Root Financial Partners
TFIN icon

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
Q3 		$1.32K Buy
+22
New +$1.6K ﹤0.01% 2827
2026
Q2 		– Sell
-22
Closed -$1.31K – 2899
2026
Q1 		$1.31K Buy
22
+18
+450% +$1.12K ﹤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: Q3 2026 in Review

Root Financial Partners opened a new position in Triumph Financial Inc (TFIN) in Q3 2026: 22 shares worth $1.32K. The stake represents ﹤0.01% of the portfolio and ranks #2827 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in TFIN as recently as Q1 2026.

Root Financial Partners first reported a position in TFIN in Q3 2025 and has held it in 4 quarters since. 181 funds tracked by Wall St. Rank hold TFIN as of Q3 2026.

  • Root Financial Partners held 22 shares of Triumph Financial Inc worth $1.32K as of Q3 2026.
  • Triumph Financial Inc was a new Root Financial Partners position in Q3 2026.
  • Triumph Financial Inc made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2827 holding.
  • Root Financial Partners first reported a position in Triumph Financial Inc in Q3 2025 and has held it in 4 quarters since.
  • 181 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.