Cerity Partners
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Cerity Partners’s Triumph Financial Inc TFIN Stock Holding History

Cerity Partners’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
Q1 		$3.48M Buy
58,333
+144
+0.2% +$9K ﹤0.01% 1184
2025
Q4 		$3.64M Buy
+58,189
New +$3.26M 0.01% 1070
2023
Q2 		– Sell
-114
Closed -$1.42M – 1939
2023
Q1 		$1.42M Buy
+114
New +$6.54K ﹤0.01% 836

Other funds holding TFIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Cerity Partners's TFIN Position: Q1 2026 in Review

Cerity Partners increased its Triumph Financial Inc (TFIN) stake by 0.25% in Q1 2026, buying an estimated $9K and bringing the position to 58,333 shares worth $3.48M. The position accounts for ﹤0.01% of the portfolio, ranked #1184.

Cerity Partners first reported a position in TFIN in Q1 2023 and has held it in 3 quarters since. The position peaked at $3.64M in Q4 2025. 215 funds tracked by Wall St. Rank hold TFIN as of Q1 2026.

  • Cerity Partners held 58,333 shares of Triumph Financial Inc worth $3.48M as of Q1 2026.
  • Cerity Partners bought 144 Triumph Financial Inc shares in Q1 2026, an estimated $9K.
  • Triumph Financial Inc made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #1184 holding.
  • Cerity Partners first reported a position in Triumph Financial Inc in Q1 2023 and has held it in 3 quarters since.
  • Cerity Partners's Triumph Financial Inc position peaked at $3.64M in Q4 2025.
  • 215 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.