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Essential Partners’s Triumph Financial Inc TFIN Stock Holding History

Essential Partners’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
Q3 		$120 Hold
2
– – ﹤0.01% 2678
2026
Q2 		$153 Hold
2
– – ﹤0.01% 2687
2026
Q1 		$119 Buy
+2
New +$125 ﹤0.01% 2698

Other funds holding TFIN

WF
Womack Financial Dallas, Texas $152M AUM 18.25% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

Essential Partners's TFIN Position: Q3 2026 in Review

Essential Partners held its Triumph Financial Inc (TFIN) position steady in Q3 2026 at 2 shares worth $120. The position accounts for ﹤0.01% of the portfolio, ranked #2678.

Essential Partners first reported a position in TFIN in Q1 2026 and has held it in 3 quarters since. The position peaked at $153 in Q2 2026. 9 funds tracked by Wall St. Rank hold TFIN as of Q3 2026.

  • Essential Partners held 2 shares of Triumph Financial Inc worth $120 as of Q3 2026.
  • Essential Partners left its Triumph Financial Inc share count unchanged in Q3 2026.
  • Triumph Financial Inc made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2678 holding.
  • Essential Partners first reported a position in Triumph Financial Inc in Q1 2026 and has held it in 3 quarters since.
  • Essential Partners's Triumph Financial Inc position peaked at $153 in Q2 2026.
  • 9 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.