Creative Planning
TFIN icon

Creative Planning’s Triumph Financial Inc TFIN Stock Holding History

Creative Planning’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 		$475K Buy
6,231
+935
+18% +$63.6K ﹤0.01% 3227
2026
Q1 		$316K Sell
5,296
-752
-12% -$47K ﹤0.01% 3387
2025
Q4 		$379K Sell
6,048
-5,563
-48% -$312K ﹤0.01% 3071
2025
Q3 		$581K Sell
11,611
-1,583
-12% -$93.3K ﹤0.01% 2580
2025
Q2 		$727K Buy
+13,194
New +$735K ﹤0.01% 2124

Other funds holding TFIN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Creative Planning's TFIN Position: Q2 2026 in Review

Creative Planning increased its Triumph Financial Inc (TFIN) stake by 18% in Q2 2026, buying an estimated $63.6K and bringing the position to 6,231 shares worth $475K. The position accounts for ﹤0.01% of the portfolio, ranked #3227.

Creative Planning first reported a position in TFIN in Q2 2025 and has held it in 5 quarters since. The position peaked at $727K in Q2 2025. 231 funds tracked by Wall St. Rank hold TFIN as of Q2 2026.

  • Creative Planning held 6,231 shares of Triumph Financial Inc worth $475K as of Q2 2026.
  • Creative Planning bought 935 Triumph Financial Inc shares in Q2 2026, an estimated $63.6K.
  • Triumph Financial Inc made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3227 holding.
  • Creative Planning first reported a position in Triumph Financial Inc in Q2 2025 and has held it in 5 quarters since.
  • Creative Planning's Triumph Financial Inc position peaked at $727K in Q2 2025.
  • 231 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.