Steve Schonfeld’s Triumph Financial Inc TFIN Stock Holding History

Steve Schonfeld’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	-7,871	Closed	-$470K	–	3000
2026 Q1	$470K	Buy	7,871 +3,454	+78%	+$216K	﹤0.01%	1410
2025 Q4	$277K	Buy	+4,417	New	+$247K	﹤0.01%	1600
2025 Q2	–	Sell	-24,140	Closed	-$1.4M	–	2535
2025 Q1	$1.4M	Buy	24,140 +14,800	+158%	+$1.08M	0.01%	1141
2024 Q4	$849K	Buy	+9,340	New	+$869K	﹤0.01%	1185
2022 Q4	–	Sell	-27,721	Closed	-$1.51M	–	3000
2022 Q3	$1.51M	Buy	+27,721	New	+$1.82M	0.01%	1018
2022 Q1	–	Sell	-4,914	Closed	-$586K	–	2927
2021 Q4	$586K	Buy	4,914 +1,514	+45%	+$181K	0.01%	1181
2021 Q3	$340K	Sell	3,400 -600	-15%	-$48K	﹤0.01%	1465
2021 Q2	$297K	Buy	+4,000	New	+$341K	﹤0.01%	1479
2019 Q1	–	Sell	-10,099	Closed	-$300K	–	1270
2018 Q4	$300K	Buy	+10,099	New	+$356K	0.01%	825

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 53.78% 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 40.91% 1-Year Est. Return

Steve Schonfeld's TFIN Position: Q2 2026 in Review

Steve Schonfeld sold out of Triumph Financial Inc (TFIN) in Q2 2026, closing a stake of 7,871 shares — an estimated $470K sold.

Steve Schonfeld first reported a position in TFIN in Q4 2018 and held it in 9 quarters. The position peaked at $1.51M in Q3 2022. 230 funds tracked by Wall St. Rank hold TFIN as of Q2 2026.

Steve Schonfeld reported no remaining Triumph Financial Inc position as of Q2 2026 after selling out during the quarter.
Steve Schonfeld sold 7,871 Triumph Financial Inc shares in Q2 2026, an estimated $470K.
Steve Schonfeld first reported a position in Triumph Financial Inc in Q4 2018 and held it in 9 quarters.
Steve Schonfeld's Triumph Financial Inc position peaked at $1.51M in Q3 2022.
230 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q2 2026.

Based on Schonfeld Strategic Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.