Principal Financial Group
TFIN icon

Principal Financial Group’s Triumph Financial Inc TFIN Stock Holding History

Principal Financial Group’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 		$6.57M Buy
110,172
+2,402
+2% +$150K ﹤0.01% 1527
2025
Q4 		$6.75M Sell
107,770
-1,160
-1% -$65K ﹤0.01% 1504
2025
Q3 		$5.45M Sell
108,930
-1,241
-1% -$73.1K ﹤0.01% 1557
2025
Q2 		$6.07M Buy
110,171
+494
+0.5% +$27.5K ﹤0.01% 1489
2025
Q1 		$6.34M Buy
109,677
+2,666
+2% +$194K ﹤0.01% 1476
2024
Q4 		$9.73M Buy
107,011
+3,219
+3% +$299K 0.01% 1310
2024
Q3 		$8.26M Sell
103,792
-20,289
-16% -$1.69M ﹤0.01% 1370
2024
Q2 		$10.1M Sell
124,081
-1,865
-1% -$139K 0.01% 1253
2024
Q1 		$9.99M Buy
125,946
+12,975
+11% +$980K 0.01% 1304
2023
Q4 		$9.06M Sell
112,971
-3,810
-3% -$258K 0.01% 1334
2023
Q3 		$7.57M Sell
116,781
-8,103
-6% -$535K 0.01% 1365
2023
Q2 		$7.58M Sell
124,884
-11,675
-9% -$642K 0.01% 1377
2023
Q1 		$7.93M Sell
136,559
-4,485
-3% -$257K 0.01% 1363
2022
Q4 		$6.89M Sell
141,044
-1,008
-0.7% -$54.5K 0.01% 1422
2022
Q3 		$7.72M Sell
142,052
-4,886
-3% -$321K 0.01% 1319
2022
Q2 		$9.19M Sell
146,938
-35,697
-20% -$2.53M 0.01% 1307
2022
Q1 		$17.2M Sell
182,635
-10,837
-6% -$1.07M 0.01% 1022
2021
Q4 		$23M Sell
193,472
-6,117
-3% -$733K 0.01% 852
2021
Q3 		$20M Buy
199,589
+7,073
+4% +$566K 0.01% 950
2021
Q2 		$14.3M Buy
192,516
+36,916
+24% +$3.14M 0.01% 1224
2021
Q1 		$12M Buy
155,600
+25
+0% +$1.74K 0.01% 1296
2020
Q4 		$7.55M Sell
155,575
-6,188
-4% -$278K 0.01% 1380
2020
Q3 		$5.04M Sell
161,763
-3,819
-2% -$105K ﹤0.01% 1440
2020
Q2 		$4.02M Sell
165,582
-11,415
-6% -$280K ﹤0.01% 1515
2020
Q1 		$4.6M Sell
176,997
-7,322
-4% -$253K 0.01% 1308
2019
Q4 		$7.01M Sell
184,319
-5,841
-3% -$202K 0.01% 1415
2019
Q3 		$6.06M Sell
190,160
-6,885
-3% -$208K 0.01% 1440
2019
Q2 		$5.72M Sell
197,045
-27,648
-12% -$824K 0.01% 1488
2019
Q1 		$6.6M Buy
224,693
+988
+0.4% +$30.8K 0.01% 1446
2018
Q4 		$6.64M Buy
223,705
+17,522
+8% +$619K 0.01% 1388
2018
Q3 		$7.88M Buy
206,183
+195,272
+1,790% +$8.11M 0.01% 1440
2018
Q2 		$445K Buy
10,911
+356
+3% +$14.4K ﹤0.01% 1987
2018
Q1 		$435K Buy
10,555
+987
+10% +$38.7K ﹤0.01% 1965
2017
Q4 		$301K Buy
9,568
+705
+8% +$22.3K ﹤0.01% 2048
2017
Q3 		$286K Hold
8,863
– – ﹤0.01% 2034
2017
Q2 		$218K Buy
+8,863
New +$205K ﹤0.01% 2118

Other funds holding TFIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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 $481B AUM 30.42% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Principal Financial Group's TFIN Position: Q1 2026 in Review

Principal Financial Group increased its Triumph Financial Inc (TFIN) stake by 2.2% in Q1 2026, buying an estimated $150K and bringing the position to 110,172 shares worth $6.57M. The position accounts for ﹤0.01% of the portfolio, ranked #1527.

Principal Financial Group first reported a position in TFIN in Q2 2017 and has held it in 36 quarters since. The position peaked at $23M in Q4 2021. 215 funds tracked by Wall St. Rank hold TFIN as of Q1 2026.

  • Principal Financial Group held 110,172 shares of Triumph Financial Inc worth $6.57M as of Q1 2026.
  • Principal Financial Group bought 2,402 Triumph Financial Inc shares in Q1 2026, an estimated $150K.
  • Triumph Financial Inc made up ﹤0.01% of Principal Financial Group's portfolio in Q1 2026, its #1527 holding.
  • Principal Financial Group first reported a position in Triumph Financial Inc in Q2 2017 and has held it in 36 quarters since.
  • Principal Financial Group's Triumph Financial Inc position peaked at $23M in Q4 2021.
  • 215 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q1 2026.

Based on Principal Financial Group's 13F filing for Q1 2026, filed 4 May 2026.