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 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 $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Rockefeller Capital Management's TFIN Position: Q1 2026 in Review

Rockefeller Capital Management increased its Triumph Financial Inc (TFIN) stake by 370% in Q1 2026, buying an estimated $72.8K and bringing the position to 1,480 shares worth $88.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2946.

Rockefeller Capital Management first reported a position in TFIN in Q1 2021 and has held it in 9 quarters since. 215 funds tracked by Wall St. Rank hold TFIN as of Q1 2026.

Rockefeller Capital Management held 1,480 shares of Triumph Financial Inc worth $88.3K as of Q1 2026.
Rockefeller Capital Management bought 1,165 Triumph Financial Inc shares in Q1 2026, an estimated $72.8K.
Triumph Financial Inc made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #2946 holding.
Rockefeller Capital Management first reported a position in Triumph Financial Inc in Q1 2021 and has held it in 9 quarters since.
215 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.