Mather Group
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Mather Group’s Triumph Financial Inc TFIN Stock Holding History

Mather Group’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
Q3 		$2.82K Buy
+47
New +$3.42K ﹤0.01% 1966

Other funds holding TFIN

WF
Womack Financial Dallas, Texas $152M AUM 18.25% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

Mather Group's TFIN Position: Q3 2026 in Review

Mather Group opened a new position in Triumph Financial Inc (TFIN) in Q3 2026: 47 shares worth $2.82K. The stake represents ﹤0.01% of the portfolio and ranks #1966 among its holdings.

9 funds tracked by Wall St. Rank hold TFIN as of Q3 2026.

  • Mather Group held 47 shares of Triumph Financial Inc worth $2.82K as of Q3 2026.
  • Triumph Financial Inc was a new Mather Group position in Q3 2026.
  • Triumph Financial Inc made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1966 holding.
  • 9 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.