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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
Q2 		– Sell
-22
Closed -$1.31K – 2899
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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Root Financial Partners's TFIN Position: Q2 2026 in Review

Root Financial Partners sold out of Triumph Financial Inc (TFIN) in Q2 2026, closing a stake of 22 shares — an estimated $1.31K sold.

Root Financial Partners first reported a position in TFIN in Q3 2025 and held it in 3 quarters. The position peaked at $1.31K in Q1 2026. 231 funds tracked by Wall St. Rank hold TFIN as of Q2 2026.

  • Root Financial Partners reported no remaining Triumph Financial Inc position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 22 Triumph Financial Inc shares in Q2 2026, an estimated $1.31K.
  • Root Financial Partners first reported a position in Triumph Financial Inc in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Triumph Financial Inc position peaked at $1.31K in Q1 2026.
  • 231 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.