LPL Financial
TFIN icon

LPL Financial’s Triumph Financial Inc TFIN Stock Holding History

LPL Financial’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 		$3.39M Sell
44,381
-173
-0.4% -$11.8K ﹤0.01% 3177
2026
Q1 		$2.66M Buy
44,554
+1,520
+4% +$95K ﹤0.01% 3237
2025
Q4 		$2.7M Buy
43,034
+9,858
+30% +$552K ﹤0.01% 3118
2025
Q3 		$1.66M Buy
33,176
+5,679
+21% +$335K ﹤0.01% 3488
2025
Q2 		$1.52M Buy
27,497
+19,596
+248% +$1.09M ﹤0.01% 3379
2025
Q1 		$457K Buy
7,901
+1,835
+30% +$134K ﹤0.01% 4251
2024
Q4 		$551K Buy
6,066
+3,429
+130% +$319K ﹤0.01% 4015
2024
Q3 		$210K Buy
+2,637
New +$220K ﹤0.01% 4694
2022
Q1 		– Sell
-3,637
Closed -$433K – 4386
2021
Q4 		$433K Buy
+3,637
New +$436K ﹤0.01% 3402
2018
Q4 		– Sell
-6,416
Closed -$245K – 3240
2018
Q3 		$245K Buy
6,416
+1,387
+28% +$57.6K ﹤0.01% 2846
2018
Q2 		$205K Buy
+5,029
New +$203K ﹤0.01% 2968

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

LPL Financial's TFIN Position: Q2 2026 in Review

LPL Financial reduced its Triumph Financial Inc (TFIN) stake by 0.39% in Q2 2026, selling an estimated $11.8K and leaving 44,381 shares worth $3.39M. The position accounts for ﹤0.01% of the portfolio, ranked #3177.

LPL Financial first reported a position in TFIN in Q2 2018 and has held it in 11 quarters since. 231 funds tracked by Wall St. Rank hold TFIN as of Q2 2026.

  • LPL Financial held 44,381 shares of Triumph Financial Inc worth $3.39M as of Q2 2026.
  • LPL Financial sold 173 Triumph Financial Inc shares in Q2 2026, an estimated $11.8K.
  • Triumph Financial Inc made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3177 holding.
  • LPL Financial first reported a position in Triumph Financial Inc in Q2 2018 and has held it in 11 quarters since.
  • 231 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.