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Investment Management Associates’s Triumph Financial Inc TFIN Stock Holding History

Investment Management Associates’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 		$27M Sell
353,851
-151
-0% -$10.3K 5.54% 6
2026
Q1 		$21.1M Buy
354,002
+13,841
+4% +$865K 5.03% 8
2025
Q4 		$21.3M Buy
340,161
+86,761
+34% +$4.86M 5.88% 6
2025
Q3 		$12.7M Buy
253,400
+5,820
+2% +$343K 3.74% 12
2025
Q2 		$13.6M Buy
247,580
+131,678
+114% +$7.33M 4.57% 9
2025
Q1 		$6.7M Buy
115,902
+18,665
+19% +$1.36M 2.74% 14
2024
Q4 		$8.84M Sell
97,237
-2,939
-3% -$273K 3.86% 10
2024
Q3 		$7.97M Sell
100,176
-6,647
-6% -$555K 3.11% 15
2024
Q2 		$8.73M Sell
106,823
-604
-0.6% -$45K 3% 15
2024
Q1 		$8.52M Buy
+107,427
New +$8.11M 2.94% 14
2023
Q4 		– Sell
-115,675
Closed -$7.49M – 38
2023
Q3 		$7.49M Sell
115,675
-1,687
-1% -$111K 3.13% 14
2023
Q2 		$7.13M Buy
117,362
+42,502
+57% +$2.34M 2.59% 16
2023
Q1 		$4.35M Buy
+74,860
New +$4.29M 1.79% 20

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

Investment Management Associates's TFIN Position: Q2 2026 in Review

Investment Management Associates reduced its Triumph Financial Inc (TFIN) stake by 0.04% in Q2 2026, selling an estimated $10.3K and leaving 353,851 shares worth $27M. The position accounts for 5.54% of the portfolio, ranked #6.

Investment Management Associates first reported a position in TFIN in Q1 2023 and has held it in 13 quarters since. 232 funds tracked by Wall St. Rank hold TFIN as of Q2 2026.

  • Investment Management Associates held 353,851 shares of Triumph Financial Inc worth $27M as of Q2 2026.
  • Investment Management Associates sold 151 Triumph Financial Inc shares in Q2 2026, an estimated $10.3K.
  • Triumph Financial Inc made up 5.54% of Investment Management Associates's portfolio in Q2 2026, its #6 holding.
  • Investment Management Associates first reported a position in Triumph Financial Inc in Q1 2023 and has held it in 13 quarters since.
  • 232 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q2 2026.

Based on Investment Management Associates's 13F filing for Q2 2026, filed 3 Aug 2026.