PFMOSF
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Philadelphia Financial Management of San Francisco’s Triumph Financial Inc TFIN Stock Holding History

Philadelphia Financial Management of San Francisco’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
Q1 		$6.59M Buy
+110,527
New +$6.91M 1.91% 28
2015
Q2 		– Sell
-505,220
Closed -$6.9M – 40
2015
Q1 		$6.9M Sell
505,220
-38,337
-7% -$499K 1.7% 23
2014
Q4 		$7.37M Buy
+543,557
New +$7.41M 1.29% 33

Other funds holding TFIN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T 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
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Philadelphia Financial Management of San Francisco's TFIN Position: Q1 2026 in Review

Philadelphia Financial Management of San Francisco opened a new position in Triumph Financial Inc (TFIN) in Q1 2026: 110,527 shares worth $6.59M. The stake represents 1.91% of the portfolio and ranks #28 among its holdings. This is a return to the name: Philadelphia Financial Management of San Francisco previously reported a position in TFIN as recently as Q1 2015.

Philadelphia Financial Management of San Francisco first reported a position in TFIN in Q4 2014 and has held it in 3 quarters since. The position peaked at $7.37M in Q4 2014. 215 funds tracked by Wall St. Rank hold TFIN as of Q1 2026.

  • Philadelphia Financial Management of San Francisco held 110,527 shares of Triumph Financial Inc worth $6.59M as of Q1 2026.
  • Triumph Financial Inc was a new Philadelphia Financial Management of San Francisco position in Q1 2026.
  • Triumph Financial Inc made up 1.91% of Philadelphia Financial Management of San Francisco's portfolio in Q1 2026, its #28 holding.
  • Philadelphia Financial Management of San Francisco first reported a position in Triumph Financial Inc in Q4 2014 and has held it in 3 quarters since.
  • Philadelphia Financial Management of San Francisco's Triumph Financial Inc position peaked at $7.37M in Q4 2014.
  • 215 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q1 2026.

Based on Philadelphia Financial Management of San Francisco's 13F filing for Q1 2026, filed 14 May 2026.