EverSource Wealth Advisors’s Triumph Financial Inc TFIN Stock Holding History

EverSource Wealth 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	$14.5K	Buy	190 +133	+233%	+$9.05K	﹤0.01%	2671
2026 Q1	$3.4K	Sell	57 -201	-78%	-$12.6K	﹤0.01%	3444
2025 Q4	$16.2K	Sell	258 -264	-51%	-$14.8K	﹤0.01%	2525
2025 Q3	$26.1K	Buy	522 +209	+67%	+$12.3K	﹤0.01%	2154
2025 Q2	$17.2K	Buy	313 +254	+431%	+$14.1K	﹤0.01%	2414
2025 Q1	$3.41K	Buy	59 +40	+211%	+$2.92K	﹤0.01%	2678
2024 Q4	$1.73K	Buy	19 +3	+19%	+$279	﹤0.01%	2768
2024 Q3	$1.27K	Buy	+16	New	+$1.34K	﹤0.01%	2662

Other funds holding TFIN

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

EverSource Wealth Advisors's TFIN Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Triumph Financial Inc (TFIN) stake by 233% in Q2 2026, buying an estimated $9.05K and bringing the position to 190 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2671.

EverSource Wealth Advisors first reported a position in TFIN in Q3 2024 and has held it in 8 quarters since. The position peaked at $26.1K in Q3 2025. 231 funds tracked by Wall St. Rank hold TFIN as of Q2 2026.

EverSource Wealth Advisors held 190 shares of Triumph Financial Inc worth $14.5K as of Q2 2026.
EverSource Wealth Advisors bought 133 Triumph Financial Inc shares in Q2 2026, an estimated $9.05K.
Triumph Financial Inc made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2671 holding.
EverSource Wealth Advisors first reported a position in Triumph Financial Inc in Q3 2024 and has held it in 8 quarters since.
EverSource Wealth Advisors's Triumph Financial Inc position peaked at $26.1K in Q3 2025.
231 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.