Fidelity Investments
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Fidelity Investments’s Triumph Financial Inc TFIN Stock Holding History

Fidelity Investments’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 		$373K Buy
4,886
+1,314
+37% +$89.4K ﹤0.01% 3406
2026
Q1 		$213K Sell
3,572
-393
-10% -$24.6K ﹤0.01% 3470
2025
Q4 		$248K Buy
3,965
+725
+22% +$40.6K ﹤0.01% 3336
2025
Q3 		$162K Sell
3,240
-7,172
-69% -$422K ﹤0.01% 3451
2025
Q2 		$574K Buy
10,412
+9,052
+666% +$504K ﹤0.01% 2909
2025
Q1 		$78.6K Sell
1,360
-231
-15% -$16.8K ﹤0.01% 3663
2024
Q4 		$145K Buy
1,591
+115
+8% +$10.7K ﹤0.01% 3392
2024
Q3 		$117K Buy
1,476
+69
+5% +$5.76K ﹤0.01% 3401
2024
Q2 		$115K Buy
1,407
+69
+5% +$5.14K ﹤0.01% 3243
2024
Q1 		$106K Buy
1,338
+182
+16% +$13.7K ﹤0.01% 3259
2023
Q4 		$92.7K Buy
1,156
+129
+13% +$8.73K ﹤0.01% 3246
2023
Q3 		$66.5K Sell
1,027
-42,059
-98% -$2.77M ﹤0.01% 3257
2023
Q2 		$2.62M Buy
43,086
+32
+0.1% +$1.76K ﹤0.01% 2257
2023
Q1 		$2.5M Buy
43,054
+42,455
+7,088% +$2.43M ﹤0.01% 2313
2022
Q4 		$29.3K Buy
599
+78
+15% +$4.21K ﹤0.01% 3643
2022
Q3 		$28K Buy
521
+10
+2% +$658 ﹤0.01% 3717
2022
Q2 		$32K Sell
511
-124
-20% -$8.78K ﹤0.01% 3730
2022
Q1 		$60K Buy
+635
New +$62.5K ﹤0.01% 3614

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

Fidelity Investments's TFIN Position: Q2 2026 in Review

Fidelity Investments increased its Triumph Financial Inc (TFIN) stake by 37% in Q2 2026, buying an estimated $89.4K and bringing the position to 4,886 shares worth $373K. The position accounts for ﹤0.01% of the portfolio, ranked #3406.

Fidelity Investments first reported a position in TFIN in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.62M in Q2 2023. 231 funds tracked by Wall St. Rank hold TFIN as of Q2 2026.

  • Fidelity Investments held 4,886 shares of Triumph Financial Inc worth $373K as of Q2 2026.
  • Fidelity Investments bought 1,314 Triumph Financial Inc shares in Q2 2026, an estimated $89.4K.
  • Triumph Financial Inc made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #3406 holding.
  • Fidelity Investments first reported a position in Triumph Financial Inc in Q1 2022 and has held it in 18 quarters since.
  • Fidelity Investments's Triumph Financial Inc position peaked at $2.62M in Q2 2023.
  • 231 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.