Howard Financial Services’s Triumph Financial Inc TFIN Stock Holding History

Howard Financial Services’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	$229K	Buy	+3,000	New	+$204K	0.02%	232
2025 Q1	–	Sell	-3,000	Closed	-$273K	–	196
2024 Q4	$273K	Hold	3,000	–	–	0.04%	158
2024 Q3	$239K	Hold	3,000	–	–	0.03%	148
2024 Q2	$245K	Hold	3,000	–	–	0.04%	134
2024 Q1	$238K	Hold	3,000	–	–	0.04%	138
2023 Q4	$241K	Buy	+3,000	New	+$203K	0.05%	135
2022 Q2	–	Sell	-3,000	Closed	-$282K	–	144
2022 Q1	$282K	Hold	3,000	–	–	0.08%	97
2021 Q4	$357K	Hold	3,000	–	–	0.11%	82
2021 Q3	$300K	Buy	+3,000	New	+$240K	0.11%	87

Other funds holding TFIN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Howard Financial Services's TFIN Position: Q2 2026 in Review

Howard Financial Services opened a new position in Triumph Financial Inc (TFIN) in Q2 2026: 3,000 shares worth $229K. The stake represents 0.02% of the portfolio and ranks #232 among its holdings. This is a return to the name: Howard Financial Services previously reported a position in TFIN as recently as Q4 2024.

Howard Financial Services first reported a position in TFIN in Q3 2021 and has held it in 9 quarters since. The position peaked at $357K in Q4 2021. 231 funds tracked by Wall St. Rank hold TFIN as of Q2 2026.

Howard Financial Services held 3,000 shares of Triumph Financial Inc worth $229K as of Q2 2026.
Triumph Financial Inc was a new Howard Financial Services position in Q2 2026.
Triumph Financial Inc made up 0.02% of Howard Financial Services's portfolio in Q2 2026, its #232 holding.
Howard Financial Services first reported a position in Triumph Financial Inc in Q3 2021 and has held it in 9 quarters since.
Howard Financial Services's Triumph Financial Inc position peaked at $357K in Q4 2021.
231 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q2 2026.

Based on Howard Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.