Jones Financial Companies
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Jones Financial Companies’s Triumph Financial Inc TFIN Stock Holding History

Jones Financial Companies’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
Q1 		$8.96K Buy
161
+100
+164% +$6.25K ﹤0.01% 3622
2025
Q4 		$3.82K Hold
61
– – ﹤0.01% 3610
2025
Q3 		$3.13K Buy
61
+16
+36% +$943 ﹤0.01% 3542
2025
Q2 		$2.54K Sell
45
-10
-18% -$557 ﹤0.01% 3386
2025
Q1 		$3.23K Buy
55
+17
+45% +$1.24K ﹤0.01% 3111
2024
Q4 		$3.45K Sell
38
-48
-56% -$4.46K ﹤0.01% 2865
2024
Q3 		$6.74K Buy
86
+72
+514% +$6.01K ﹤0.01% 2360
2024
Q2 		$1.15K Buy
+14
New +$1.04K ﹤0.01% 2266

Other funds holding TFIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Jones Financial Companies's TFIN Position: Q1 2026 in Review

Jones Financial Companies increased its Triumph Financial Inc (TFIN) stake by 164% in Q1 2026, buying an estimated $6.25K and bringing the position to 161 shares worth $8.96K. The position accounts for ﹤0.01% of the portfolio, ranked #3622.

Jones Financial Companies first reported a position in TFIN in Q2 2024 and has held it in 8 quarters since. 215 funds tracked by Wall St. Rank hold TFIN as of Q1 2026.

  • Jones Financial Companies held 161 shares of Triumph Financial Inc worth $8.96K as of Q1 2026.
  • Jones Financial Companies bought 100 Triumph Financial Inc shares in Q1 2026, an estimated $6.25K.
  • Triumph Financial Inc made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #3622 holding.
  • Jones Financial Companies first reported a position in Triumph Financial Inc in Q2 2024 and has held it in 8 quarters since.
  • 215 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.