Cetera Investment Advisers
TFIN icon

Cetera Investment Advisers’s Triumph Financial Inc TFIN Stock Holding History

Cetera Investment Advisers’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 		$860K Buy
14,423
+652
+5% +$40.8K ﹤0.01% 3033
2025
Q4 		$862K Sell
13,771
-2,374
-15% -$133K ﹤0.01% 2953
2025
Q3 		$808K Buy
+16,145
New +$951K ﹤0.01% 2964

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

Cetera Investment Advisers's TFIN Position: Q1 2026 in Review

Cetera Investment Advisers increased its Triumph Financial Inc (TFIN) stake by 4.7% in Q1 2026, buying an estimated $40.8K and bringing the position to 14,423 shares worth $860K. The position accounts for ﹤0.01% of the portfolio, ranked #3033.

Cetera Investment Advisers first reported a position in TFIN in Q3 2025 and has held it in 3 quarters since. The position peaked at $862K in Q4 2025. 215 funds tracked by Wall St. Rank hold TFIN as of Q1 2026.

  • Cetera Investment Advisers held 14,423 shares of Triumph Financial Inc worth $860K as of Q1 2026.
  • Cetera Investment Advisers bought 652 Triumph Financial Inc shares in Q1 2026, an estimated $40.8K.
  • Triumph Financial Inc made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #3033 holding.
  • Cetera Investment Advisers first reported a position in Triumph Financial Inc in Q3 2025 and has held it in 3 quarters since.
  • Cetera Investment Advisers's Triumph Financial Inc position peaked at $862K in Q4 2025.
  • 215 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.