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Welch Group’s Triumph Financial Inc TFIN Stock Holding History

Welch Group’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 		$202K Buy
+2,644
New +$180K 0.01% 307
2025
Q1 		– Sell
-2,644
Closed -$241K – 275
2024
Q4 		$241K Hold
2,644
– – 0.01% 229
2024
Q3 		$210K Hold
2,644
– – 0.01% 252
2024
Q2 		$216K Hold
2,644
– – 0.01% 237
2024
Q1 		$210K Hold
2,644
– – 0.01% 211
2023
Q4 		$212K Buy
+2,644
New +$179K 0.01% 210
2022
Q2 		– Sell
-2,880
Closed -$271K – 217
2022
Q1 		$271K Hold
2,880
– – 0.02% 174
2021
Q4 		$343K Buy
+2,880
New +$345K 0.02% 154

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 40.89% 1-Year Est. Return

Welch Group's TFIN Position: Q2 2026 in Review

Welch Group opened a new position in Triumph Financial Inc (TFIN) in Q2 2026: 2,644 shares worth $202K. The stake represents 0.01% of the portfolio and ranks #307 among its holdings. This is a return to the name: Welch Group previously reported a position in TFIN as recently as Q4 2024.

Welch Group first reported a position in TFIN in Q4 2021 and has held it in 8 quarters since. The position peaked at $343K in Q4 2021. 231 funds tracked by Wall St. Rank hold TFIN as of Q2 2026.

  • Welch Group held 2,644 shares of Triumph Financial Inc worth $202K as of Q2 2026.
  • Triumph Financial Inc was a new Welch Group position in Q2 2026.
  • Triumph Financial Inc made up 0.01% of Welch Group's portfolio in Q2 2026, its #307 holding.
  • Welch Group first reported a position in Triumph Financial Inc in Q4 2021 and has held it in 8 quarters since.
  • Welch Group's Triumph Financial Inc position peaked at $343K in Q4 2021.
  • 231 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q2 2026.

Based on Welch Group's 13F filing for Q2 2026, filed 23 Jul 2026.