Rosenthal Henry Capital Advisors’s Triumph Financial Inc TFIN Stock Holding History

Rosenthal Henry Capital Advisors’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	$1.83M	Hold	24,000	–	–	1.6%	31
2026 Q1	$1.43M	Hold	24,000	–	–	1.4%	33
2025 Q4	$1.5M	Hold	24,000	–	–	1.39%	34
2025 Q3	$1.2M	Hold	24,000	–	–	1.15%	36
2025 Q2	$1.32M	Hold	24,000	–	–	1.33%	32
2025 Q1	$1.39M	Hold	24,000	–	–	1.4%	32
2024 Q4	$2.18M	Hold	24,000	–	–	2.02%	21
2024 Q3	$1.91M	Hold	24,000	–	–	1.92%	27
2024 Q2	$1.96M	Hold	24,000	–	–	2.78%	15
2024 Q1	$1.9M	Sell	24,000 -11,000	-31%	-$831K	2.56%	17
2023 Q4	$2.81M	Hold	35,000	–	–	3.21%	11
2023 Q3	$2.27M	Hold	35,000	–	–	3.05%	12
2023 Q2	$2.13M	Hold	35,000	–	–	2.67%	15
2023 Q1	$2.03M	Hold	35,000	–	–	2.28%	17
2022 Q4	$1.71M	Buy	35,000 +9,400	+37%	+$508K	1.53%	27
2022 Q3	$1.39M	Buy	+25,600	New	+$1.68M	1.3%	34
2022 Q1	$2.47M	Buy	26,275 +12,625	+92%	+$1.24M	1.94%	20
2021 Q4	$1.63M	Buy	+13,650	New	+$1.64M	1.22%	36

Other funds holding TFIN

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Rosenthal Henry Capital Advisors's TFIN Position: Q2 2026 in Review

Rosenthal Henry Capital Advisors held its Triumph Financial Inc (TFIN) position steady in Q2 2026 at 24,000 shares worth $1.83M. The position accounts for 1.6% of the portfolio, ranked #31.

Rosenthal Henry Capital Advisors first reported a position in TFIN in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.81M in Q4 2023. 232 funds tracked by Wall St. Rank hold TFIN as of Q2 2026.

Rosenthal Henry Capital Advisors held 24,000 shares of Triumph Financial Inc worth $1.83M as of Q2 2026.
Rosenthal Henry Capital Advisors left its Triumph Financial Inc share count unchanged in Q2 2026.
Triumph Financial Inc made up 1.6% of Rosenthal Henry Capital Advisors's portfolio in Q2 2026, its #31 holding.
Rosenthal Henry Capital Advisors first reported a position in Triumph Financial Inc in Q4 2021 and has held it in 18 quarters since.
Rosenthal Henry Capital Advisors's Triumph Financial Inc position peaked at $2.81M in Q4 2023.
232 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q2 2026.

Based on Rosenthal Henry Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.