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Triumph Financial Inc (TFIN)

CUSIP: 89679E300 | NYSE | Financial Services · Banks - Regional | Small Cap | 637 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Dimensional Fund Advisors LP854,853
0.0% of portfolio›$51.3M
Investment Management Associates Inc354,462
4.3% of portfolio›$21.3M
Principal Financial Group Inc109,240
0.0% of portfolio›$6.6M
Citigroup Inc73,928
0.0% of portfolio›$4.4M
Sippican Capital Advisors65,783
2.6% of portfolio›$3.9M
Womack Financial LLC53,011
2.1% of portfolio›$3.2M
Empirical Capital Management, LLC50,001
0.0% of portfolio›$3.0K
Tectonic Advisors LLC36,474
0.1% of portfolio›$2.2M
KBC Group NV33,224
0.0% of portfolio›$2.0K
Rosenthal | Henry Capital Advisors, Inc.24,000
1.3% of portfolio›$1.4M
Imc-Chicago, LLC20,030
0.0% of portfolio›$1.2M
Americana Partners, LLC19,372
0.0% of portfolio›$1.2M
Daiwa Securities Group Inc.18,617
0.0% of portfolio›$1.1M
Integrity Alliance, Llc.18,399
0.0% of portfolio›$1.1M
State of New Jersey Common Pension Fund D15,865
0.0% of portfolio›$951.7K
Illinois Municipal Retirement Fund12,555
0.0% of portfolio›$753.2K
Louisiana State Employees Retirement System9,700
0.0% of portfolio›$581.9K
Simplex Trading, LLC8,451
0.0% of portfolio›$507.0K
Commerce Advisors, LLC7,914
0.2% of portfolio›$474.8K
Kings Path Partners LLC7,255
0.1% of portfolio›$435.2K
Arizona State Retirement System6,370
0.0% of portfolio›$382.1K
Cambridge Investment Research Advisors, Inc.6,172
0.0% of portfolio›$370
Amalgamated Bank5,897
0.0% of portfolio›$354
Yousif Capital Management, LLC5,778
0.0% of portfolio›$346.6K
New York State Teachers Retirement System5,421
0.0% of portfolio›$325
Creative Planning5,377
0.0% of portfolio›$322.6K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS5,348
0.0% of portfolio›$320.8K
Oregon Public Employees Retirement Fund5,049
0.0% of portfolio›$302.9K
State of Alaska, Department of Revenue4,726
0.0% of portfolio›$282
Linden Thomas Advisory Services, LLC4,531
0.0% of portfolio›$271.8K
CenterBook Partners LP4,276
0.0% of portfolio›$256.5K
BIP Wealth, LLC4,030
0.0% of portfolio›$241.8K
StoneX Group Inc.3,708
0.0% of portfolio›$237.0K
Nisa Investment Advisors, LLC2,256
0.0% of portfolio›$135.3K
Madden Securities Corp1,225
0.0% of portfolio›$73.5K
Gamma Investing LLC718
0.0% of portfolio›$43.1K
Pinnacle Wealth Planning Services, Inc.701
0.0% of portfolio›$42.1K
Sterling Capital Management LLC608
0.0% of portfolio›$36.5K
Versant Capital Management, Inc420
0.0% of portfolio›$25.2K
Farther Finance Advisors, LLC399
0.0% of portfolio›$23.9K
Salomon & Ludwin, LLC358
0.0% of portfolio›$21.5K
Signaturefd, LLC243
0.0% of portfolio›$14.6K
Wolff Wiese Magana LLC103
0.0% of portfolio›$6.2K
Harbor Capital Advisors, Inc.90
0.0% of portfolio›$5
Larson Financial Group LLC87
0.0% of portfolio›$5.2K
Lanark Financial, Inc.78
0.0% of portfolio›$4.7K
Parkside Financial Bank & Trust69
0.0% of portfolio›$4.1K
Financial Network Wealth Advisors LLC66
0.0% of portfolio›$4.0K
Elyxium Wealth, LLC59
0.0% of portfolio›$3.5K
EverSource Wealth Advisors, LLC58
0.0% of portfolio›$3.5K
Mather Group, Llc.47
0.0% of portfolio›$2.8K
SJS Investment Consulting Inc.46
0.0% of portfolio›$2.8K
Jcsd Capital, LLC43
0.0% of portfolio›$2.6K
MassMutual Private Wealth & Trust, FSB36
0.0% of portfolio›$2.2K
Bare Financial Services, Inc33
0.0% of portfolio›$2.0K
Financial Consulate, Inc33
0.0% of portfolio›$2.0K
Parallel Advisors, LLC26
0.0% of portfolio›$1.6K
Caitong International Asset Management Co., Ltd23
0.0% of portfolio›$1.4K
Root Financial Partners, LLC22
0.0% of portfolio›$1.3K
Farmers & Merchants Investments Inc21
0.0% of portfolio›$1.3K
Ascentis Wealth Management, LLC16
0.0% of portfolio›$959
True Wealth Design, LLC11
0.0% of portfolio›$660
JFS Wealth Advisors, LLC6
0.0% of portfolio›$360
Assetmark, Inc4
0.0% of portfolio›$240
Gilpin Wealth Management, LLC2
0.0% of portfolio›$120
Essential Partners LLC2
0.0% of portfolio›$120
IFP Advisors, Inc1
0.0% of portfolio›$60
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
854,853$51.3M0.0%IndexLowAustin, TX2026-11-04
Investment Management Associates Inc
354,462$21.3M4.3%Deep ValueMediumGreenwood Village, CO2026-10-29
Principal Financial Group Inc
109,240$6.6M0.0%CoreLowDes Moines, IA2026-11-02
Citigroup Inc
73,928$4.4M0.0%CoreMediumNew York, NY2026-11-04
Sippican Capital Advisors
65,783$3.9M2.6%ValueLowBoston, MA2026-10-23
Womack Financial LLC
53,011$3.2M2.1%CoreVery LowDallas, TX2026-10-14
Empirical Capital Management, LLC
50,001$3.0K0.0%GARPMediumHendersonville, TN2026-10-27
Tectonic Advisors LLC
36,474$2.2M0.1%YieldLowFrisco, TX2026-10-22
KBC Group NV
33,224$2.0K0.0%CoreMediumBrussels, Czech Republic2026-10-22
Rosenthal | Henry Capital Advisors, Inc.
24,000$1.4M1.3%Deep ValueLowMishawaka, IN2026-10-27
Imc-Chicago, LLC
20,030$1.2M0.0%GARPVery HighChicago, IL2026-11-05
Americana Partners, LLC
19,372$1.2M0.0%CoreMediumHouston, TX2026-10-28
Daiwa Securities Group Inc.
18,617$1.1M0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Integrity Alliance, Llc.
18,399$1.1M0.0%ETFMediumUrbandale, IA2026-10-29
State of New Jersey Common Pension Fund D
15,865$951.7K0.0%CoreLowTrenton, NJ2026-11-05
Illinois Municipal Retirement Fund
12,555$753.2K0.0%CoreMediumOak Brook, IL2026-11-05
Louisiana State Employees Retirement System
9,700$581.9K0.0%IndexLowBaton Rouge, LA2026-10-20
Simplex Trading, LLC
8,451$507.0K0.0%CoreVery HighChicago, IL2026-11-04
Commerce Advisors, LLC
7,914$474.8K0.2%ETFLowMemphis, TN2026-10-19
Kings Path Partners LLC
7,255$435.2K0.1%ETFVery LowSugar Land, TX2026-10-21
Arizona State Retirement System
6,370$382.1K0.0%IndexVery LowPhoenix, AZ2026-11-03
Cambridge Investment Research Advisors, Inc.
6,172$3700.0%ETFLowFairfield, IA2026-11-02
Amalgamated Bank
5,897$3540.0%CoreVery LowNew York, NY2026-10-23
Yousif Capital Management, LLC
5,778$346.6K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
New York State Teachers Retirement System
5,421$3250.0%CoreVery LowAlbany, NY2026-10-22
Creative Planning
5,377$322.6K0.0%IndexVery LowOverland Park, KS2026-11-02
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
5,348$320.8K0.0%CoreLowHarrisburg, PA2026-11-03
Oregon Public Employees Retirement Fund
5,049$302.9K0.0%IndexVery LowTigard, OR2026-10-30
State of Alaska, Department of Revenue
4,726$2820.0%CoreVery LowJuneau, AK2026-10-15
Linden Thomas Advisory Services, LLC
4,531$271.8K0.0%CoreLowCharlotte, NC2026-10-19
CenterBook Partners LP
4,276$256.5K0.0%ValueVery HighGreenwich, CT2026-11-02
BIP Wealth, LLC
4,030$241.8K0.0%ETFMediumAtlanta, GA2026-10-22
StoneX Group Inc.
3,708$237.0K0.0%ETFMediumNew York, NY2026-11-03
Nisa Investment Advisors, LLC
2,256$135.3K0.0%IndexVery LowSt. Louis, MO2026-10-20
Madden Securities Corp
1,225$73.5K0.0%GrowthMediumDallas, TX2026-10-27
Gamma Investing LLC
718$43.1K0.0%IndexVery LowFoster City, CA2026-10-08
Pinnacle Wealth Planning Services, Inc.
701$42.1K0.0%GARPLowMansfield, OH2026-10-27
Sterling Capital Management LLC
608$36.5K0.0%GARPMediumCharlotte, NC2026-10-22
Versant Capital Management, Inc
420$25.2K0.0%GARPLowPhoenix, AZ2026-10-02
Farther Finance Advisors, LLC
399$23.9K0.0%IndexLowSan Francisco, CA2026-10-08
Salomon & Ludwin, LLC
358$21.5K0.0%ETFVery LowRichmond, VA2026-10-29
Signaturefd, LLC
243$14.6K0.0%IndexLowAtlanta, GA2026-10-23
Wolff Wiese Magana LLC
103$6.2K0.0%GrowthLowCarslbad, CA2026-10-15
Harbor Capital Advisors, Inc.
90$50.0%ValueHighChicago, IL2026-10-22
Larson Financial Group LLC
87$5.2K0.0%GrowthLowSt Louis, MO2026-11-05
Lanark Financial, Inc.
78$4.7K0.0%CoreMediumBirmingham, AL2026-10-26
Parkside Financial Bank & Trust
69$4.1K0.0%CoreVery LowSaint Louis, MO2026-10-27
Financial Network Wealth Advisors LLC
66$4.0K0.0%ETFLowMurray, UT2026-10-28
Elyxium Wealth, LLC
59$3.5K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
EverSource Wealth Advisors, LLC
58$3.5K0.0%CoreMediumBirmingham, AL2026-11-04
Mather Group, Llc.
47$2.8K0.0%ETFMediumChicago, IL2026-10-14
SJS Investment Consulting Inc.
46$2.8K0.0%ETFVery LowSylvania, OH2026-10-26
Jcsd Capital, LLC
43$2.6K0.0%Deep ValueMediumWalnut Creek, CA2026-10-16
MassMutual Private Wealth & Trust, FSB
36$2.2K0.0%CoreLowSpringfield, MA2026-10-05
Bare Financial Services, Inc
33$2.0K0.0%ETFVery LowGap, PA2026-11-04
Financial Consulate, Inc
33$2.0K0.0%ETFLowHunt Valley, MD2026-10-23
Parallel Advisors, LLC
26$1.6K0.0%IndexLowSan Francisco, CA2026-11-03
Caitong International Asset Management Co., Ltd
23$1.4K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Root Financial Partners, LLC
22$1.3K0.0%ETFMediumEncinitas, CA2026-10-21
Farmers & Merchants Investments Inc
21$1.3K0.0%CoreVery LowLincoln, NE2026-10-22
Ascentis Wealth Management, LLC
16$9590.0%Agg GrowthLowDallas, TX2026-11-03
True Wealth Design, LLC
11$6600.0%ETFMediumAkron, OH2026-10-13
JFS Wealth Advisors, LLC
6$3600.0%ETFVery LowHermitage, PA2026-11-03
Assetmark, Inc
4$2400.0%ETFLowConcord, CA2026-10-21
Gilpin Wealth Management, LLC
2$1200.0%GrowthLowDenver, CO2026-10-09
Essential Partners LLC
2$1200.0%ValueMediumRancho Santa Fe, CA2026-10-14
IFP Advisors, Inc
1$600.0%GrowthLowTampa, FL2026-10-16