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MAI Capital Management’s Triumph Financial Inc TFIN Stock Holding History

MAI Capital Management’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 		– Sell
-4
Closed -$239 – 4459
2026
Q1 		$239 Buy
+4
New +$250 ﹤0.01% 4581
2025
Q3 		– Sell
-16
Closed -$882 – 4113
2025
Q2 		$882 Buy
+16
New +$891 ﹤0.01% 3652
2025
Q1 		– Sell
-500
Closed -$45.4K – 3574
2024
Q4 		$45.4K Buy
+500
New +$46.5K ﹤0.01% 1829

Other funds holding TFIN

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Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
AC
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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

MAI Capital Management's TFIN Position: Q2 2026 in Review

MAI Capital Management sold out of Triumph Financial Inc (TFIN) in Q2 2026, closing a stake of 4 shares — an estimated $239 sold.

MAI Capital Management first reported a position in TFIN in Q4 2024 and held it in 3 quarters. The position peaked at $45.4K in Q4 2024. 231 funds tracked by Wall St. Rank hold TFIN as of Q2 2026.

  • MAI Capital Management reported no remaining Triumph Financial Inc position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 4 Triumph Financial Inc shares in Q2 2026, an estimated $239.
  • MAI Capital Management first reported a position in Triumph Financial Inc in Q4 2024 and held it in 3 quarters.
  • MAI Capital Management's Triumph Financial Inc position peaked at $45.4K in Q4 2024.
  • 231 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.