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Financial Gravity Asset Management’s Triumph Financial Inc TFIN Stock Holding History

Financial Gravity Asset Management’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
Q1 		$2.48M Hold
41,557
– – 0.44% 53
2025
Q4 		$2.6M Buy
+41,557
New +$2.33M 0.5% 52
2024
Q2 		$2.13M Buy
+26,000
New +$1.94M 0.53% 49

Other funds holding TFIN

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Financial Gravity Asset Management's TFIN Position: Q1 2026 in Review

Financial Gravity Asset Management held its Triumph Financial Inc (TFIN) position steady in Q1 2026 at 41,557 shares worth $2.48M. The position accounts for 0.44% of the portfolio, ranked #53.

Financial Gravity Asset Management first reported a position in TFIN in Q2 2024 and has held it in 3 quarters since. The position peaked at $2.6M in Q4 2025. 216 funds tracked by Wall St. Rank hold TFIN as of Q1 2026.

  • Financial Gravity Asset Management held 41,557 shares of Triumph Financial Inc worth $2.48M as of Q1 2026.
  • Financial Gravity Asset Management left its Triumph Financial Inc share count unchanged in Q1 2026.
  • Triumph Financial Inc made up 0.44% of Financial Gravity Asset Management's portfolio in Q1 2026, its #53 holding.
  • Financial Gravity Asset Management first reported a position in Triumph Financial Inc in Q2 2024 and has held it in 3 quarters since.
  • Financial Gravity Asset Management's Triumph Financial Inc position peaked at $2.6M in Q4 2025.
  • 216 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.