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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
Q3 		$660 Hold
11
– – ﹤0.01% 2059
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

WF
Womack Financial Dallas, Texas $152M AUM 18.25% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WWM
Wolff Wiese Magana Carslbad, California $218M AUM 37.48% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

True Wealth Design's TFIN Position: Q3 2026 in Review

True Wealth Design held its Triumph Financial Inc (TFIN) position steady in Q3 2026 at 11 shares worth $660. The position accounts for ﹤0.01% of the portfolio, ranked #2059.

True Wealth Design first reported a position in TFIN in Q1 2025 and has held it in 7 quarters since. The position peaked at $840 in Q2 2026. 11 funds tracked by Wall St. Rank hold TFIN as of Q3 2026.

  • True Wealth Design held 11 shares of Triumph Financial Inc worth $660 as of Q3 2026.
  • True Wealth Design left its Triumph Financial Inc share count unchanged in Q3 2026.
  • Triumph Financial Inc made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2059 holding.
  • True Wealth Design first reported a position in Triumph Financial Inc in Q1 2025 and has held it in 7 quarters since.
  • True Wealth Design's Triumph Financial Inc position peaked at $840 in Q2 2026.
  • 11 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.