Marshall Wace
TFIN icon

Marshall Wace’s Triumph Financial Inc TFIN Stock Holding History

Marshall Wace’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 		$9.41M Sell
123,375
-50,270
-29% -$3.42M 0.01% 1065
2026
Q1 		$10.4M Sell
173,645
-71,815
-29% -$4.49M 0.01% 964
2025
Q4 		$15.4M Buy
245,460
+35,626
+17% +$2M 0.01% 725
2025
Q3 		$10.5M Sell
209,834
-93,540
-31% -$5.51M 0.01% 906
2025
Q2 		$16.7M Buy
303,374
+171,580
+130% +$9.55M 0.02% 655
2025
Q1 		$7.62M Buy
131,794
+108,109
+456% +$7.88M 0.01% 874
2024
Q4 		$2.15M Buy
+23,685
New +$2.2M ﹤0.01% 1402
2023
Q3 		– Sell
-15,333
Closed -$931K – 2674
2023
Q2 		$931K Buy
15,333
+9,577
+166% +$526K ﹤0.01% 1739
2023
Q1 		$334K Sell
5,756
-73,342
-93% -$4.21M ﹤0.01% 2254
2022
Q4 		$3.87M Sell
79,098
-78,474
-50% -$4.24M 0.01% 1354
2022
Q3 		$8.56M Buy
157,572
+148,608
+1,658% +$9.78M 0.02% 994
2022
Q2 		$562K Buy
+8,964
New +$635K ﹤0.01% 2736
2021
Q2 		– Sell
-6,761
Closed -$523K – 3084
2021
Q1 		$523K Buy
+6,761
New +$470K ﹤0.01% 1921
2019
Q3 		– Sell
-53,839
Closed -$1.56M – 1924
2019
Q2 		$1.56M Buy
+53,839
New +$1.61M 0.01% 836

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

Marshall Wace's TFIN Position: Q2 2026 in Review

Marshall Wace reduced its Triumph Financial Inc (TFIN) stake by 29% in Q2 2026, selling an estimated $3.42M and leaving 123,375 shares worth $9.41M. The position accounts for 0.01% of the portfolio, ranked #1065.

Marshall Wace first reported a position in TFIN in Q2 2019 and has held it in 14 quarters since. The position peaked at $16.7M in Q2 2025. 231 funds tracked by Wall St. Rank hold TFIN as of Q2 2026.

  • Marshall Wace held 123,375 shares of Triumph Financial Inc worth $9.41M as of Q2 2026.
  • Marshall Wace sold 50,270 Triumph Financial Inc shares in Q2 2026, an estimated $3.42M.
  • Triumph Financial Inc made up 0.01% of Marshall Wace's portfolio in Q2 2026, its #1065 holding.
  • Marshall Wace first reported a position in Triumph Financial Inc in Q2 2019 and has held it in 14 quarters since.
  • Marshall Wace's Triumph Financial Inc position peaked at $16.7M in Q2 2025.
  • 231 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.