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JFS Wealth Advisors’s Triumph Financial Inc TFIN Stock Holding History

JFS Wealth 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 		$306 Buy
+4
New +$272 ﹤0.01% 2057
2025
Q4 		– Sell
-1
Closed -$51 – 1973
2025
Q3 		$51 Sell
1
-7
-88% -$412 ﹤0.01% 1866
2025
Q2 		$441 Sell
8
-1
-11% -$56 ﹤0.01% 1716
2025
Q1 		$521 Sell
9
-1
-10% -$73 ﹤0.01% 1762
2024
Q4 		$909 Hold
10
– – ﹤0.01% 1687
2024
Q3 		$796 Hold
10
– – ﹤0.01% 1738
2024
Q2 		$818 Hold
10
– – ﹤0.01% 1714
2024
Q1 		$794 Hold
10
– – ﹤0.01% 1713
2023
Q4 		$802 Buy
10
+1
+11% +$68 ﹤0.01% 1700
2023
Q3 		$584 Buy
9
+1
+13% +$66 ﹤0.01% 1716
2023
Q2 		$486 Buy
8
+2
+33% +$110 ﹤0.01% 1765
2023
Q1 		$349 Sell
6
-3
-33% -$172 ﹤0.01% 1765
2022
Q4 		$440 Buy
9
+6
+200% +$324 ﹤0.01% 1749
2022
Q3 		$0 Sell
3
-8
-73% -$526 ﹤0.01% 1924
2022
Q2 		$1K Buy
11
+3
+38% +$213 ﹤0.01% 1647
2022
Q1 		$1K Buy
8
+6
+300% +$591 ﹤0.01% 1738
2021
Q4 		$0 Buy
+2
New +$240 ﹤0.01% 1878

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 40.91% 1-Year Est. Return

JFS Wealth Advisors's TFIN Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in Triumph Financial Inc (TFIN) in Q2 2026: 4 shares worth $306. The stake represents ﹤0.01% of the portfolio and ranks #2057 among its holdings. This is a return to the name: JFS Wealth Advisors previously reported a position in TFIN as recently as Q3 2025.

JFS Wealth Advisors first reported a position in TFIN in Q4 2021 and has held it in 17 quarters since. The position peaked at $1K in Q2 2022. 231 funds tracked by Wall St. Rank hold TFIN as of Q2 2026.

  • JFS Wealth Advisors held 4 shares of Triumph Financial Inc worth $306 as of Q2 2026.
  • Triumph Financial Inc was a new JFS Wealth Advisors position in Q2 2026.
  • Triumph Financial Inc made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #2057 holding.
  • JFS Wealth Advisors first reported a position in Triumph Financial Inc in Q4 2021 and has held it in 17 quarters since.
  • JFS Wealth Advisors's Triumph Financial Inc position peaked at $1K in Q2 2022.
  • 231 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.