Osaic Holdings
TFIN icon

Osaic Holdings’s Triumph Financial Inc TFIN Stock Holding History

Osaic Holdings’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 		$215K Buy
2,822
+84
+3% +$5.71K ﹤0.01% 4378
2026
Q1 		$163K Sell
2,738
-3
-0.1% -$188 ﹤0.01% 4308
2025
Q4 		$172K Buy
2,741
+19
+0.7% +$1.06K ﹤0.01% 4272
2025
Q3 		$167K Buy
2,722
+70
+3% +$4.12K ﹤0.01% 4377
2025
Q2 		$146K Sell
2,652
-302
-10% -$16.8K ﹤0.01% 4196
2025
Q1 		$171K Buy
2,954
+252
+9% +$18.4K ﹤0.01% 3761
2024
Q4 		$246K Sell
2,702
-53
-2% -$4.93K ﹤0.01% 3422
2024
Q3 		$219K Sell
2,755
-1,326
-32% -$111K ﹤0.01% 3573
2024
Q2 		$334K Sell
4,081
-116
-3% -$8.64K ﹤0.01% 3110
2024
Q1 		$333K Sell
4,197
-483
-10% -$36.5K ﹤0.01% 3264
2023
Q4 		$357K Buy
4,680
+1,941
+71% +$131K ﹤0.01% 3445
2023
Q3 		$177K Buy
2,739
+215
+9% +$14.2K ﹤0.01% 4087
2023
Q2 		$153K Buy
2,524
+1,404
+125% +$77.1K ﹤0.01% 4108
2023
Q1 		$65K Sell
1,120
-64
-5% -$3.67K ﹤0.01% 4782
2022
Q4 		$57K Buy
1,184
+1,031
+674% +$55.7K ﹤0.01% 4834
2022
Q3 		$8K Sell
153
-118
-44% -$7.76K ﹤0.01% 6146
2022
Q2 		$17K Sell
271
-11
-4% -$779 ﹤0.01% 5732
2022
Q1 		$27K Buy
282
+3
+1% +$295 ﹤0.01% 5498
2021
Q4 		$33K Buy
279
+56
+25% +$6.71K ﹤0.01% 5450
2021
Q3 		$22K Buy
223
+155
+228% +$12.4K ﹤0.01% 5713
2021
Q2 		$5K Buy
68
+23
+51% +$1.96K ﹤0.01% 6383
2021
Q1 		$3K Buy
45
+11
+32% +$765 ﹤0.01% 6403
2020
Q4 		$2K Sell
34
-9
-21% -$405 ﹤0.01% 6111
2020
Q3 		$1K Sell
43
-200
-82% -$5.47K ﹤0.01% 6077
2020
Q2 		$6K Hold
243
– – ﹤0.01% 5420
2020
Q1 		$6K Buy
+243
New +$8.41K ﹤0.01% 5277

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

Osaic Holdings's TFIN Position: Q2 2026 in Review

Osaic Holdings increased its Triumph Financial Inc (TFIN) stake by 3.1% in Q2 2026, buying an estimated $5.71K and bringing the position to 2,822 shares worth $215K. The position accounts for ﹤0.01% of the portfolio, ranked #4378.

Osaic Holdings first reported a position in TFIN in Q1 2020 and has held it in 26 quarters since. The position peaked at $357K in Q4 2023. 231 funds tracked by Wall St. Rank hold TFIN as of Q2 2026.

  • Osaic Holdings held 2,822 shares of Triumph Financial Inc worth $215K as of Q2 2026.
  • Osaic Holdings bought 84 Triumph Financial Inc shares in Q2 2026, an estimated $5.71K.
  • Triumph Financial Inc made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #4378 holding.
  • Osaic Holdings first reported a position in Triumph Financial Inc in Q1 2020 and has held it in 26 quarters since.
  • Osaic Holdings's Triumph Financial Inc position peaked at $357K in Q4 2023.
  • 231 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.