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 2026
Institutional positions in Triumph Financial, Inc. as of Jun 30, 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
- 231
- +20 vs. Q1 2026
- Shares held
- 23.2M
- −873.2K (−3.6%) vs. Q1 2026
- Total value
- $1.77B
- +$334.6M (+23.3%) vs. Q1 2026
- New holders
- 40
- 80 more added
- Sold out
- 20
- 70 more reduced
5 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 2026
Shares, value and share of portfolio for each institution holding Triumph Financial, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 5 | $0 | 0.00% | +4+400.0% | Added |
| IFP Advisors, Inc | 1 | $76 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1 | $76 | 0.00% | +1 | New |
| Davis Capital Management | 1 | $76 | 0.00% | +1 | New |
| Silver Grove Financial Group, Inc. | 1 | $76 | 0.00% | +1 | New |
| Rialto Wealth Management, LLC | 1 | $77 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 2 | $153 | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 3 | $229 | 0.00% | −2−40.0% | Reduced |
| Plante Moran Financial Advisors, LLC | 4 | $305 | 0.00% | +4 | New |
| Gilpin Wealth Management, LLC | 4 | $306 | 0.00% | −1−20.0% | Reduced |
| JFS Wealth Advisors, LLC | 4 | $306 | 0.00% | +4 | New |
| Ankerstar Wealth, LLC | 5 | $382 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 11 | $840 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 14 | $1.07K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 19 | $1.45K | 0.00% | +1+5.6% | Added |
| Bare Financial Services, Inc | 33 | $2.52K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 35 | $2.67K | 0.00% | +35 | New |
| Massmutual Trust Co FSB | 36 | $2.75K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 41 | $3.13K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 43 | $3.28K | 0.00% | +7+19.4% | Added |
| Ancora Advisors, LLC | 50 | $3.81K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 59 | $4.50K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 71 | $5.42K | 0.00% | +67+1,675.0% | Added |
| Larson Financial Group LLC | 75 | $5.72K | 0.00% | +10+15.4% | Added |
| NBC Securities, Inc. | 78 | $5.95K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 84 | $6.00K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 92 | $7.02K | 0.01% | −33−26.4% | Reduced |
| Smartleaf Asset Management LLC | 96 | $7.26K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 103 | $7.86K | 0.00% | −2−1.9% | Reduced |
| State of Wyoming | 110 | $8.39K | 0.00% | +110 | New |
| Optiver Holding B.V. | 122 | $9.31K | 0.00% | +122 | New |
| Los Angeles Capital Management LLC | 132 | $10.1K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 149 | $11.4K | 0.00% | +149 | New |
| Jones Financial Companies LLLP | 161 | $12.4K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 174 | $13.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 190 | $14.5K | 0.00% | +133+233.3% | Added |
| Quent Capital, LLC | 200 | $15.3K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 200 | $15.3K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 216 | $16.5K | 0.00% | +8+3.8% | Added |
| Signaturefd, LLC | 243 | $18.5K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 252 | $19.0K | 0.00% | −6−2.3% | Reduced |
| Central Trust Co | 272 | $20.8K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 274 | $20.9K | 0.00% | −207−43.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 297 | $22.7K | 0.00% | +152+104.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 350 | $26.7K | 0.00% | +28+8.7% | Added |
| Jefferies Financial Group Inc. | 363 | $27.7K | 0.00% | −4,537−92.6% | Reduced |
| Salomon & Ludwin, LLC | 358 | $28.4K | 0.00% | −51−12.5% | Reduced |
| Versant Capital Management, Inc | 420 | $32.0K | 0.00% | +75+21.7% | Added |
| Farther Finance Advisors, LLC | 464 | $35.4K | 0.00% | +31+7.2% | Added |
| SRS Capital Advisors, Inc. | 502 | $38.3K | 0.00% | +502 | New |
| Quantbot Technologies LP | 527 | $40.2K | 0.00% | −680−56.3% | Reduced |
| GAMMA Investing LLC | 543 | $41.4K | 0.00% | +110+25.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 696 | $53.1K | 0.01% | +7+1.0% | Added |
| Nykredit A/S | 1,376 | $105.0K | 0.00% | +1,376 | New |
| Clearstead Advisors, LLC | 1,539 | $117.4K | 0.00% | +6+0.4% | Added |
| Rockefeller Capital Management L.P. | 1,632 | $124.5K | 0.00% | +152+10.3% | Added |
| The PNC Financial Services Group, Inc. | 1,698 | $129.6K | 0.00% | +12+0.7% | Added |
| Tower Research Capital LLC (TRC) | 2,032 | $155.1K | 0.00% | +308+17.9% | Added |
| Ameritas Investment Partners, Inc. | 2,099 | $160.2K | 0.00% | +202+10.6% | Added |
| PEAK6 LLC | 2,113 | $161.2K | 0.00% | +2,113 | New |
| Aquatic Capital Management LLC | 2,255 | $172.1K | 0.01% | +2,255 | New |
| Welch Group, LLC | 2,644 | $201.8K | 0.01% | +2,644 | New |
| Advisor Group Holdings, Inc. | 2,822 | $215.3K | 0.00% | +84+3.1% | Added |
| HighTower Advisors, LLC | 2,827 | $215.7K | 0.00% | +2,827 | New |
| Public Employees Retirement Association of Colorado | 2,863 | $218.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 2,957 | $225.7K | 0.00% | +2,957 | New |
| Howard Financial Services, Ltd. | 3,000 | $228.9K | 0.02% | +3,000 | New |
| Pictet Asset Management Holding SA | 3,004 | $229.2K | 0.00% | +3,004 | New |
| CI Private Wealth, LLC | 3,013 | $229.9K | 0.00% | +3,013 | New |
| Mercer Global Advisors Inc | 3,044 | $232.3K | 0.00% | +3,044 | New |
| Savant Capital, LLC | 3,423 | $233.1K | 0.00% | +3,423 | New |
| Neuberger Berman Group LLC | 3,157 | $240.9K | 0.00% | −3,966−55.7% | Reduced |
| Nisa Investment Advisors, LLC | 3,259 | $248.7K | 0.00% | −199−5.8% | Reduced |
| M&T Bank Corp | 3,287 | $250.8K | 0.00% | −2,125−39.3% | Reduced |
| Maryland State Retirement & Pension System | 3,288 | $250.9K | 0.00% | +3,288 | New |
| ProShare Advisors LLC | 3,290 | $251.1K | 0.00% | −242−6.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 3,455 | $264.0K | 0.00% | −1,268−26.8% | Reduced |
| Janney Montgomery Scott LLC | 3,657 | $279.0K | 0.00% | −231−5.9% | Reduced |
| Victory Capital Management Inc | 3,724 | $284.2K | 0.00% | +27+0.7% | Added |
| Red Door Wealth Management, LLC | 3,725 | $284.3K | 0.03% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 3,956 | $301.9K | 0.02% | +3,956 | New |
| BIP Wealth, LLC | 4,030 | $307.5K | 0.01% | +4,030 | New |
| DRW Securities, LLC | 4,166 | $317.9K | 0.02% | +4,166 | New |
| Magnetar Financial LLC | 4,293 | $327.6K | 0.00% | +4,293 | New |
| Two Sigma Investments, LP | 4,400 | $335.8K | 0.00% | +4,400 | New |
| Voya Investment Management LLC | 4,486 | $342.3K | 0.00% | +495+12.4% | Added |
| Linden Thomas Advisory Services, LLC | 4,612 | $351.9K | 0.03% | −47−1.0% | Reduced |
| Handelsbanken Fonder AB | 4,700 | $359.0K | 0.00% | 00.0% | Unchanged |
| Intech Investment Management LLC | 4,706 | $359.1K | 0.00% | −33−0.7% | Reduced |
| KLP Kapitalforvaltning AS | 4,800 | $366.3K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 4,826 | $368.3K | 0.01% | +2,065+74.8% | Added |
| FMR LLC | 4,886 | $372.9K | 0.00% | +1,314+36.8% | Added |
| Oregon Public Employees Retirement Fund | 5,149 | $392.9K | 0.00% | 00.0% | Unchanged |
| Vanguard Investments Australia, Ltd. | 5,154 | $393.3K | 0.00% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 5,173 | $394.8K | 0.00% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,363 | $409.3K | 0.00% | −227−4.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 5,417 | $413.4K | 0.00% | +5,417 | New |
| New York State Teachers Retirement System | 5,421 | $414.0K | 0.00% | +751+16.1% | Added |
| Teachers Retirement System of the State of Kentucky | 5,675 | $433.0K | 0.00% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 6,030 | $460.1K | 0.01% | −30.0% | Reduced |