First Sabrepoint Capital Management’s Triumph Financial Inc TFIN Stock Holding History

First Sabrepoint Capital 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	$6.6M	Buy	110,659 +20,967	+23%	+$1.31M	2.4%	19
2025 Q4	$5.62M	Buy	+89,692	New	+$5.02M	2.17%	18
2025 Q2	–	Sell	-80,000	Closed	-$4.62M	–	47
2025 Q1	$4.62M	Buy	80,000 +12,512	+19%	+$912K	1.72%	23
2024 Q4	$6.13M	Sell	67,488 -32,512	-33%	-$3.02M	1.65%	24
2024 Q3	$7.95M	Sell	100,000 -63,400	-39%	-$5.29M	2.31%	20
2024 Q2	$13.4M	Sell	163,400 -1,600	-1%	-$119K	4.03%	7
2024 Q1	$13.1M	Hold	165,000	–	–	3.5%	10
2023 Q4	$13.2M	Sell	165,000 -13,600	-8%	-$921K	4.36%	6
2023 Q3	$11.6M	Buy	178,600 +8,600	+5%	+$567K	4.93%	3
2023 Q2	$10.3M	Sell	170,000 -7,730	-4%	-$425K	4.52%	8
2023 Q1	$10.3M	Buy	177,730 +6,730	+4%	+$386K	4.33%	10
2022 Q4	$8.36M	Buy	171,000 +56,000	+49%	+$3.03M	4.1%	11
2022 Q3	$6.25M	Buy	+115,000	New	+$7.57M	2.56%	18

Other funds holding TFIN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

First Sabrepoint Capital Management's TFIN Position: Q1 2026 in Review

First Sabrepoint Capital Management increased its Triumph Financial Inc (TFIN) stake by 23% in Q1 2026, buying an estimated $1.31M and bringing the position to 110,659 shares worth $6.6M. The position accounts for 2.4% of the portfolio, ranked #19.

First Sabrepoint Capital Management first reported a position in TFIN in Q3 2022 and has held it in 13 quarters since. The position peaked at $13.4M in Q2 2024. 215 funds tracked by Wall St. Rank hold TFIN as of Q1 2026.

First Sabrepoint Capital Management held 110,659 shares of Triumph Financial Inc worth $6.6M as of Q1 2026.
First Sabrepoint Capital Management bought 20,967 Triumph Financial Inc shares in Q1 2026, an estimated $1.31M.
Triumph Financial Inc made up 2.4% of First Sabrepoint Capital Management's portfolio in Q1 2026, its #19 holding.
First Sabrepoint Capital Management first reported a position in Triumph Financial Inc in Q3 2022 and has held it in 13 quarters since.
First Sabrepoint Capital Management's Triumph Financial Inc position peaked at $13.4M in Q2 2024.
215 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q1 2026.

Based on First Sabrepoint Capital Management's 13F filing for Q1 2026, filed 15 May 2026.