NewEdge Advisors’s Triumph Financial Inc TFIN Stock Holding History

NewEdge 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	$76	Buy	+1	New	+$68	﹤0.01%	4146
2025 Q2	–	Sell	-50	Closed	-$2.89K	–	4153
2025 Q1	$2.89K	Hold	50	–	–	﹤0.01%	3433
2024 Q4	$4.54K	Hold	50	–	–	﹤0.01%	3265
2024 Q3	$3.98K	Hold	50	–	–	﹤0.01%	3221
2024 Q2	$4.09K	Hold	50	–	–	﹤0.01%	3157
2024 Q1	$3.97K	Hold	50	–	–	﹤0.01%	3214
2023 Q4	$4.01K	Hold	50	–	–	﹤0.01%	3180
2023 Q3	$3.24K	Hold	50	–	–	﹤0.01%	2934
2023 Q2	$3.04K	Hold	50	–	–	﹤0.01%	2968
2023 Q1	$2.9K	Hold	50	–	–	﹤0.01%	2941
2022 Q4	$2	Buy	+50	New	+$2.7K	﹤0.01%	3962

Other funds holding TFIN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

NewEdge Advisors's TFIN Position: Q2 2026 in Review

NewEdge Advisors opened a new position in Triumph Financial Inc (TFIN) in Q2 2026: 1 share worth $76. The stake represents ﹤0.01% of the portfolio and ranks #4146 among its holdings. This is a return to the name: NewEdge Advisors previously reported a position in TFIN as recently as Q1 2025.

NewEdge Advisors first reported a position in TFIN in Q4 2022 and has held it in 11 quarters since. The position peaked at $4.54K in Q4 2024. 231 funds tracked by Wall St. Rank hold TFIN as of Q2 2026.

NewEdge Advisors held 1 share of Triumph Financial Inc worth $76 as of Q2 2026.
Triumph Financial Inc was a new NewEdge Advisors position in Q2 2026.
Triumph Financial Inc made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #4146 holding.
NewEdge Advisors first reported a position in Triumph Financial Inc in Q4 2022 and has held it in 11 quarters since.
NewEdge Advisors's Triumph Financial Inc position peaked at $4.54K in Q4 2024.
231 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.