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Callan Family Office’s Triumph Financial Inc TFIN Stock Holding History

Callan Family Office’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 		$493K Sell
6,467
-1,254
-16% -$85.3K 0.01% 820
2026
Q1 		$461K Buy
7,721
+2,687
+53% +$168K 0.01% 792
2025
Q4 		$315K Buy
+5,034
New +$282K 0.01% 914
2025
Q3 		– Sell
-6,467
Closed -$356K – 946
2025
Q2 		$356K Buy
+6,467
New +$360K 0.01% 714
2024
Q4 		– Sell
-11,868
Closed -$944K – 633
2024
Q3 		$944K Buy
11,868
+201
+2% +$16.8K 0.16% 72
2024
Q2 		$954K Buy
11,667
+126
+1% +$9.39K 0.18% 60
2024
Q1 		$915K Buy
+11,541
New +$872K 0.21% 45

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

Callan Family Office's TFIN Position: Q2 2026 in Review

Callan Family Office reduced its Triumph Financial Inc (TFIN) stake by 16% in Q2 2026, selling an estimated $85.3K and leaving 6,467 shares worth $493K. The position accounts for 0.01% of the portfolio, ranked #820.

Callan Family Office first reported a position in TFIN in Q1 2024 and has held it in 7 quarters since. The position peaked at $954K in Q2 2024. 231 funds tracked by Wall St. Rank hold TFIN as of Q2 2026.

  • Callan Family Office held 6,467 shares of Triumph Financial Inc worth $493K as of Q2 2026.
  • Callan Family Office sold 1,254 Triumph Financial Inc shares in Q2 2026, an estimated $85.3K.
  • Triumph Financial Inc made up 0.01% of Callan Family Office's portfolio in Q2 2026, its #820 holding.
  • Callan Family Office first reported a position in Triumph Financial Inc in Q1 2024 and has held it in 7 quarters since.
  • Callan Family Office's Triumph Financial Inc position peaked at $954K in Q2 2024.
  • 231 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.