Advisors LLC | 3,532 | $210.7K | 0.00% | −882−20.0% | Reduced |
| FMR LLC | 3,572 | $213.1K | 0.00% | −393−9.9% | Reduced |
| XTX Topco Ltd | 3,671 | $219.0K | 0.00% | −1,120−23.4% | Reduced |
| Victory Capital Management Inc | 3,697 | $220.6K | 0.00% | +469+14.5% | Added |
| Red Door Wealth Management, LLC | 3,725 | $222.2K | 0.02% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 3,888 | $232.0K | 0.00% | +146+3.9% | Added |
| Walleye Trading LLC | 3,926 | $234.2K | 0.00% | +1,123+40.1% | Added |
| Voya Investment Management LLC | 3,991 | $238.1K | 0.00% | −146−3.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,998 | $238.5K | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 4,080 | $243.4K | 0.00% | +4,080 | New |
| Linden Thomas Advisory Services, LLC | 4,659 | $278.0K | 0.03% | +4,659 | New |
| New York State Teachers Retirement System | 4,670 | $279.0K | 0.00% | −751−13.9% | Reduced |
| Handelsbanken Fonder AB | 4,700 | $280.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 4,723 | $282.0K | 0.00% | −100−2.1% | Reduced |
| Intech Investment Management LLC | 4,739 | $282.7K | 0.00% | −2,675−36.1% | Reduced |
| KLP Kapitalforvaltning AS | 4,800 | $286.4K | 0.00% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 4,900 | $292.3K | 0.00% | +722+17.3% | Added |
| BNP Paribas Arbitrage, SA | 5,014 | $299.1K | 0.00% | −46−0.9% | Reduced |
| Oregon Public Employees Retirement Fund | 5,149 | $307.2K | 0.00% | 00.0% | Unchanged |
| Vanguard Investments Australia, Ltd. | 5,154 | $307.5K | 0.00% | +5,154 | New |
| State of Tennessee, Treasury Department | 5,173 | $308.6K | 0.00% | 00.0% | Unchanged |
| Gibbs Wealth Management | 5,222 | $311.5K | 0.04% | +5,222 | New |
| Atria Investments LLC | 5,230 | $312.0K | 0.00% | −646−11.0% | Reduced |
| Creative Planning | 5,296 | $316.0K | 0.00% | −752−12.4% | Reduced |
| M&T Bank Corp | 5,412 | $322.9K | 0.00% | −2,991−35.6% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,590 | $333.5K | 0.00% | +10.0% | Added |
| Teachers Retirement System of the State of Kentucky | 5,675 | $339.0K | 0.00% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 6,033 | $359.9K | 0.00% | −17−0.3% | Reduced |
| Central Pacific Bank - Trust Division | 6,157 | $367.3K | 0.05% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 6,193 | $369.5K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 6,205 | $370.2K | 0.00% | −173−2.7% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 6,206 | $370.3K | 0.00% | 00.0% | Unchanged |
| Natixis | 6,250 | $372.9K | 0.00% | +6,250 | New |
| Skopos Labs, Inc. | 6,429 | $383.6K | 0.01% | −241−3.6% | Reduced |
| Nomura Holdings Inc | 6,432 | $383.7K | 0.00% | +6,432 | New |
| Amalgamated Bank | 6,511 | $388.0K | 0.00% | −45−0.7% | Reduced |
| Neuberger Berman Group LLC | 7,123 | $425.0K | 0.00% | −816−10.3% | Reduced |
| Kings Path Partners LLC | 7,255 | $432.8K | 0.15% | +1,650+29.4% | Added |
| US Bancorp | 7,567 | $451.4K | 0.00% | −3,222−29.9% | Reduced |