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West Michigan Advisors’s Triumph Financial Inc TFIN Stock Holding History

West Michigan Advisors’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 		$1.34M Hold
17,600
– – 0.26% 100
2026
Q1 		$1.05M Hold
17,600
– – 0.23% 104
2025
Q4 		$1.1M Buy
17,600
+2,500
+17% +$140K 0.25% 98
2025
Q3 		$756K Buy
15,100
+4,500
+42% +$265K 0.18% 116
2025
Q2 		$584K Hold
10,600
– – 0.16% 102
2025
Q1 		$613K Buy
+10,600
New +$773K 0.2% 87

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Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
AC
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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

West Michigan Advisors's TFIN Position: Q2 2026 in Review

West Michigan Advisors held its Triumph Financial Inc (TFIN) position steady in Q2 2026 at 17,600 shares worth $1.34M. The position accounts for 0.26% of the portfolio, ranked #100.

West Michigan Advisors first reported a position in TFIN in Q1 2025 and has held it in 6 quarters since. 232 funds tracked by Wall St. Rank hold TFIN as of Q2 2026.

  • West Michigan Advisors held 17,600 shares of Triumph Financial Inc worth $1.34M as of Q2 2026.
  • West Michigan Advisors left its Triumph Financial Inc share count unchanged in Q2 2026.
  • Triumph Financial Inc made up 0.26% of West Michigan Advisors's portfolio in Q2 2026, its #100 holding.
  • West Michigan Advisors first reported a position in Triumph Financial Inc in Q1 2025 and has held it in 6 quarters since.
  • 232 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q2 2026.

Based on West Michigan Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.