UBS AM’s Triumph Financial Inc TFIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3M | Sell |
39,310
-277
| -0.7% | -$18.8K | ﹤0.01% | 1885 |
|
|
2026
Q1 | $2.36M | Buy |
39,587
+277
| +0.7% | +$17.3K | ﹤0.01% | 1958 |
|
|
2025
Q4 | $2.46M | Sell |
39,310
-279
| -0.7% | -$15.6K | ﹤0.01% | 1805 |
|
|
2025
Q3 | $1.98M | Sell |
39,589
-29,964
| -43% | -$1.77M | ﹤0.01% | 1754 |
|
|
2025
Q2 | $3.83M | Buy |
69,553
+21,151
| +44% | +$1.18M | ﹤0.01% | 1829 |
|
|
2025
Q1 | $2.8M | Sell |
48,402
-8,832
| -15% | -$644K | ﹤0.01% | 1839 |
|
|
2024
Q4 | $5.2M | Buy |
57,234
+5,782
| +11% | +$538K | ﹤0.01% | 1588 |
|
|
2024
Q3 | $4.09M | Sell |
51,452
-13,806
| -21% | -$1.15M | ﹤0.01% | 1675 |
|
|
2024
Q2 | $5.33M | Buy |
65,258
+38,687
| +146% | +$2.88M | ﹤0.01% | 1446 |
|
|
2024
Q1 | $2.11M | Hold |
26,571
| – | – | ﹤0.01% | 1669 |
|
|
2023
Q4 | $2.13M | Sell |
26,571
-3,424
| -11% | -$232K | ﹤0.01% | 1661 |
|
|
2023
Q3 | $1.94M | Hold |
29,995
| – | – | ﹤0.01% | 1641 |
|
|
2023
Q2 | $1.74M | Hold |
29,995
| – | – | ﹤0.01% | 1733 |
|
|
2023
Q1 | $1.74M | Buy |
+29,995
| New | +$1.72M | ﹤0.01% | 1733 |
|
|
2022
Q4 | – | Sell |
-22,457
| Closed | -$1.22M | – | 2731 |
|
|
2022
Q3 | $1.22M | Buy |
22,457
+507
| +2% | +$33.4K | ﹤0.01% | 1853 |
|
|
2022
Q2 | $1.37M | Sell |
21,950
-3,214
| -13% | -$228K | ﹤0.01% | 1801 |
|
|
2022
Q1 | $2.37M | Buy |
25,164
+1,363
| +6% | +$134K | ﹤0.01% | 1721 |
|
|
2021
Q4 | $2.83M | Buy |
23,801
+990
| +4% | +$119K | ﹤0.01% | 1706 |
|
|
2021
Q3 | $2.28M | Hold |
22,811
| – | – | ﹤0.01% | 1777 |
|
|
2021
Q2 | $1.69M | Buy |
22,811
+3,712
| +19% | +$316K | ﹤0.01% | 1932 |
|
|
2021
Q1 | $1.48M | Buy |
19,099
+1,052
| +6% | +$73.2K | ﹤0.01% | 1892 |
|
|
2020
Q4 | $876K | Hold |
18,047
| – | – | ﹤0.01% | 2056 |
|
|
2020
Q3 | $562K | Sell |
18,047
-388
| -2% | -$10.6K | ﹤0.01% | 2088 |
|
|
2020
Q2 | $447K | Sell |
18,435
-162
| -0.9% | -$3.97K | ﹤0.01% | 2165 |
|
|
2020
Q1 | $484K | Sell |
18,597
-8,644
| -32% | -$299K | ﹤0.01% | 1991 |
|
|
2019
Q4 | $1.04M | Buy |
27,241
+3,277
| +14% | +$113K | ﹤0.01% | 1896 |
|
|
2019
Q3 | $764K | Buy |
23,964
+5,388
| +29% | +$162K | ﹤0.01% | 2082 |
|
|
2019
Q2 | $540K | Buy |
18,576
+9,041
| +95% | +$270K | ﹤0.01% | 2179 |
|
|
2019
Q1 | $280K | Buy |
9,535
+635
| +7% | +$19.8K | ﹤0.01% | 2342 |
|
|
2018
Q4 | $264K | Hold |
8,900
| – | – | ﹤0.01% | 2266 |
|
|
2018
Q3 | $340K | Buy |
8,900
+900
| +11% | +$37.4K | ﹤0.01% | 2238 |
|
|
2018
Q2 | $326K | Hold |
8,000
| – | – | ﹤0.01% | 2265 |
|
|
2018
Q1 | $330K | Buy |
+8,000
| New | +$313K | ﹤0.01% | 2170 |
|
Other funds holding TFIN
AC
UBS AM's TFIN Position: Q2 2026 in Review
UBS AM reduced its Triumph Financial Inc (TFIN) stake by 0.7% in Q2 2026, selling an estimated $18.8K and leaving 39,310 shares worth $3M. The position accounts for ﹤0.01% of the portfolio, ranked #1885.
UBS AM first reported a position in TFIN in Q1 2018 and has held it in 33 quarters since. The position peaked at $5.33M in Q2 2024. 231 funds tracked by Wall St. Rank hold TFIN as of Q2 2026.
- UBS AM held 39,310 shares of Triumph Financial Inc worth $3M as of Q2 2026.
- UBS AM sold 277 Triumph Financial Inc shares in Q2 2026, an estimated $18.8K.
- Triumph Financial Inc made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #1885 holding.
- UBS AM first reported a position in Triumph Financial Inc in Q1 2018 and has held it in 33 quarters since.
- UBS AM's Triumph Financial Inc position peaked at $5.33M in Q2 2024.
- 231 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q2 2026.
Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.