Company · Ownership research

Triumph Financial, Inc. TFIN

CIK 0001539638 · CUSIP 89679E300

Insider trading Initial holdings Institutional holders

Quarter-end disclosures, not live holdings.

Several CUSIPs are reported for this company; this page shows CUSIP 89679E300 (TFIN), not CUSIP 89679E950 (TFIN), CUSIP 89679E900 (TFIN), and does not merge CUSIPs.

This page lists the top 20 of 216 rows by value; the complete set is available through the API.

Some filings reported values in thousands; those figures were scaled ×1,000 to dollars.

Top 20 institutions

Weight means this stock's share of the manager's own portfolio.

By reported value

#	Manager	Value	Manager weight	Change vs prior	Source
01	BlackRock, Inc. CIK 2012383 · View history	$197.35M 3,307,986 shares	0.00%	-7.26K(-0.20%)Reduced	SEC filing ↗ May 13, 2026	▾
02	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 1021223 · View history	$117.21M 1,964,575 shares	0.34%	-143.70K(-6.80%)Reduced	SEC filing ↗ May 14, 2026	▾
03	STATE STREET CORP CIK 93751 · View history	$86.63M 1,452,113 shares	0.00%	+131.05K(+9.90%)Added	SEC filing ↗ May 15, 2026	▾
04	AltraVue Capital, LLC CIK 1740837 · View history	$85.42M 1,431,717 shares	7.36%	-84.16K(-5.60%)Reduced	SEC filing ↗ May 13, 2026	▾
05	Thrivent Financial for Lutherans CIK 314984 · View history	$79.91M 1,339,376 shares	0.15%	-37.48K(-2.70%)Reduced	SEC filing ↗ May 1, 2026	▾
06	VANGUARD CAPITAL MANAGEMENT LLC CIK 2100119 · Amended · View history	$59.59M 998,888 shares	0.00%	—	SEC filing ↗ May 15, 2026	▾
07	VANGUARD PORTFOLIO MANAGEMENT LLC CIK 2100121 · Amended · View history	$52.12M 873,584 shares	0.00%	—	SEC filing ↗ May 8, 2026	▾
08	DIMENSIONAL FUND ADVISORS LP CIK 354204 · View history	$49.64M 832,146 shares	0.01%	+3.53K(+0.40%)Added	SEC filing ↗ May 7, 2026	▾
09	BARROW HANLEY MEWHINNEY & STRAUSS LLC CIK 313028 · View history	$45.53M 763,216 shares	0.15%	-48.26K(-5.90%)Reduced	SEC filing ↗ May 13, 2026	▾
10	FRONTIER CAPITAL MANAGEMENT CO LLC CIK 351173 · View history	$38.47M 644,777 shares	0.40%	-107.12K(-14.20%)Reduced	SEC filing ↗ May 15, 2026	▾
11	CITADEL ADVISORS LLC CIK 1423053 · View history	$36.73M 615,605 shares	0.03%	+29.61K(+5.10%)Added	SEC filing ↗ May 15, 2026	▾
12	GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history	$32.63M 546,859 shares	0.00%	+14.18K(+2.70%)Added	SEC filing ↗ May 15, 2026	▾
13	DIAMOND HILL CAPITAL MANAGEMENT INC CIK 1217541 · View history	$32.15M 538,827 shares	0.20%	+98.93K(+22.50%)Added	SEC filing ↗ May 7, 2026	▾
14	Ranger Investment Management, L.P. CIK 1319691 · View history	$31.22M 523,251 shares	2.26%	+170.87K(+48.50%)Added	SEC filing ↗ May 15, 2026	▾
15	AMERICAN CENTURY COMPANIES INC CIK 748054 · View history	$28.54M 478,451 shares	0.01%	-238.52K(-33.30%)Reduced	SEC filing ↗ May 15, 2026	▾
16	BANK OF AMERICA CORP /DE/ CIK 70858 · View history	$27.45M 460,088 shares	0.00%	+53.40K(+13.10%)Added	SEC filing ↗ May 18, 2026	▾
17	INVESTMENT MANAGEMENT ASSOCIATES INC /ADV CIK 52024 · View history	$21.12M 354,002 shares	5.72%	+13.84K(+4.10%)Added	SEC filing ↗ May 7, 2026	▾
18	MORGAN STANLEY CIK 895421 · View history	$20.07M 336,413 shares	0.00%	+85.74K(+34.20%)Added	SEC filing ↗ May 15, 2026	▾
19	CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 884546 · View history	$17.37M 291,208 shares	0.00%	+1.78K(+0.60%)Added	SEC filing ↗ May 15, 2026	▾
20	UBS Group AG CIK 1610520 · View history	$16.09M 269,765 shares	0.00%	+167.24K(+163.10%)Added	SEC filing ↗ May 5, 2026	▾

Showing 20 / 216 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

216

Cancelled or null records excluded

Disclosed shares

24,162,321

Not deduplicated across managers

Disclosed value

$1.44B

Not market cap or free float

Reporting institutions by quarter

Counts also change with data coverage and reporting entities; they do not measure net buying. Distinct managers with a live stock row in this CUSIP; totals may include overlapping filings and are not a share of the company.

Triumph Financial, Inc. · Q1 2026

Explore all 216 reporting institutions.

This page includes 20 of 216 reporting institutions. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.

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Sources, coverage & how to read this data

Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.