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Triumph Financial, Inc.
TFIN

Overview Fund Activity

209 hedge funds and large institutions have $1.24B invested in Triumph Financial, Inc. in 2025 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 90 increasing their positions, 60 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
+4
Holders Change %
+1.95%
% of All Funds
2.8%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
32
Increased
90
Reduced
60
Closed
27
Calls
$5.15M
Puts
$579K
Net Calls
+$4.57M
Net Calls Change
-$2.48M

Top Buyers

1
AC
AltraVue Capital
Washington
+$17M
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$9.7M
3
Marshall Wace
Marshall Wace
United Kingdom
+$9.46M
4
IMA
Investment Management Associates
Colorado
+$7.26M
5
Bank of America
Bank of America
North Carolina
+$4.26M

Top Sellers

1
LCG
Luxor Capital Group
New York
-$8.17M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$7.98M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$5.75M
4
FSCM
First Sabrepoint Capital Management
Texas
-$4.62M
5
American Century Companies
American Century Companies
Missouri
-$4.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$181M +$2.37M +42,980 +1%
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$157M -$7.98M -144,758 -5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$111M +$1.37M +24,861 +1%
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$83.3M +$75.5K +1,370 +0.1%
State Street
5
State Street
Massachusetts
$72.3M +$1.3M +23,678 +2%
AC
6
AltraVue Capital
Washington
$67.9M +$17M +308,880 +33%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$48.2M -$1.15M -20,954 -2%
Barrow, Hanley, Mewhinney & Strauss
8
Barrow, Hanley, Mewhinney & Strauss
Texas
$45.9M +$9.7M +175,935 +27%
LCG
9
Luxor Capital Group
New York
$35.5M -$8.17M -148,283 -19%
American Century Companies
10
American Century Companies
Missouri
$34.2M -$4.52M -82,025 -12%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$30M +$783K +14,201 +3%
Bank of America
12
Bank of America
North Carolina
$25.3M +$4.26M +77,390 +20%
RIM
13
Ranger Investment Management
Texas
$20.3M -$436K -7,910 -2%
Marshall Wace
14
Marshall Wace
United Kingdom
$16.7M +$9.46M +171,580 +130%
Morgan Stanley
15
Morgan Stanley
New York
$15.7M +$4.01M +72,781 +34%
IMA
16
Investment Management Associates
Colorado
$13.6M +$7.26M +131,678 +114%
Charles Schwab
17
Charles Schwab
California
$13.5M +$2.09M +38,000 +18%
Wells Fargo
18
Wells Fargo
California
$13.3M +$587K +10,652 +5%
Northern Trust
19
Northern Trust
Illinois
$12.2M -$268K -4,862 -2%
BFC
20
Banc Funds Company
Illinois
$10.4M -$165K -3,000 -2%
PCM
21
Peregrine Capital Management
Minnesota
$8.67M -$1.32M -24,017 -13%
Diamond Hill Capital Management
22
Diamond Hill Capital Management
Ohio
$8.59M -$550K -9,971 -6%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$8.16M +$421K +7,635 +5%
NI
24
NFC Investments
Tennessee
$7.51M +$387K +7,025 +5%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$7.45M +$219K +3,974 +3%
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