FIA
TFIN icon

Foundations Investment Advisors’s Triumph Financial Inc TFIN Stock Holding History

Foundations Investment 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
Q1 		– Sell
-8,636
Closed -$541K – 1244
2025
Q4 		$541K Buy
+8,636
New +$484K 0.01% 693

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 $3.38T AUM 44.17% 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

Foundations Investment Advisors's TFIN Position: Q1 2026 in Review

Foundations Investment Advisors sold out of Triumph Financial Inc (TFIN) in Q1 2026, closing a stake of 8,636 shares — an estimated $541K sold.

Foundations Investment Advisors first reported a position in TFIN in Q4 2025 and held it in 1 quarter. The position peaked at $541K in Q4 2025. 216 funds tracked by Wall St. Rank hold TFIN as of Q1 2026.

  • Foundations Investment Advisors reported no remaining Triumph Financial Inc position as of Q1 2026 after selling out during the quarter.
  • Foundations Investment Advisors sold 8,636 Triumph Financial Inc shares in Q1 2026, an estimated $541K.
  • Foundations Investment Advisors first reported a position in Triumph Financial Inc in Q4 2025 and held it in 1 quarter.
  • Foundations Investment Advisors's Triumph Financial Inc position peaked at $541K in Q4 2025.
  • 216 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.