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John Overdeck’s Triumph Financial Inc TFIN Stock Holding History

John Overdeck’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 		$336K Buy
+4,400
New +$299K ﹤0.01% 4454
2023
Q2 		– Sell
-31,880
Closed -$1.85M – 3255
2023
Q1 		$1.85M Sell
31,880
-80,681
-72% -$4.63M 0.01% 1425
2022
Q4 		$5.5M Sell
112,561
-31,129
-22% -$1.68M 0.02% 809
2022
Q3 		$7.81M Buy
143,690
+55,452
+63% +$3.65M 0.03% 580
2022
Q2 		$5.52M Buy
+88,238
New +$6.25M 0.02% 727
2021
Q4 		– Sell
-7,300
Closed -$731K – 4884
2021
Q3 		$731K Sell
7,300
-57,831
-89% -$4.63M ﹤0.01% 2913
2021
Q2 		$4.84M Buy
+65,131
New +$5.55M 0.01% 1227
2018
Q3 		– Sell
-147,182
Closed -$6M – 3574
2018
Q2 		$6M Buy
147,182
+125,632
+583% +$5.08M 0.02% 935
2018
Q1 		$888K Sell
21,550
-27,168
-56% -$1.06M ﹤0.01% 2092
2017
Q4 		$1.53M Sell
48,718
-17,825
-27% -$563K 0.01% 1669
2017
Q3 		$2.15M Sell
66,543
-2,039
-3% -$57.2K 0.01% 1271
2017
Q2 		$1.68M Sell
68,582
-549
-0.8% -$12.7K 0.01% 1543
2017
Q1 		$1.78M Buy
69,131
+50,613
+273% +$1.34M 0.01% 1533
2016
Q4 		$484K Buy
18,518
+7,389
+66% +$158K ﹤0.01% 2527
2016
Q3 		$221K Sell
11,129
-7,605
-41% -$138K ﹤0.01% 2903
2016
Q2 		$300K Buy
+18,734
New +$297K ﹤0.01% 2561
2016
Q1 		– Sell
-25,099
Closed -$414K – 3121
2015
Q4 		$414K Sell
25,099
-6,955
-22% -$118K ﹤0.01% 2078
2015
Q3 		$539K Sell
32,054
-23,386
-42% -$336K ﹤0.01% 1503
2015
Q2 		$729K Buy
+55,440
New +$729K ﹤0.01% 1873

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 53.78% 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

John Overdeck's TFIN Position: Q2 2026 in Review

John Overdeck opened a new position in Triumph Financial Inc (TFIN) in Q2 2026: 4,400 shares worth $336K. The stake represents ﹤0.01% of the portfolio and ranks #4454 among its holdings. This is a return to the name: John Overdeck previously reported a position in TFIN as recently as Q1 2023.

John Overdeck first reported a position in TFIN in Q2 2015 and has held it in 19 quarters since. The position peaked at $7.81M in Q3 2022. 230 funds tracked by Wall St. Rank hold TFIN as of Q2 2026.

  • John Overdeck held 4,400 shares of Triumph Financial Inc worth $336K as of Q2 2026.
  • Triumph Financial Inc was a new John Overdeck position in Q2 2026.
  • Triumph Financial Inc made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #4454 holding.
  • John Overdeck first reported a position in Triumph Financial Inc in Q2 2015 and has held it in 19 quarters since.
  • John Overdeck's Triumph Financial Inc position peaked at $7.81M in Q3 2022.
  • 230 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.