Security record
TFIN
Triumph Financial, Inc. · Financial Services · Banks - Regional
86Tracked holders
+6Δ holders
14.09MShares held
$1.07BReported value
+10New positions
−4Exits
Momentum inputs (comparable managers):
holder breadth +7.5% ·
share flow -4.0% ·
net new positions +7.0%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 86 | +6 | 14.09M | $1.07B | +10 | −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 | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 3.39M | +2.6% | $259.02M | 0.0% | ▲ Add | 5 | SEC ↗ ×13 |
| 2 | State Street Global Advisors ✦ (passive) | 1.47M | +1.4% | $112.38M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 3 | Kayne Anderson Rudnick Investment… | 1.42M | -27.6% | $108.61M | 0.3% | ▼ Trim | 3 | SEC ↗ ×2 |
| 4 | Vanguard Capital Management Llc | 1.02M | +2.1% | $77.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Dimensional Fund Advisors Lp | 839.37K | +0.9% | $64.05M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 6 | Citadel Advisors ✦ | 614.08K | -0.2% | $46.86M | 0.0% | ▼ Trim | 9 | SEC ↗ ×2 |
| 7 | American Century Companies Inc | 586.99K | +22.7% | $44.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Geode Capital Management ✦ (passive) | 579.89K | +6.0% | $44.26M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 9 | Bank Of America Corp /De/ | 501.32K | +9.0% | $38.26M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 10 | Charles Schwab Investment… | 291.56K | +0.1% | $22.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Northern Trust Corp | 236.19K | -0.8% | $18.02M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 12 | Morgan Stanley ✦ | 233.83K | -30.5% | $17.84M | 0.0% | ▼ Trim | 4 | SEC ↗ ×11 |
| 13 | Goldman Sachs Group ✦ | 209.34K | -22.0% | $15.97M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 14 | Wells Fargo & Company/Mn | 202.01K | +3.6% | $15.42M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 15 | Russell Investments Group, Ltd. | 158.93K | +3.8% | $12.13M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 16 | Ameriprise Financial Inc | 131.51K | +27.5% | $10.04M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 17 | New York State Common Retirement… | 129.12K | +1.1% | $9.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Bank of New York Mellon Corp | 125.46K | +2.7% | $9.57M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 19 | Marshall Wace ✦ | 123.38K | -28.9% | $9.41M | 0.0% | ▼ Trim | 7 | SEC ↗ ×2 |
| 20 | Envestnet Asset Management Inc | 111.42K | +4.8% | $8.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Principal Financial Group Inc | 109.95K | -0.2% | $8.39M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 22 | Citigroup Inc | 107.21K | +2.7% | $8.18M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 23 | UBS Group AG | 92.47K | -65.7% | $7.06M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 24 | Hrt Financial Lp | 91.42K | New | $6.98M | 0.0% | New | 1 | SEC ↗ |
| 25 | Tudor Investment Corp Et Al | 81.44K | +101.1% | $6.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Royal Bank Of Canada | 76.40K | +24.2% | $5.83M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 27 | Invesco Ltd. | 66.48K | -7.4% | $5.07M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 28 | Sei Investments Co | 65.15K | -33.4% | $4.97M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 29 | Nuveen, LLC | 64.02K | +28.6% | $4.89M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 30 | Rhumbline Advisers | 57.47K | -9.1% | $4.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Nomura Asset Management… | 55.40K | -3.7% | $4.23M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Legal & General Group Plc | 50.19K | -0.2% | $3.83M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 33 | Swiss National Bank | 45.30K | +1.8% | $3.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Fifth Third Bancorp | 44.80K | +11.4% | $3.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | LPL Financial LLC | 44.38K | -0.4% | $3.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Universal- Beteiligungs- und… | 40.80K | +35.2% | $3.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | UBS AM, a distinct business unit of… | 39.31K | -0.7% | $3.00M | 0.0% | ▼ Trim | 3 | SEC ↗ ×8 |
| 38 | Jane Street Group, Llc | 39.08K | +43.1% | $2.98M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 39 | Cerity Partners LLC | 38.05K | -34.8% | $2.90M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 40 | T. Rowe Price ✦ | 34.10K | +18.8% | $2.60M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 41 | Deutsche Bank Ag\ | 32.86K | -43.3% | $2.51M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 42 | AQR Capital Management ✦ | 24.97K | +101.9% | $1.91M | 0.0% | ▲ Add | 9 | SEC ↗ ×5 |
| 43 | Squarepoint Ops LLC | 24.56K | New | $1.87M | 0.0% | New | 1 | SEC ↗ |
| 44 | Prudential Financial Inc | 23.80K | +1.3% | $1.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Susquehanna International Group, Llp | 23.01K | -27.9% | $1.76M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Quantinno Capital Management LP | 21.87K | +35.2% | $1.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Daiwa Securities Group Inc. | 20.73K | -15.1% | $1.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | Alliancebernstein L.P. | 25.93K | 0.0% | $1.55M | 0.0% | Held | 3 | SEC ↗ |
| 49 | Stifel Financial Corp | 19.89K | -23.0% | $1.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | D. E. Shaw & Co. ✦ | 18.31K | +41.0% | $1.40M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 51 | State Of Wisconsin Investment Board | 18.15K | +32.4% | $1.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | JPMorgan Chase ✦ | 16.55K | -14.7% | $1.33M | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
| 53 | Cetera Investment Advisers | 15.93K | +10.5% | $1.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | Wcm Investment Management, Llc | 15.01K | -87.2% | $1.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 55 | First Trust Advisors Lp | 13.28K | +19.2% | $1.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | Zurcher Kantonalbank (Zurich… | 10.61K | +165.3% | $809,420 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 10.60K | -0.6% | $809,191 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | IMC-Chicago, LLC | 9.65K | New | $736,468 | 0.0% | New | 1 | SEC ↗ |
| 59 | Barclays Plc | 9.34K | -89.5% | $712,354 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 60 | Nomura Holdings Inc | 9.27K | +44.1% | $707,165 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | Bnp Paribas Financial Markets | 9.14K | +82.3% | $697,550 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 62 | Manufacturers Life Insurance… | 9.08K | -2.2% | $692,742 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 63 | Us Bancorp \De\ | 6.37K | -15.8% | $486,095 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 64 | Creative Planning | 6.23K | +17.6% | $475,488 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 65 | State Board Of Administration Of… | 6.19K | 0.0% | $472,588 | 0.0% | Held | 3 | SEC ↗ |
| 66 | Franklin Resources Inc | 6.09K | +49.2% | $464,423 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 67 | Fidelity (FMR) ✦ | 4.89K | +36.8% | $372,870 | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 68 | Simplex Trading, Llc | 4.83K | +74.8% | $368,272 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 69 | Voya Investment Management Llc | 4.49K | +12.4% | $342,327 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 70 | Two Sigma Investments ✦ | 4.40K | New | $335,764 | 0.0% | New | 1 | SEC ↗ |
| 71 | Victory Capital Management Inc | 3.72K | +0.7% | $284,178 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 72 | ProShare Advisors LLC | 3.29K | -6.8% | $251,060 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 73 | Neuberger Berman Group LLC | 3.16K | -55.7% | $240,911 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 74 | Mercer Global Advisors Inc /Adv | 3.04K | New | $232,288 | 0.0% | New | 1 | SEC ↗ |
| 75 | Pictet Asset Management Holding SA | 3.00K | New | $229,235 | 0.0% | New | 1 | SEC ↗ |
| 76 | Corient Private Wealth LP | 2.98K | New | $227,483 | 0.0% | New | 1 | SEC ↗ |
| 77 | Commonwealth Equity Services, Llc | 2.96K | New | $225,650 | 0.0% | New | 1 | SEC ↗ |
| 78 | Osaic Holdings, Inc. | 2.82K | +3.1% | $215,345 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 79 | Peak6 Llc | 2.11K | New | $161,243 | 0.0% | New | 1 | SEC ↗ |
| 80 | Pnc Financial Services Group, Inc. | 1.70K | +0.7% | $129,575 | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 81 | Rockefeller Capital Management L.P. | 1.63K | +10.3% | $124,537 | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 82 | BNP Paribas Asset Management… | 350 | +8.7% | $26,708 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 83 | Northwestern Mutual Wealth… | 297 | +104.8% | $22,664 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 84 | Jones Financial Companies Lllp | 161 | 0.0% | $12,366 | 0.0% | Held | 3 | SEC ↗ |
| 85 | Optiver Holding B.V. | 122 | New | $9,310 | 0.0% | New | 1 | SEC ↗ |
| 86 | Federated Hermes, Inc. | 3 | -40.0% | $229 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Hrt Financial Lp | $6.98M | 0.0% |
| Squarepoint Ops LLC | $1.87M | 0.0% |
| IMC-Chicago, LLC | $736,468 | 0.0% |
| Two Sigma Investments | $335,764 | 0.0% |
| Mercer Global Advisors Inc… | $232,288 | 0.0% |
| Pictet Asset Management… | $229,235 | 0.0% |
| Corient Private Wealth LP | $227,483 | 0.0% |
| Commonwealth Equity Services… | $225,650 | 0.0% |
| Peak6 Llc | $161,243 | 0.0% |
| Optiver Holding B.V. | $9,310 | 0.0% |
Exited
| Hsbc Holdings Plc | $531,540 | was 0.0% |
| Toronto Dominion Bank | $474,715 | was 0.0% |
| Walleye Trading LLC | $234,225 | was 0.0% |
| Group One Trading Llc | $44,745 | was 0.0% |
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.
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
Aug 13
SC 13G/A — KAYNE ANDERSON RUDNICK INVESTMENT…
Jul 31
SC 13G — VANGUARD CAPITAL MANAGEMENT LLC
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: Q2 2026 ·
Methodology ·
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