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Security record · archived quarter

TFIN

Triumph Financial, Inc. · Financial Services · Banks - Regional

73.50 -0.3% mkt cap $1.76B quote delayed (FMP) · as of Aug 25 22:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
10Tracked holders
0Δ holders
2.34MShares held
$135.02MReported value
+0New positions
−0Exits
Stable Conviction score 54/100 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow +0.6% · net new positions 0.0%formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 87 +7 14.09M $1.07B +11 −4
Q1 2026 83 +2 14.70M $876.72M +7 −5
Q4 2025 81 -1 15.34M $960.88M −1
Q3 2025 15 0 7.94M $397.26M −1
Q2 2025 13 0 7.75M $427.04M +1 −1
Q1 2025 10 0 2.34M $135.02M
Q4 2024 10 +1 2.32M $211.11M +1
Q3 2024 8 +1 1.11M $88.09M +1
Q2 2024 7 1.10M $90.33M
Holder count
Who holds it · Q1 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 State Street Global Advisors (passive) 1.29M +2.4% $74.46M 0.0% ▲ Add 2 SEC ↗
2 Geode Capital Management (passive) 530.30K +2.7% $30.66M 0.0% ▲ Add 4 SEC ↗
3 Geode Capital Management (passive) 530.30K +2.7% $30.66M 0.0% ▲ Add 4 SEC ↗
4 Citadel Advisors 139.35K +160.7% $8.05M 0.0% ▲ Add 4 SEC ↗
5 Citadel Advisors 139.35K +160.7% $8.05M 0.0% ▲ Add 4 SEC ↗
6 Marshall Wace 131.79K +456.4% $7.62M 0.0% ▲ Add 2 SEC ↗
7 Marshall Wace 131.79K +456.4% $7.62M 0.0% ▲ Add 2 SEC ↗
8 Marshall Wace 131.79K +456.4% $7.62M 0.0% ▲ Add 2 SEC ↗
9 Wellington Management 99.45K -69.5% $5.75M 0.0% ▼ Trim 4 SEC ↗
10 D. E. Shaw & Co. 63.19K +33.0% $3.65M 0.0% ▲ Add 4 SEC ↗
11 D. E. Shaw & Co. 63.19K +33.0% $3.65M 0.0% ▲ Add 4 SEC ↗
12 Norges Bank (passive) 32.79K -51.5% $1.90M 0.0% ▼ Trim 4 SEC ↗
13 Millennium Management 28.59K +138.6% $1.65M 0.0% ▲ Add 3 SEC ↗
14 T. Rowe Price 16.36K +15.2% $946,000 0.0% ▲ Add 4 SEC ↗
15 AQR Capital Management 5.76K +45.2% $332,929 0.0% ▲ Add 4 SEC ↗
16 AQR Capital Management 5.76K +45.2% $332,929 0.0% ▲ Add 4 SEC ↗
17 AQR Capital Management 5.76K +45.2% $332,929 0.0% ▲ Add 4 SEC ↗
18 AQR Capital Management 5.76K +45.2% $332,929 0.0% ▲ Add 4 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

No new tracked buyers this quarter.

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 208 holders, 22.08M shares, $1.22B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Insider transactions

Open-market purchases (P)

No open-market insider purchases in our coverage window.

Open-market sales (S)

Aug 20 Schreyer Edward Joseph

Officer · 2.90K sh · $213,875

Awards, exercises and tax withholding are never counted as buys or sales here. Methodology

Beneficial ownership
Aug 13 SC 13G/A — KAYNE ANDERSON RUDNICK INVESTMENT…

View original SEC filing ↗

Jul 31 SC 13G — VANGUARD CAPITAL MANAGEMENT LLC

View original SEC filing ↗

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q1 2025 · Methodology · Get this via the API