Commonwealth Equity Services’s Triumph Financial Inc TFIN Stock Holding History

Commonwealth Equity Services’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	$226K	Buy	+2,957	New	+$201K	﹤0.01%	4035
2025 Q4	–	Sell	-5,166	Closed	-$259K	–	4443
2025 Q3	$259K	Buy	+5,166	New	+$304K	﹤0.01%	3760
2025 Q1	–	Sell	-3,113	Closed	-$283K	–	4282
2024 Q4	$283K	Sell	3,113 -1,945	-38%	-$181K	﹤0.01%	3464
2024 Q3	$402K	Sell	5,058 -2,721	-35%	-$227K	﹤0.01%	3091
2024 Q2	$636K	Hold	7,779	–	–	﹤0.01%	2633
2024 Q1	$617K	Buy	7,779 +4,116	+112%	+$311K	﹤0.01%	2645
2023 Q4	$294K	Buy	3,663 +574	+19%	+$38.9K	﹤0.01%	3201
2023 Q3	$200K	Buy	+3,089	New	+$204K	﹤0.01%	3385
2022 Q2	–	Sell	-2,218	Closed	-$208K	–	3794
2022 Q1	$208K	Sell	2,218 -237	-10%	-$23.3K	﹤0.01%	3305
2021 Q4	$292K	Buy	2,455 +179	+8%	+$21.4K	﹤0.01%	2999
2021 Q3	$227K	Buy	+2,276	New	+$182K	﹤0.01%	3166

Other funds holding TFIN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Commonwealth Equity Services's TFIN Position: Q2 2026 in Review

Commonwealth Equity Services opened a new position in Triumph Financial Inc (TFIN) in Q2 2026: 2,957 shares worth $226K. The stake represents ﹤0.01% of the portfolio and ranks #4035 among its holdings. This is a return to the name: Commonwealth Equity Services previously reported a position in TFIN as recently as Q3 2025.

Commonwealth Equity Services first reported a position in TFIN in Q3 2021 and has held it in 11 quarters since. The position peaked at $636K in Q2 2024. 231 funds tracked by Wall St. Rank hold TFIN as of Q2 2026.

Commonwealth Equity Services held 2,957 shares of Triumph Financial Inc worth $226K as of Q2 2026.
Triumph Financial Inc was a new Commonwealth Equity Services position in Q2 2026.
Triumph Financial Inc made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #4035 holding.
Commonwealth Equity Services first reported a position in Triumph Financial Inc in Q3 2021 and has held it in 11 quarters since.
Commonwealth Equity Services's Triumph Financial Inc position peaked at $636K in Q2 2024.
231 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.