Rockefeller Capital Management’s Triumph Financial Inc TFIN Stock Holding History

Rockefeller Capital Management’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	$125K	Buy	1,632 +152	+10%	+$10.3K	﹤0.01%	2859
2026 Q1	$88.3K	Buy	1,480 +1,165	+370%	+$72.8K	﹤0.01%	2946
2025 Q4	$19.7K	Buy	315 +258	+453%	+$14.5K	﹤0.01%	3522
2025 Q3	$2.85K	Buy	+57	New	+$3.36K	﹤0.01%	4020
2023 Q1	–	Sell	-9	Closed	–	–	3702
2022 Q4	$0	Hold	9	–	–	﹤0.01%	4201
2022 Q3	$0	Sell	9 -49	-84%	-$3.22K	﹤0.01%	4360
2022 Q2	$3K	Buy	+58	New	+$4.11K	﹤0.01%	3698
2022 Q1	–	Sell	-65	Closed	-$7K	–	4061
2021 Q4	$7K	Buy	+65	New	+$7.79K	﹤0.01%	3161
2021 Q3	–	Sell	-100	Closed	-$7K	–	3844
2021 Q2	$7K	Hold	100	–	–	﹤0.01%	2935
2021 Q1	$7K	Buy	+100	New	+$6.96K	﹤0.01%	2785

Other funds holding TFIN

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Rockefeller Capital Management's TFIN Position: Q2 2026 in Review

Rockefeller Capital Management increased its Triumph Financial Inc (TFIN) stake by 10% in Q2 2026, buying an estimated $10.3K and bringing the position to 1,632 shares worth $125K. The position accounts for ﹤0.01% of the portfolio, ranked #2859.

Rockefeller Capital Management first reported a position in TFIN in Q1 2021 and has held it in 10 quarters since. 231 funds tracked by Wall St. Rank hold TFIN as of Q2 2026.

Rockefeller Capital Management held 1,632 shares of Triumph Financial Inc worth $125K as of Q2 2026.
Rockefeller Capital Management bought 152 Triumph Financial Inc shares in Q2 2026, an estimated $10.3K.
Triumph Financial Inc made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #2859 holding.
Rockefeller Capital Management first reported a position in Triumph Financial Inc in Q1 2021 and has held it in 10 quarters since.
231 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.