Cetera Investment Advisers
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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
Q2 		$1.22M Buy
15,934
+1,511
+10% +$103K ﹤0.01% 2861
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 $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

Cetera Investment Advisers's TFIN Position: Q2 2026 in Review

Cetera Investment Advisers increased its Triumph Financial Inc (TFIN) stake by 10% in Q2 2026, buying an estimated $103K and bringing the position to 15,934 shares worth $1.22M. The position accounts for ﹤0.01% of the portfolio, ranked #2861.

Cetera Investment Advisers first reported a position in TFIN in Q3 2025 and has held it in 4 quarters since. 231 funds tracked by Wall St. Rank hold TFIN as of Q2 2026.

  • Cetera Investment Advisers held 15,934 shares of Triumph Financial Inc worth $1.22M as of Q2 2026.
  • Cetera Investment Advisers bought 1,511 Triumph Financial Inc shares in Q2 2026, an estimated $103K.
  • Triumph Financial Inc made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2861 holding.
  • Cetera Investment Advisers first reported a position in Triumph Financial Inc in Q3 2025 and has held it in 4 quarters since.
  • 231 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.