Cerity Partners
TFIN icon

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
Q2 		$2.9M Sell
38,054
-20,279
-35% -$1.38M ﹤0.01% 1375
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Cerity Partners's TFIN Position: Q2 2026 in Review

Cerity Partners reduced its Triumph Financial Inc (TFIN) stake by 35% in Q2 2026, selling an estimated $1.38M and leaving 38,054 shares worth $2.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1375.

Cerity Partners first reported a position in TFIN in Q1 2023 and has held it in 4 quarters since. The position peaked at $3.64M in Q4 2025. 231 funds tracked by Wall St. Rank hold TFIN as of Q2 2026.

  • Cerity Partners held 38,054 shares of Triumph Financial Inc worth $2.9M as of Q2 2026.
  • Cerity Partners sold 20,279 Triumph Financial Inc shares in Q2 2026, an estimated $1.38M.
  • Triumph Financial Inc made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1375 holding.
  • Cerity Partners first reported a position in Triumph Financial Inc in Q1 2023 and has held it in 4 quarters since.
  • Cerity Partners's Triumph Financial Inc position peaked at $3.64M in Q4 2025.
  • 231 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.