Mercer Global Advisors
TFIN icon

Mercer Global Advisors’s Triumph Financial Inc TFIN Stock Holding History

Mercer Global Advisors’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 		$232K Buy
+3,044
New +$207K ﹤0.01% 3093
2024
Q1 		– Sell
-7,654
Closed -$614K – 2135
2023
Q4 		$614K Buy
+7,654
New +$518K ﹤0.01% 1203

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Kayne Anderson Rudnick Investment Management
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AC
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Thrivent Financial for Lutherans
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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

Mercer Global Advisors's TFIN Position: Q2 2026 in Review

Mercer Global Advisors opened a new position in Triumph Financial Inc (TFIN) in Q2 2026: 3,044 shares worth $232K. The stake represents ﹤0.01% of the portfolio and ranks #3093 among its holdings. This is a return to the name: Mercer Global Advisors previously reported a position in TFIN as recently as Q4 2023.

Mercer Global Advisors first reported a position in TFIN in Q4 2023 and has held it in 2 quarters since. The position peaked at $614K in Q4 2023. 231 funds tracked by Wall St. Rank hold TFIN as of Q2 2026.

  • Mercer Global Advisors held 3,044 shares of Triumph Financial Inc worth $232K as of Q2 2026.
  • Triumph Financial Inc was a new Mercer Global Advisors position in Q2 2026.
  • Triumph Financial Inc made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #3093 holding.
  • Mercer Global Advisors first reported a position in Triumph Financial Inc in Q4 2023 and has held it in 2 quarters since.
  • Mercer Global Advisors's Triumph Financial Inc position peaked at $614K in Q4 2023.
  • 231 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.