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Clearstead Advisors’s Triumph Financial Inc TFIN Stock Holding History

Clearstead Advisors’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 		$117K Buy
1,539
+6
+0.4% +$408 ﹤0.01% 1237
2026
Q1 		$91.5K Buy
+1,533
New +$95.8K ﹤0.01% 1156

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Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
AC
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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

Clearstead Advisors's TFIN Position: Q2 2026 in Review

Clearstead Advisors increased its Triumph Financial Inc (TFIN) stake by 0.39% in Q2 2026, buying an estimated $408 and bringing the position to 1,539 shares worth $117K. The position accounts for ﹤0.01% of the portfolio, ranked #1237.

Clearstead Advisors first reported a position in TFIN in Q1 2026 and has held it in 2 quarters since. 232 funds tracked by Wall St. Rank hold TFIN as of Q2 2026.

  • Clearstead Advisors held 1,539 shares of Triumph Financial Inc worth $117K as of Q2 2026.
  • Clearstead Advisors bought 6 Triumph Financial Inc shares in Q2 2026, an estimated $408.
  • Triumph Financial Inc made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1237 holding.
  • Clearstead Advisors first reported a position in Triumph Financial Inc in Q1 2026 and has held it in 2 quarters since.
  • 232 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.