AI
TFIN icon

Atria Investments’s Triumph Financial Inc TFIN Stock Holding History

Atria Investments’s Portfolio TFIN Stock Details TFIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-5,230
Closed -$312K – 2252
2026
Q1 		$312K Sell
5,230
-646
-11% -$40.4K ﹤0.01% 1732
2025
Q4 		$368K Buy
5,876
+121
+2% +$6.78K ﹤0.01% 1628
2025
Q3 		$288K Buy
5,755
+651
+13% +$38.3K ﹤0.01% 1743
2025
Q2 		$281K Buy
5,104
+243
+5% +$13.5K ﹤0.01% 1747
2025
Q1 		$281K Buy
+4,861
New +$354K ﹤0.01% 1647

Other funds holding TFIN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Atria Investments's TFIN Position: Q2 2026 in Review

Atria Investments sold out of Triumph Financial Inc (TFIN) in Q2 2026, closing a stake of 5,230 shares — an estimated $312K sold.

Atria Investments first reported a position in TFIN in Q1 2025 and held it in 5 quarters. The position peaked at $368K in Q4 2025. 232 funds tracked by Wall St. Rank hold TFIN as of Q2 2026.

  • Atria Investments reported no remaining Triumph Financial Inc position as of Q2 2026 after selling out during the quarter.
  • Atria Investments sold 5,230 Triumph Financial Inc shares in Q2 2026, an estimated $312K.
  • Atria Investments first reported a position in Triumph Financial Inc in Q1 2025 and held it in 5 quarters.
  • Atria Investments's Triumph Financial Inc position peaked at $368K in Q4 2025.
  • 232 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.