Charles Schwab
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Charles Schwab’s Triumph Financial Inc TFIN Stock Holding History

Charles Schwab’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 		$17.4M Buy
291,208
+1,781
+0.6% +$111K ﹤0.01% 1818
2025
Q4 		$18.1M Buy
289,427
+25,427
+10% +$1.42M ﹤0.01% 1810
2025
Q3 		$13.2M Buy
264,000
+19,135
+8% +$1.13M ﹤0.01% 1971
2025
Q2 		$13.5M Buy
244,865
+38,000
+18% +$2.12M ﹤0.01% 1865
2025
Q1 		$12M Buy
206,865
+7,794
+4% +$568K ﹤0.01% 1867
2024
Q4 		$18.1M Buy
199,071
+3,539
+2% +$329K ﹤0.01% 1752
2024
Q3 		$15.6M Buy
195,532
+7,021
+4% +$586K ﹤0.01% 1830
2024
Q2 		$15.4M Buy
188,511
+5,909
+3% +$440K ﹤0.01% 1822
2024
Q1 		$14.5M Buy
182,602
+5,446
+3% +$411K ﹤0.01% 1794
2023
Q4 		$14.2M Buy
177,156
+2,347
+1% +$159K ﹤0.01% 1805
2023
Q3 		$11.3M Buy
174,809
+6,539
+4% +$431K ﹤0.01% 1844
2023
Q2 		$10.2M Sell
168,270
-4,833
-3% -$266K ﹤0.01% 1899
2023
Q1 		$10.1M Buy
173,103
+2,128
+1% +$122K ﹤0.01% 1875
2022
Q4 		$8.36M Buy
170,975
+1,768
+1% +$95.5K ﹤0.01% 1967
2022
Q3 		$9.2M Buy
169,207
+984
+0.6% +$64.7K ﹤0.01% 1886
2022
Q2 		$10.5M Sell
168,223
-3,815
-2% -$270K ﹤0.01% 1814
2022
Q1 		$16.2M Buy
172,038
+4,480
+3% +$441K ﹤0.01% 1692
2021
Q4 		$20M Buy
167,558
+3,616
+2% +$433K 0.01% 1581
2021
Q3 		$16.4M Buy
163,942
+5,664
+4% +$454K 0.01% 1730
2021
Q2 		$11.8M Buy
158,278
+4,072
+3% +$347K ﹤0.01% 1915
2021
Q1 		$11.9M Buy
154,206
+4,677
+3% +$325K ﹤0.01% 1849
2020
Q4 		$7.26M Sell
149,529
-1
-0% -$45 ﹤0.01% 2040
2020
Q3 		$4.66M Buy
149,530
+1,295
+0.9% +$35.4K ﹤0.01% 2095
2020
Q2 		$3.6M Buy
148,235
+2,697
+2% +$66.1K ﹤0.01% 2183
2020
Q1 		$3.78M Buy
145,538
+1,302
+0.9% +$45.1K ﹤0.01% 1968
2019
Q4 		$5.48M Sell
144,236
-3,208
-2% -$111K ﹤0.01% 1969
2019
Q3 		$4.7M Buy
147,444
+2,449
+2% +$73.9K ﹤0.01% 1993
2019
Q2 		$4.21M Buy
144,995
+6,139
+4% +$183K ﹤0.01% 2058
2019
Q1 		$4.08M Buy
138,856
+8,951
+7% +$279K ﹤0.01% 2074
2018
Q4 		$3.86M Sell
129,905
-498
-0.4% -$17.6K ﹤0.01% 2033
2018
Q3 		$4.98M Buy
130,403
+10,516
+9% +$437K ﹤0.01% 2043
2018
Q2 		$4.89M Buy
119,887
+35,314
+42% +$1.43M ﹤0.01% 2013
2018
Q1 		$3.48M Buy
84,573
+8,375
+11% +$328K ﹤0.01% 2111
2017
Q4 		$2.4M Buy
76,198
+3,432
+5% +$108K ﹤0.01% 2247
2017
Q3 		$2.35M Buy
72,766
+43,466
+148% +$1.22M ﹤0.01% 2234
2017
Q2 		$720K Sell
29,300
-26,908
-48% -$624K ﹤0.01% 2574
2017
Q1 		$1.45M Buy
56,208
+1,570
+3% +$41.6K ﹤0.01% 2302
2016
Q4 		$1.43M Sell
54,638
-1,919
-3% -$40.9K ﹤0.01% 2309
2016
Q3 		$1.12M Hold
56,557
– – ﹤0.01% 2379
2016
Q2 		$905K Hold
56,557
– – ﹤0.01% 2385
2016
Q1 		$896K Buy
56,557
+27,053
+92% +$388K ﹤0.01% 2383
2015
Q4 		$487K Buy
29,504
+15,604
+112% +$265K ﹤0.01% 2654
2015
Q3 		$234K Hold
13,900
– – ﹤0.01% 2915
2015
Q2 		$183K Hold
13,900
– – ﹤0.01% 2992
2015
Q1 		$190K Buy
+13,900
New +$181K ﹤0.01% 2962

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

Charles Schwab's TFIN Position: Q1 2026 in Review

Charles Schwab increased its Triumph Financial Inc (TFIN) stake by 0.62% in Q1 2026, buying an estimated $111K and bringing the position to 291,208 shares worth $17.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1818.

Charles Schwab first reported a position in TFIN in Q1 2015 and has held it in 45 quarters since. The position peaked at $20M in Q4 2021. 215 funds tracked by Wall St. Rank hold TFIN as of Q1 2026.

  • Charles Schwab held 291,208 shares of Triumph Financial Inc worth $17.4M as of Q1 2026.
  • Charles Schwab bought 1,781 Triumph Financial Inc shares in Q1 2026, an estimated $111K.
  • Triumph Financial Inc made up ﹤0.01% of Charles Schwab's portfolio in Q1 2026, its #1818 holding.
  • Charles Schwab first reported a position in Triumph Financial Inc in Q1 2015 and has held it in 45 quarters since.
  • Charles Schwab's Triumph Financial Inc position peaked at $20M in Q4 2021.
  • 215 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q1 2026.

Based on Charles Schwab's 13F filing for Q1 2026, filed 15 May 2026.