WCM Investment Management
TFIN icon

WCM Investment Management’s Triumph Financial Inc TFIN Stock Holding History

WCM Investment 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 		$1.14M Sell
15,013
-102,499
-87% -$6.97M ﹤0.01% 227
2026
Q1 		$6.65M Buy
117,512
+27,852
+31% +$1.74M 0.02% 173
2025
Q4 		$5.64M Buy
+89,660
New +$5.02M 0.01% 173

Other funds holding TFIN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 40.89% 1-Year Est. Return

WCM Investment Management's TFIN Position: Q2 2026 in Review

WCM Investment Management reduced its Triumph Financial Inc (TFIN) stake by 87% in Q2 2026, selling an estimated $6.97M and leaving 15,013 shares worth $1.14M. The position accounts for ﹤0.01% of the portfolio, ranked #227.

WCM Investment Management first reported a position in TFIN in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.65M in Q1 2026. 231 funds tracked by Wall St. Rank hold TFIN as of Q2 2026.

  • WCM Investment Management held 15,013 shares of Triumph Financial Inc worth $1.14M as of Q2 2026.
  • WCM Investment Management sold 102,499 Triumph Financial Inc shares in Q2 2026, an estimated $6.97M.
  • Triumph Financial Inc made up ﹤0.01% of WCM Investment Management's portfolio in Q2 2026, its #227 holding.
  • WCM Investment Management first reported a position in Triumph Financial Inc in Q4 2025 and has held it in 3 quarters since.
  • WCM Investment Management's Triumph Financial Inc position peaked at $6.65M in Q1 2026.
  • 231 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q2 2026.

Based on WCM Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.