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Rothschild Investment LLC’s Triumph Financial Inc TFIN Stock Holding History

Rothschild Investment LLC’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 		$3.28K Buy
43
+7
+19% +$476 ﹤0.01% 2517
2026
Q1 		$2.15K Sell
36
-5
-12% -$313 ﹤0.01% 2529
2025
Q4 		$2.57K Buy
41
+6
+17% +$336 ﹤0.01% 2238
2025
Q3 		$1.75K Buy
35
+15
+75% +$884 ﹤0.01% 2311
2025
Q2 		$1.1K Hold
20
– – ﹤0.01% 2420
2025
Q1 		$1.16K Sell
20
-10
-33% -$729 ﹤0.01% 2257
2024
Q4 		$2.73K Buy
30
+5
+20% +$465 ﹤0.01% 1626
2024
Q3 		$1.99K Buy
25
+10
+67% +$835 ﹤0.01% 1730
2024
Q2 		$1.23K Buy
+15
New +$1.12K ﹤0.01% 1558

Other funds holding TFIN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Rothschild Investment LLC's TFIN Position: Q2 2026 in Review

Rothschild Investment LLC increased its Triumph Financial Inc (TFIN) stake by 19% in Q2 2026, buying an estimated $476 and bringing the position to 43 shares worth $3.28K. The position accounts for ﹤0.01% of the portfolio, ranked #2517.

Rothschild Investment LLC first reported a position in TFIN in Q2 2024 and has held it in 9 quarters since. 231 funds tracked by Wall St. Rank hold TFIN as of Q2 2026.

  • Rothschild Investment LLC held 43 shares of Triumph Financial Inc worth $3.28K as of Q2 2026.
  • Rothschild Investment LLC bought 7 Triumph Financial Inc shares in Q2 2026, an estimated $476.
  • Triumph Financial Inc made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2517 holding.
  • Rothschild Investment LLC first reported a position in Triumph Financial Inc in Q2 2024 and has held it in 9 quarters since.
  • 231 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.