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 |
|---|---|---|---|---|---|
| Optiver Holding B.V. | 122 | $9.31K | 0.00% | +122 | New |
| State of Wyoming | 110 | $8.39K | 0.00% | +110 | New |
| Wolff Wiese Magana LLC | 103 | $7.86K | 0.00% | −2−1.9% | Reduced |
| Smartleaf Asset Management LLC | 96 | $7.26K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 92 | $7.02K | 0.01% | −33−26.4% | Reduced |
| Harbor Capital Advisors, Inc. | 84 | $6.00K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 78 | $5.95K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 75 | $5.72K | 0.00% | +10+15.4% | Added |
| SJS Investment Consulting Inc. | 71 | $5.42K | 0.00% | +67+1,675.0% | Added |
| Parkside Financial Bank & Trust | 59 | $4.50K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 50 | $3.81K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 43 | $3.28K | 0.00% | +7+19.4% | Added |
| Huntington National Bank | 41 | $3.13K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 36 | $2.75K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 35 | $2.67K | 0.00% | +35 | New |
| Bare Financial Services, Inc | 33 | $2.52K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 19 | $1.45K | 0.00% | +1+5.6% | Added |
| Farmers & Merchants Investments Inc | 14 | $1.07K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 11 | $840 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 5 | $382 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 4 | $306 | 0.00% | −1−20.0% | Reduced |
| JFS Wealth Advisors, LLC | 4 | $306 | 0.00% | +4 | New |
| Plante Moran Financial Advisors, LLC | 4 | $305 | 0.00% | +4 | New |
| Federated Hermes, Inc. | 3 | $229 | 0.00% | −2−40.0% | Reduced |
| Essential Partners LLC | 2 | $153 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 1 | $77 | 0.00% | 00.0% | Unchanged |
| 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 |
| Covestor Ltd | 5 | $0 | 0.00% | +4+400.0% | Added |
| Luxor Capital Group, LP | 0 | $0 | 0.00% | −232,299−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −97,819−100.0% | Sold out |
| PMC FIG Opportunities LLC | 0 | $0 | 0.00% | −37,988−100.0% | Sold out |
| Persistent Asset Partners Ltd | 0 | $0 | 0.00% | −14,193−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −12,374−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −9,000−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −7,957−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −7,871−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −6,250−100.0% | Sold out |
| Atria Investments LLC | 0 | $0 | 0.00% | −5,230−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −3,926−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −750−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −285−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −182−100.0% | Sold out |
| Harbor Investment Advisory, LLC | 0 | $0 | 0.00% | −105−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −65−100.0% | Sold out |
| Hilton Head Capital Partners, LLC | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Sofos Investments, Inc. | – | – | – | – | Not filed |
| Janus Henderson Group PLC | – | – | – | – | Not filed |
| Skopos Labs, Inc. | – | – | – | – | Not filed |
| Gibbs Wealth Management | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |