HighTower Advisors
TFIN icon

HighTower Advisors’s Triumph Financial Inc TFIN Stock Holding History

HighTower 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
Q2 		$216K Buy
+2,827
New +$192K ﹤0.01% 3480
2025
Q3 		– Sell
-5,652
Closed -$311K – 4052
2025
Q2 		$311K Sell
5,652
-23
-0.4% -$1.28K ﹤0.01% 2900
2025
Q1 		$328K Sell
5,675
-864
-13% -$63K ﹤0.01% 2786
2024
Q4 		$594K Buy
6,539
+362
+6% +$33.7K ﹤0.01% 2332
2024
Q3 		$491K Buy
6,177
+902
+17% +$75.3K ﹤0.01% 2408
2024
Q2 		$430K Buy
+5,275
New +$393K ﹤0.01% 2428
2024
Q1 		– Sell
-4,225
Closed -$338K – 3994
2023
Q4 		$338K Buy
4,225
+167
+4% +$11.3K ﹤0.01% 2612
2023
Q3 		$264K Hold
4,058
– – ﹤0.01% 2696
2023
Q2 		$246K Buy
4,058
+31
+0.8% +$1.7K ﹤0.01% 2704
2023
Q1 		$233K Buy
+4,027
New +$231K ﹤0.01% 2645
2022
Q2 		– Sell
-4,871
Closed -$458K – 3527
2022
Q1 		$458K Hold
4,871
– – ﹤0.01% 2233
2021
Q4 		$580K Buy
4,871
+782
+19% +$93.7K ﹤0.01% 2056
2021
Q3 		$410K Buy
4,089
+108
+3% +$8.65K ﹤0.01% 2203
2021
Q2 		$296K Hold
3,981
– – ﹤0.01% 2382
2021
Q1 		$308K Buy
+3,981
New +$277K ﹤0.01% 2283

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

HighTower Advisors's TFIN Position: Q2 2026 in Review

HighTower Advisors opened a new position in Triumph Financial Inc (TFIN) in Q2 2026: 2,827 shares worth $216K. The stake represents ﹤0.01% of the portfolio and ranks #3480 among its holdings. This is a return to the name: HighTower Advisors previously reported a position in TFIN as recently as Q2 2025.

HighTower Advisors first reported a position in TFIN in Q1 2021 and has held it in 15 quarters since. The position peaked at $594K in Q4 2024. 231 funds tracked by Wall St. Rank hold TFIN as of Q2 2026.

  • HighTower Advisors held 2,827 shares of Triumph Financial Inc worth $216K as of Q2 2026.
  • Triumph Financial Inc was a new HighTower Advisors position in Q2 2026.
  • Triumph Financial Inc made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #3480 holding.
  • HighTower Advisors first reported a position in Triumph Financial Inc in Q1 2021 and has held it in 15 quarters since.
  • HighTower Advisors's Triumph Financial Inc position peaked at $594K in Q4 2024.
  • 231 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.