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Financial Gravity Companies’s Triumph Financial Inc TFIN Stock Holding History

Financial Gravity Companies’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 		$3.17M Buy
+41,557
New +$2.83M 0.51% 46
2024
Q4 		$2.37M Buy
+26,057
New +$2.42M 0.54% 47

Other funds holding TFIN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Financial Gravity Companies's TFIN Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in Triumph Financial Inc (TFIN) in Q2 2026: 41,557 shares worth $3.17M. The stake represents 0.51% of the portfolio and ranks #46 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in TFIN as recently as Q4 2024.

Financial Gravity Companies first reported a position in TFIN in Q4 2024 and has held it in 2 quarters since. 231 funds tracked by Wall St. Rank hold TFIN as of Q2 2026.

  • Financial Gravity Companies held 41,557 shares of Triumph Financial Inc worth $3.17M as of Q2 2026.
  • Triumph Financial Inc was a new Financial Gravity Companies position in Q2 2026.
  • Triumph Financial Inc made up 0.51% of Financial Gravity Companies's portfolio in Q2 2026, its #46 holding.
  • Financial Gravity Companies first reported a position in Triumph Financial Inc in Q4 2024 and has held it in 2 quarters since.
  • 231 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.