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Pinnacle Wealth Planning Services’s Triumph Financial Inc TFIN Stock Holding History

Pinnacle Wealth Planning Services’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 		$53.1K Buy
696
+7
+1% +$476 0.01% 1235
2026
Q1 		$41.1K Buy
689
+18
+3% +$1.13K ﹤0.01% 1315
2025
Q4 		$42K Buy
+671
New +$37.6K ﹤0.01% 1322
2021
Q1 		– Sell
-89
Closed -$4K – 1772
2020
Q4 		$4K Buy
+89
New +$4.01K ﹤0.01% 1757

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

Pinnacle Wealth Planning Services's TFIN Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Triumph Financial Inc (TFIN) stake by 1% in Q2 2026, buying an estimated $476 and bringing the position to 696 shares worth $53.1K. The position accounts for 0.01% of the portfolio, ranked #1235.

Pinnacle Wealth Planning Services first reported a position in TFIN in Q4 2020 and has held it in 4 quarters since. 232 funds tracked by Wall St. Rank hold TFIN as of Q2 2026.

  • Pinnacle Wealth Planning Services held 696 shares of Triumph Financial Inc worth $53.1K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 7 Triumph Financial Inc shares in Q2 2026, an estimated $476.
  • Triumph Financial Inc made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1235 holding.
  • Pinnacle Wealth Planning Services first reported a position in Triumph Financial Inc in Q4 2020 and has held it in 4 quarters since.
  • 232 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.