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Root Financial Partners’s Triumph Financial Inc TFIN Stock Holding History

Root Financial Partners’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 		$1.31K Buy
22
+18
+450% +$1.13K ﹤0.01% 2488
2025
Q4 		$251 Sell
4
-10
-71% -$560 ﹤0.01% 2278
2025
Q3 		$701 Buy
+14
New +$825 ﹤0.01% 2110

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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

Root Financial Partners's TFIN Position: Q1 2026 in Review

Root Financial Partners increased its Triumph Financial Inc (TFIN) stake by 450% in Q1 2026, buying an estimated $1.13K and bringing the position to 22 shares worth $1.31K. The position accounts for ﹤0.01% of the portfolio, ranked #2488.

Root Financial Partners first reported a position in TFIN in Q3 2025 and has held it in 3 quarters since. 215 funds tracked by Wall St. Rank hold TFIN as of Q1 2026.

  • Root Financial Partners held 22 shares of Triumph Financial Inc worth $1.31K as of Q1 2026.
  • Root Financial Partners bought 18 Triumph Financial Inc shares in Q1 2026, an estimated $1.13K.
  • Triumph Financial Inc made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2488 holding.
  • Root Financial Partners first reported a position in Triumph Financial Inc in Q3 2025 and has held it in 3 quarters since.
  • 215 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.