Triumph FinancialTFIN

13F holders, Q1 2026 (March 31)
216holders +11
29new positions
21sold out
4famous investors
$59.65avg. 13F price*

At the end of Q1 2026, 216 institutions reported holding Triumph Financial Inc. (TFIN) in their 13F filings, up 11 from Q4 2025. 29 opened new positions and 21 sold out. The largest holders were BlackRock, Inc. ($197.4M), Kayne Anderson Rudnick Investment Management LLC ($117.2M) and State Street Corp. ($86.6M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

Company
Triumph Financial Inc.
CUSIP
89679E300
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200250 Q1 2024: 177Q1 2024Q2 2024: 191Q2 2024Q3 2024: 210Q3 2024Q4 2024: 213Q4 2024Q1 2025: 207Q1 2025Q2 2025: 210Q2 2025Q3 2025: 194Q3 2025Q4 2025: 205Q4 2025Q1 2026: 216Q1 2026Q2 2026: 231Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions29$35.7M
Exits21$6.3M

All 13F filers, Q4 2025 → Q1 2026: 2,114,889 shares bought and 1,625,087 shares sold, net +489,802 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 216 holders

BlackRock, Inc. 0.00% Reduce -0.2% 3,307,986 $197.4M
Kayne Anderson Rudnick Investment Management LLC 0.34% Reduce -6.8% 1,964,575 $117.2M
State Street Corp. 0.00% Add +9.9% 1,452,113 $86.6M
AltraVue Capital, LLC 7.36% Reduce -5.5% 1,431,717 $85.4M
Thrivent Financial for Lutherans 0.16% Reduce -2.7% 1,339,376 $79.9M
Vanguard Capital Management LLC 0.00% — 998,888 $59.6M
Vanguard Portfolio Management LLC 0.00% — 873,584 $52.1M
Dimensional Fund Advisors LP 0.01% Add +0.4% 832,146 $49.6M
Barrow Hanley Mewhinney & Strauss LLC 0.15% Reduce -6.0% 763,216 $45.5M
Frontier Capital Management Co. LLC 0.40% Reduce -14.3% 644,777 $38.5M
Citadel Advisors 0.03% Add +5.0% 615,605 $36.7M
Geode Capital Management, LLC 0.00% Add +2.7% 546,859 $32.6M
Diamond Hill Capital Management, LLC (Investment Advisor) 0.20% Add +22.5% 538,827 $32.1M
Ranger Investment Management, L.P. 2.26% Add +48.5% 523,251 $31.2M
American Century Companies Inc. 0.01% Reduce -33.3% 478,451 $28.5M
Bank of America Corp. 0.00% Add +13.1% 460,088 $27.4M
Investment Management Associates Inc. 5.72% Add +4.1% 354,002 $21.1M
Morgan Stanley 0.00% Add +34.2% 336,413 $20.1M
Charles Schwab Investment Management Inc. 0.00% Add +0.6% 291,208 $17.4M
UBS Group AG 0.00% Add +163.1% 269,765 $16.1M
Goldman Sachs Group Inc. 0.00% Add +106.6% 268,297 $16.0M
Northern Trust Corp. 0.00% Add +5.3% 238,200 $14.2M
Luxor Capital Group, LP 2.22% Reduce -68.6% 232,299 $13.9M
Wells Fargo & Company 0.00% Reduce -13.6% 194,949 $11.6M
Peregrine Capital Management LLC 0.40% Reduce -8.9% 179,922 $10.7M
Marshall Wace, LLP 0.01% Reduce -29.3% 173,645 $10.4M
Earnest Partners LLC 0.04% Reduce -5.0% 154,299 $9.2M
Russell Investments Group, Ltd. 0.01% Add +37.6% 153,075 $9.1M
Vanguard Fiduciary Trust Co. 0.00% — 151,497 $9.0M
Brevan Howard Capital Management LP 0.09% New 150,000 $8.9M
Legato Capital Management LLC 0.72% No change 132,714 $7.9M
New York State Common Retirement Fund 0.01% No change 127,721 $7.6M
NFC Investments, LLC 2.12% Add +0.3% 127,533 $7.6M
Bank of New York Mellon Corp 0.00% Reduce -3.8% 122,213 $7.3M
Jacobs Asset Management, LLC 4.20% Add +922.0% 117,500 $7.0M
Banc Funds Co. LLC 1.30% No change 117,136 $7.0M
WCM Investment Management, LLC 0.02% Add +31.1% 117,512 $6.6M
First Sabrepoint Capital Management LP 2.70% Add +23.4% 110,659 $6.6M
Philadelphia Financial Management of San Francisco, LLC 2.11% New 110,527 $6.6M
Principal Financial Group Inc. 0.00% Add +2.2% 110,172 $6.6M
ArrowMark Colorado Holdings LLC 0.17% Add +114.3% 107,836 $6.4M
Envestnet Asset Management Inc. 0.00% Reduce -2.6% 106,319 $6.3M
Citigroup Inc. 0.00% Add +46.3% 104,369 $6.2M
Ameriprise Financial Inc. 0.00% Add +173.4% 103,134 $6.2M
Boothbay Fund Management, LLC 0.14% New 97,819 $5.8M
Sei Investments Co. 0.01% Reduce -10.9% 97,815 $5.8M
Voloridge Investment Management, LLC 0.02% Reduce -26.1% 93,615 $5.6M
Eight 31 Financial, LLC 3.23% No change 89,525 $5.3M
Barclays PLC 0.00% Add +88.4% 88,803 $5.3M
Public Sector Pension Investment Board 0.01% Add +3.5% 80,912 $4.8M
Invesco Ltd. 0.00% Add +6.4% 71,802 $4.3M
Sippican Capital Advisors 2.88% Reduce -3.5% 70,423 $4.2M
Hodges Capital Management Inc. 0.34% Add +11.0% 68,965 $4.1M
Rhumbline Advisers 0.00% Add +1.9% 63,211 $3.8M
Royal Bank of Canada 0.00% Add +48.8% 61,529 $3.7M
Cerity Partners LLC 0.00% Add +0.3% 58,333 $3.5M
Deutsche Bank AG 0.00% Add +3.8% 57,972 $3.5M
Nomura Asset Management International Inc. 0.01% Add +6.5% 57,523 $3.4M
Womack Financial LLC 2.27% Add +6.9% 51,755 $3.1M
Legal & General Group Plc 0.00% Reduce -12.0% 50,299 $3.0M
Nuveen, LLC 0.00% Add +5.0% 49,764 $3.0M
LPL Financial LLC 0.00% Add +3.5% 44,554 $2.7M
Swiss National Bank 0.00% No change 44,500 $2.7M
Financial Gravity Asset Management, Inc. 0.44% No change 41,557 $2.5M
Tudor Investment Corporation 0.01% New 40,505 $2.4M
Fifth Third Bancorp 0.00% Add +13344.8% 40,200 $2.4M
Sovereign's Capital Management, LLC 1.75% Reduce -3.9% 39,740 $2.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +0.7% 39,587 $2.4M
PMC FIG Opportunities LLC 3.51% New 37,988 $2.3M
Orchard Capital Management, LLC 2.72% No change 34,821 $2.1M
KBC Group NV 0.01% Add +3946.8% 33,224 $2.0M
Susquehanna International Group, LLP 0.00% Add +95.6% 31,908 $1.9M
Empirical Capital Management, LLC 1.09% Add +46.9% 30,450 $1.8M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% New 30,170 $1.8M
Rafferty Asset Management, LLC 0.01% Reduce -2.2% 29,672 $1.8M
T. Rowe Price Associates Inc. 0.00% Add +15.3% 28,697 $1.7M
Tectonic Advisors LLC 0.09% Add +29.7% 28,381 $1.7M
Jane Street Group, LLC 0.00% New 27,298 $1.6M
Alliancebernstein L.P. 0.00% Add +0.0% 25,932 $1.6M
Stifel Financial Corp. 0.00% Add +6.3% 25,823 $1.5M
Hudson Bay Capital Management LP 0.01% Add +65.1% 24,764 $1.5M
Daiwa Securities Group Inc. 0.00% Reduce -17.8% 24,411 $1.5M
Rosenthal | Henry Capital Advisors, Inc. 1.40% No change 24,000 $1.4M
Susquehanna Fundamental Investments, LLC 0.05% New 23,557 $1.4M
Prudential Financial Inc. 0.00% Add +10.0% 23,485 $1.4M
California State Teachers Retirement System 0.00% Reduce -6.6% 21,047 $1.3M
Numerai GP LLC 0.12% Reduce -12.4% 20,235 $1.2M
Americana Partners, LLC 0.03% Add +2.9% 19,296 $1.2M
CANADA LIFE ASSURANCE Co 0.00% No change 18,393 $1.1M
JPMorgan Chase & Co. 0.00% Add +7.5% 19,402 $1.1M
VANGUARD ASSET MANAGEMENT, Ltd 0.00% — 18,152 $1.1M
West Michigan Advisors, LLC 0.23% No change 17,600 $1.1M
Vident Advisory, LLC 0.01% New 16,746 $999K
Quantinno Capital Management LP 0.00% Add +111.2% 16,181 $965K
SG Americas Securities, LLC 0.00% Reduce -82.8% 16,043 $957K
Cetera Investment Advisers 0.00% Add +4.7% 14,423 $860K
Persistent Asset Partners Ltd 0.33% New 14,193 $847K
State of Wisconsin Investment Board 0.00% Reduce -0.7% 13,708 $818K
D. E. Shaw & Co. 0.00% Reduce -70.3% 12,990 $775K
Gsa Capital Partners LLP 0.05% New 12,374 $738K
AQR Capital Management 0.00% Add +17.8% 12,368 $738K
MetLife Investment Management, LLC 0.00% Reduce -0.8% 12,290 $733K
&partners 0.00% Add +5.9% 11,695 $686K
Illinois Municipal Retirement Fund 0.01% Add +3.6% 11,319 $675K
State of Alaska, Department of Revenue 0.01% Reduce -2.4% 11,224 $669K
First Trust Advisors LP 0.00% Reduce -10.1% 11,139 $665K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +1.6% 10,668 $636K
Janus Henderson Group PLC 0.00% No change 10,269 $613K
Louisiana State Employees Retirement System 0.01% Reduce -2.9% 10,000 $597K
Manufacturers Life Insurance Company, The 0.00% Reduce -2.5% 9,281 $554K
Vanguard Global Advisers, LLC 0.00% — 9,012 $538K
HSBC Holdings PLC 0.00% Reduce -61.7% 9,000 $532K
Commerce Advisors, LLC 0.41% — 8,225 $491K
Toronto Dominion Bank 0.00% New 7,957 $475K
Schonfeld Strategic Advisors LLC 0.00% Add +78.2% 7,871 $470K
Callan Family Office, LLC 0.01% Add +53.4% 7,721 $461K
US Bancorp \de 0.00% Reduce -29.9% 7,567 $451K
Kings Path Partners LLC 0.15% Add +29.4% 7,255 $433K
Neuberger Berman Group LLC 0.00% Reduce -10.3% 7,123 $425K
Amalgamated Bank 0.00% Reduce -0.7% 6,511 $388K
Nomura Holdings Inc. 0.00% New 6,432 $384K
Brooklyn Investment Group 0.01% Reduce -3.6% 6,429 $384K
Natixis 0.00% New 6,250 $373K
Police & Firemen's Retirement System of New Jersey 0.00% No change 6,206 $370K
Arizona State Retirement System 0.00% Reduce -2.7% 6,205 $370K
State Board of Administration of Florida Retirement System 0.00% No change 6,193 $369K
Central Pacific Bank - Trust Division 0.05% No change 6,157 $367K
Yousif Capital Management, LLC 0.00% Reduce -0.3% 6,033 $360K
Teachers Retirement System of the State of Kentucky 0.00% No change 5,675 $339K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Add +0.0% 5,590 $333K
M&T Bank Corp 0.00% Reduce -35.6% 5,412 $323K
Creative Planning 0.00% Reduce -12.4% 5,296 $316K
Atria Investments, Inc 0.00% Reduce -11.0% 5,230 $312K
Gibbs Wealth Management 0.04% New 5,222 $312K
State of Tennessee, Department of Treasury 0.00% No change 5,173 $309K
Vanguard Investments Australia, Ltd. 0.00% — 5,154 $307K
Oregon Public Employees Retirement Fund 0.00% No change 5,149 $307K
BNP Paribas Financial Markets 0.00% Reduce -0.9% 5,014 $299K
Jefferies Financial Group Inc. 0.00% Add +17.3% 4,900 $292K
KLP Kapitalforvaltning As 0.00% No change 4,800 $286K
Intech Investment Management LLC 0.00% Reduce -36.1% 4,739 $283K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -2.1% 4,723 $282K
Handelsbanken Fonder AB 0.00% No change 4,700 $280K
New York State Teachers Retirement System 0.00% Reduce -13.8% 4,670 $279K
Linden Thomas Advisory Services, LLC 0.03% New 4,659 $278K
Franklin Resources Inc. 0.00% New 4,080 $243K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 3,998 $239K
Voya Investment Management LLC 0.00% Reduce -3.5% 3,991 $238K
Walleye Trading LLC 0.00% Add +40.1% 3,926 $234K
Janney Montgomery Scott LLC 0.00% Add +3.9% 3,888 $232K
Red Door Wealth Management, LLC 0.02% No change 3,725 $222K
Victory Capital Management Inc. 0.00% Add +14.5% 3,697 $221K
XTX Topco Ltd 0.00% Reduce -23.4% 3,671 $219K
FMR LLC 0.00% Reduce -9.9% 3,572 $213K
ProShare Advisors LLC 0.00% Reduce -20.0% 3,532 $211K
Nisa Investment Advisors, LLC 0.00% Reduce -1.2% 3,458 $206K
Public Employees Retirement Association of Colorado 0.00% No change 2,863 $171K
Simplex Trading, LLC 0.01% Add +81.4% 2,761 $165K
Osaic Holdings, Inc. 0.00% Reduce -0.1% 2,738 $163K
Ameritas Investment Partners, Inc. 0.00% No change 1,897 $113K
Tower Research Capital LLC (TRC) 0.00% Add +85.4% 1,724 $103K
PNC Financial Services Group, Inc. 0.00% Reduce -13.4% 1,686 $101K
Clearstead Advisors, LLC 0.00% New 1,533 $91K
Rockefeller Capital Management L.P. 0.00% Add +369.8% 1,480 $88K
Quantbot Technologies LP 0.00% Reduce -75.8% 1,207 $72K
Group One Trading LLC 0.00% New 750 $45K
Pinnacle Wealth Planning Services, Inc. 0.00% Add +2.7% 689 $41K
Sterling Capital Management LLC 0.00% Reduce -39.0% 481 $29K
Cwm, LLC 0.00% Add +5.9% 448 $27K
Farther Finance Advisors, LLC 0.00% Reduce -11.8% 433 $26K
GAMMA Investing LLC 0.00% Reduce -21.6% 433 $26K
Salomon & Ludwin, LLC 0.00% Add +149.4% 409 $25K
Versant Capital Management, Inc 0.00% Add +832.4% 345 $21K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +23.9% 322 $19K
Quadrant Capital Group LLC 0.00% No change 285 $17K
CENTRAL TRUST Co 0.00% No change 272 $16K
Hantz Financial Services, Inc. 0.00% Add +52.7% 258 $15K
Signaturefd, LLC 0.00% No change 243 $14K
UMB Bank, n.a. 0.00% Add +6.1% 208 $12K
Park Place Capital Corp 0.00% New 200 $12K
Quent Capital, LLC 0.00% No change 200 $12K
Bessemer Group Inc. 0.00% No change 174 $11K
Advisory Services Network, LLC 0.00% New 182 $11K
Jones Financial Companies LLLP 0.00% Add +163.9% 161 $9K
Northwestern Mutual Wealth Management Co. 0.00% No change 145 $9K
Los Angeles Capital Management LLC 0.00% Reduce -95.3% 132 $8K
Financial Network Wealth Advisors LLC 0.01% New 125 $7K
Wolff Wiese Magana LLC 0.00% No change 105 $6K
Harbor Investment Advisory, LLC 0.00% New 105 $6K
Smartleaf Asset Management LLC 0.00% Reduce -35.1% 96 $5K
Harbor Capital Advisors, Inc. 0.00% Add +7.7% 84 $5K
Lanark Financial, Inc. 0.00% No change 78 $5K
Larson Financial Group LLC 0.00% Reduce -32.3% 65 $4K
Allworth Financial LP 0.00% New 65 $4K
Parkside Financial Bank & Trust 0.00% Add +1.7% 59 $4K
EverSource Wealth Advisors, LLC 0.00% Reduce -77.9% 57 $3K
Ancora Advisors LLC 0.00% No change 50 $3K
Hilton Head Capital Partners, LLC 0.00% Reduce -34.4% 42 $3K
Huntington National Bank 0.00% No change 41 $2K
Rothschild Investment LLC 0.00% Reduce -12.2% 36 $2K
MassMutual Private Wealth & Trust, FSB 0.00% No change 36 $2K
Bare Financial Services, Inc 0.00% Reduce -54.8% 33 $2K
Root Financial Partners, LLC 0.00% Add +450.0% 22 $1K
Keating Financial Advisory Services, Inc. 0.00% New 18 $1K
Farmers & Merchants Investments Inc. 0.00% Reduce -12.5% 14 $835
True Wealth Design, LLC 0.00% No change 11 $657
Gilpin Wealth Management, LLC 0.00% Add +150.0% 5 $299
Ankerstar Wealth, LLC 0.00% No change 5 $298
Federated Hermes, Inc. 0.00% No change 5 $298
MAI Capital Management 0.00% New 4 $239
SJS Investment Consulting Inc. 0.00% New 4 $239
Essential Partners LLC 0.00% New 2 $119
IFP Advisors, Inc 0.00% No change 1 $60
Twin Peaks Wealth Advisors, LLC 0.00% New 1 $60
Rialto Wealth Management, LLC 0.00% No change 1 $60
Covestor Ltd 0.00% No change 1 $0

"% of holder's portfolio" is TFIN's weight in each manager's 13F, not the share of Triumph Financial Inc. the manager owns.