Sovereign's Capital Management’s Triumph Financial Inc TFIN Stock Holding History

Sovereign's Capital Management’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	$3M	Sell	39,250 -490	-1%	-$33.3K	2%	21
2026 Q1	$2.37M	Sell	39,740 -1,601	-4%	-$100K	1.75%	23
2025 Q4	$2.59M	Sell	41,341 -10,959	-21%	-$614K	1.57%	27
2025 Q3	$2.62M	Sell	52,300 -1,679	-3%	-$98.9K	1.42%	30
2025 Q2	$2.97M	Buy	53,979 +13,463	+33%	+$750K	1.59%	29
2025 Q1	$2.34M	Buy	40,516 +33,512	+478%	+$2.44M	1.39%	31
2024 Q4	$637K	Buy	+7,004	New	+$652K	0.41%	64

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

Sovereign's Capital Management's TFIN Position: Q2 2026 in Review

Sovereign's Capital Management reduced its Triumph Financial Inc (TFIN) stake by 1.2% in Q2 2026, selling an estimated $33.3K and leaving 39,250 shares worth $3M. The position accounts for 2% of the portfolio, ranked #21.

Sovereign's Capital Management first reported a position in TFIN in Q4 2024 and has held it in 7 quarters since. 232 funds tracked by Wall St. Rank hold TFIN as of Q2 2026.

Sovereign's Capital Management held 39,250 shares of Triumph Financial Inc worth $3M as of Q2 2026.
Sovereign's Capital Management sold 490 Triumph Financial Inc shares in Q2 2026, an estimated $33.3K.
Triumph Financial Inc made up 2% of Sovereign's Capital Management's portfolio in Q2 2026, its #21 holding.
Sovereign's Capital Management first reported a position in Triumph Financial Inc in Q4 2024 and has held it in 7 quarters since.
232 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q2 2026.

Based on Sovereign's Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.