TWD
TFIN icon

True Wealth Design’s Triumph Financial Inc TFIN Stock Holding History

True Wealth Design’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 		$840 Hold
11
– – ﹤0.01% 2049
2026
Q1 		$657 Hold
11
– – ﹤0.01% 1949
2025
Q4 		$689 Hold
11
– – ﹤0.01% 1847
2025
Q3 		$551 Hold
11
– – ﹤0.01% 1981
2025
Q2 		$607 Buy
11
+2
+22% +$111 ﹤0.01% 1663
2025
Q1 		$521 Buy
+9
New +$656 ﹤0.01% 1526

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

True Wealth Design's TFIN Position: Q2 2026 in Review

True Wealth Design held its Triumph Financial Inc (TFIN) position steady in Q2 2026 at 11 shares worth $840. The position accounts for ﹤0.01% of the portfolio, ranked #2049.

True Wealth Design first reported a position in TFIN in Q1 2025 and has held it in 6 quarters since. 231 funds tracked by Wall St. Rank hold TFIN as of Q2 2026.

  • True Wealth Design held 11 shares of Triumph Financial Inc worth $840 as of Q2 2026.
  • True Wealth Design left its Triumph Financial Inc share count unchanged in Q2 2026.
  • Triumph Financial Inc made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2049 holding.
  • True Wealth Design first reported a position in Triumph Financial Inc in Q1 2025 and has held it in 6 quarters since.
  • 231 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.