13F Insight
DOSSIER · 13F Holders · Q1 2026Most-boughtAI cap-ex
TFIN

Triumph Financial Inc

207 institutions still hold Triumph Financial Inc as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 89679e300·207 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 2.1%
vs prior quarter
13F value held
$1.0B
62.0% inst. owned
of float
Holders
207
-30 QoQ
filers reporting
Activity
+8 / −47
+827 added · −803 reduced
this quarter
Concentration
19.45%
BlackRock, Inc. #1
top holder share
AI Holders Summary · Q1 2026

207 institutions reported TFIN in Q1 2026. BlackRock, Inc. leads at 19.5% of the visible book. -30 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BlackRock, Inc.
CIK 0002012383
$197M3.3M0.00%Q1 202602
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
CIK 0001021223
$117M2.0M0.34%Q1 202603
STATE STREET CORP
CIK 0000093751
$87M1.5M0.00%Q1 202604
AltraVue Capital, LLC
CIK 0001740837
$85M1.4M7.36%Q1 202605
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$60M999K0.00%Q1 202606
Vanguard Portfolio Management
CIK 0002100121
$52M874K0.00%Q1 202607
DIMENSIONAL FUND ADVISORS LP
CIK 0000354204· Quasi-passive
$50M832K0.01%Q1 202608
BARROW HANLEY MEWHINNEY & STRAUSS LLC
CIK 0000313028
$46M763K0.15%Q1 202609
CITADEL ADVISORS LLC
CIK 0001423053
$40M637K0.01%Q4 202510
FRONTIER CAPITAL MANAGEMENT CO LLC
CIK 0000351173
$38M645K0.40%Q1 202611
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$33M547K0.00%Q1 202612
DIAMOND HILL CAPITAL MANAGEMENT INC
CIK 0001217541
$32M539K0.20%Q1 202613
Ranger Investment Management, L.P.
CIK 0001319691
$31M523K2.26%Q1 202614
AMERICAN CENTURY COMPANIES INC
CIK 0000748054
$29M478K0.01%Q1 202615
BANK OF AMERICA CORP /DE/
CIK 0000070858
$27M460K0.00%Q1 202616
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV
CIK 0000052024
$21M354K5.03%Q1 202617
MORGAN STANLEY
CIK 0000895421
$20M336K0.00%Q1 202618
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$17M291K0.00%Q1 202619
UBS Group AG
CIK 0001610520
$16M270K0.00%Q1 202620
GOLDMAN SACHS GROUP INC
CIK 0000886982
$16M268K0.00%Q1 2026
Page 1 of 11
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