TRIUMPH FINANCIAL INC TFIN
COM · Common Stock · CUSIP 89679E300
- SectorFinancials
- IndustryState Commercial Banks
- HeadquartersDallas, TX
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($10.9m this quarter). Holder counts are more reliable. Shares outstanding: 23.9m as of 2026-07-17, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $76.29. Options: 8 managers hold calls ($42.5m notional), 9 hold puts ($30.5m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 176 |
| Q4 2022 | 167 |
| Q1 2023 | 163 |
| Q2 2023 | 159 |
| Q3 2023 | 161 |
| Q4 2023 | 174 |
| Q1 2024 | 180 |
| Q2 2024 | 193 |
| Q3 2024 | 213 |
| Q4 2024 | 217 |
| Q1 2025 | 210 |
| Q2 2025 | 214 |
| Q3 2025 | 196 |
| Q4 2025 | 206 |
| Q1 2026 | 216 |
| Q2 2026 | 231 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 95 | 74 |
| Q4 2024 | 86 | 93 |
| Q1 2025 | 94 | 102 |
| Q2 2025 | 118 | 91 |
| Q3 2025 | 90 | 99 |
| Q4 2025 | 87 | 110 |
| Q1 2026 | 105 | 87 |
| Q2 2026 | 119 | 89 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $10.5m | $630.3k | 0.06 |
| Q4 2025 | $5.1m | $12.9m | 2.55 |
| Q1 2026 | $262.5k | $6.6m | 24.98 |
| Q2 2026 | $42.5m | $30.5m | 0.72 |
Biggest buyers
| AMERICAN CENTURY COMPANIES INC | Added | +108.5k |
| Hodges Capital Management Inc. | Added | +93.3k |
| HRT FINANCIAL LP | New | +91.4k |
| BlackRock, Inc. | Added | +86.4k |
| Cinctive Capital Management LP | New | +78.4k |
| Lighthouse Investment Partners, LLC | New | +76.1k |
| Hudson Bay Capital Management LP | Added | +47.7k |
| FIRST SABREPOINT CAPITAL MANAGEMENT LP | Added | +44.3k |
| BANK OF AMERICA CORP /DE/ | Added | +41.2k |
| TUDOR INVESTMENT CORP ET AL | Added | +40.9k |
Biggest sellers
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | Reduced | -541.3k |
| Luxor Capital Group, LP | Sold out | -232.3k |
| UBS Group AG | Reduced | -177.3k |
| Brevan Howard Capital Management LP | Reduced | -142.2k |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | Reduced | -120.5k |
| MORGAN STANLEY | Reduced | -102.6k |
| WCM INVESTMENT MANAGEMENT, LLC | Reduced | -102.5k |
| BOOTHBAY FUND MANAGEMENT, LLC | Sold out | -97.8k |
| BARCLAYS PLC | Reduced | -79.5k |
| FRONTIER CAPITAL MANAGEMENT CO LLC | Reduced | -60.4k |
Biggest calls
| Caption Management, LLC | New | $21.4m280.0k shares |
| FIRST SABREPOINT CAPITAL MANAGEMENT LP | New | $7.6m100.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $3.6m47.4k shares |
| JANE STREET GROUP, LLC | New | $3.3m43.1k shares |
| IMC-Chicago, LLC | New | $2.0m25.8k shares |
| Walleye Trading LLC | Added | $1.8m24.2k shares |
| CITADEL ADVISORS LLC | Added | $1.6m20.8k shares |
| D. E. Shaw & Co., Inc. | New | $1.1m15.0k shares |
Biggest puts
| Walleye Trading LLC | Added | $11.0m144.8k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $6.2m81.0k shares |
| CITADEL ADVISORS LLC | Added | $4.0m52.3k shares |
| SIMPLEX TRADING, LLC | Added | $2.3m29.7k shares |
| JANE STREET GROUP, LLC | Added | $2.3m29.5k shares |
| IMC-Chicago, LLC | Added | $1.7m22.7k shares |
| Jefferies Financial Group Inc. | Reduced | $1.5m19.6k shares |
| PEAK6 LLC | New | $1.2m16.1k shares |
| GROUP ONE TRADING LLC | Unchanged | $305.2k4.0k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| THRIVENT FINANCIAL FOR LUTHERANS 13G · institution +1.5 pts · filed 2025-04-29 | 6.5% |
| AltraVue Capital, LLC 13G · institution +1.3 pts · filed 2026-01-14 | 6.4% |
| STATE STREET CORP 13G · institution new · filed 2026-05-12 | 6.1% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 13G · institution -2.9 pts · filed 2026-08-13 | 6.0% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-07-31 | 5.0% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 2 | $2.0m | $2.0m |
| Q1 2025 | 0 | — | 1 | $620.6k | $620.6k |
| Q2 2025 | 6 | $794.9k | 2 | $827.5k | $827.5k |
| Q3 2025 | 0 | — | 3 | $1.3m | $1.3m |
| Q4 2025 | 0 | — | 1 | $195.5k | $195.5k |
| Q1 2026 | 1 | $500.0k | 1 | $25.4k | — |
| Q2 2026 | 1 | $469.1k | 1 | $193.4k | $193.4k |
| Q3 2026 | 0 | — | 2 | $510.3k | $213.9k |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-08-20 | Schreyer Edward Joseph EVP, Chief Operating Officer | Sold plan | $213.9k2.9k shares |
| 2026-08-04 | Nelson Adam D EVP and General Counsel | Sold | $296.4k3.8k shares |
| 2026-05-22 | Schreyer Edward Joseph EVP, Chief Operating Officer | Sold plan | $193.4k2.9k shares |
| 2026-05-08 | Ritterbusch Todd President - TBK Bank, SSB | Bought | $469.1k7.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.00% of their portfolio | 3.4m $259.0m | Added +86.4k |
| STATE STREET CORP 0.00% of their portfolio | 1.5m $112.4m | Added +20.5k |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.34% of their portfolio | 1.4m $108.6m | Reduced -541.3k |
| AltraVue Capital, LLC 7.73% of their portfolio | 1.4m $107.2m | Reduced -26.9k |
| Thrivent Financial for Lutherans 0.17% of their portfolio | 1.3m $99.2m | Reduced -39.2k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 1.0m $77.8m | Added +20.7k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 899.0k $68.6m | Added +25.4k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 839.4k $64.1m | Added +7.2k |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC 0.15% of their portfolio | 642.7k $49.0m | Reduced -120.5k |
| CITADEL ADVISORS LLC 0.03% of their portfolio | 614.1k $46.9m | Reduced -1.5k |
| AMERICAN CENTURY COMPANIES INC 0.02% of their portfolio | 587.0k $44.8m | Added +108.5k |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.42% of their portfolio | 584.3k $44.6m | Reduced -60.4k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 579.9k $44.3m | Added +33.0k |
| Diamond Hill Capital Management, LLC (Investment Advisor) 0.31% of their portfolio | 508.5k $38.8m | Reduced -30.3k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 501.3k $38.3m | Added +41.2k |
| Ranger Investment Management, L.P. 2.34% of their portfolio | 483.8k $36.9m | Reduced -39.4k |
| INVESTMENT MANAGEMENT ASSOCIATES INC /ADV 6.86% of their portfolio | 353.9k $27.0m | Reduced -151 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 291.6k $22.2m | Added +348 |
| NORTHERN TRUST CORP 0.00% of their portfolio | 236.2k $18.0m | Reduced -2.0k |
| MORGAN STANLEY 0.00% of their portfolio | 233.8k $17.8m | Reduced -102.6k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 209.3k $16.0m | Reduced -59.0k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 202.0k $15.4m | Added +7.1k |
| PEREGRINE CAPITAL MANAGEMENT LLC 0.42% of their portfolio | 171.2k $13.1m | Reduced -8.7k |
| EARNEST PARTNERS LLC 0.05% of their portfolio | 171.0k $13.0m | Added +16.7k |
| Hodges Capital Management Inc. 0.83% of their portfolio | 162.3k $12.4m | Added +93.3k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 158.9k $12.1m | Added +5.8k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 156.2k $11.9m | Added +4.7k |
| FIRST SABREPOINT CAPITAL MANAGEMENT LP 5.06% of their portfolio | 155.0k $11.8m | Added +44.3k |
| Legato Capital Management LLC 0.84% of their portfolio | 132.7k $10.1m | Unchanged |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 131.5k $10.0m | Added +28.4k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio | 129.1k $9.9m | Added +1.4k |
| NFC Investments, LLC 2.47% of their portfolio | 127.2k $9.7m | Reduced -295 |
| Bank of New York Mellon Corp 0.00% of their portfolio | 125.5k $9.6m | Added +3.2k |
| MARSHALL WACE, LLP 0.01% of their portfolio | 123.4k $9.4m | Reduced -50.3k |
| BANC FUNDS CO LLC 1.48% of their portfolio | 117.1k $8.9m | Unchanged |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 111.4k $8.5m | Added +5.1k |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 110.0k $8.4m | Reduced -221 |
| ArrowMark Colorado Holdings LLC 0.34% of their portfolio | 107.8k $8.2m | Unchanged |
| CITIGROUP INC 0.00% of their portfolio | 107.2k $8.2m | Added +2.8k |
| JACOBS ASSET MANAGEMENT, LLC 5.36% of their portfolio | 93.2k $7.1m | Reduced -24.3k |
| UBS Group AG 0.00% of their portfolio | 92.5k $7.1m | Reduced -177.3k |
| HRT FINANCIAL LP 0.02% of their portfolio | 91.4k $7.0m | New |
| EIGHT 31 FINANCIAL, LLC 4.06% of their portfolio | 89.5k $6.8m | Unchanged |
| Philadelphia Financial Management of San Francisco, LLC 1.71% of their portfolio | 81.8k $6.2m | Reduced -28.7k |
| TUDOR INVESTMENT CORP ET AL 0.03% of their portfolio | 81.4k $6.2m | Added +40.9k |
| Cinctive Capital Management LP 0.24% of their portfolio | 78.4k $6.0m | New |
| Public Sector Pension Investment Board 0.02% of their portfolio | 77.6k $5.9m | Reduced -3.3k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 76.4k $5.8m | Added +14.9k |
| Lighthouse Investment Partners, LLC 0.18% of their portfolio | 76.1k $5.8m | New |
| Hudson Bay Capital Management LP 0.03% of their portfolio | 72.5k $5.5m | Added +47.7k |
| Sippican Capital Advisors 3.27% of their portfolio | 70.2k $5.4m | Reduced -225 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.02% of their portfolio | 68.4k $5.2m | Reduced -25.2k |
| Invesco Ltd. 0.00% of their portfolio | 66.5k $5.1m | Reduced -5.3k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 65.2k $5.0m | Reduced -32.7k |
| Nuveen, LLC 0.00% of their portfolio | 64.0k $4.9m | Added +14.3k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 57.5k $4.4m | Reduced -5.7k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.01% of their portfolio | 55.4k $4.2m | Reduced -2.1k |
| Womack Financial LLC 2.64% of their portfolio | 52.4k $4.0m | Added +626 |
| SG Americas Securities, LLC 0.00% of their portfolio | 50.9k $3.9m | Added +34.8k |
| Legal & General Group Plc 0.00% of their portfolio | 50.2k $3.8m | Reduced -111 |
| Empirical Capital Management, LLC 1.04% of their portfolio | 50.0k $3.8m | Added +19.6k |
| Orchard Capital Management, LLC 4.15% of their portfolio | 49.6k $3.8m | Added +14.8k |
| Swiss National Bank 0.00% of their portfolio | 45.3k $3.5m | Added +800 |
| FIFTH THIRD BANCORP 0.01% of their portfolio | 44.8k $3.4m | Added +4.6k |
| LPL Financial LLC 0.00% of their portfolio | 44.4k $3.4m | Reduced -173 |
| Financial Gravity Companies, Inc. 0.51% of their portfolio | 41.6k $3.2m | First filing |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% of their portfolio | 40.8k $3.1m | Added +10.6k |
| KENNEDY CAPITAL MANAGEMENT LLC 0.05% of their portfolio | 40.0k $3.1m | New |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 39.3k $3.0m | Reduced -277 |
| Sovereign's Capital Management, LLC 2.00% of their portfolio | 39.2k $3.0m | Reduced -490 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.06% of their portfolio | 39.2k $3.0m | Added +15.7k |
| XTX Topco Ltd 0.04% of their portfolio | 39.1k $3.0m | Added +35.4k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 39.1k $3.0m | Added +11.8k |
| Cerity Partners LLC 0.00% of their portfolio | 38.1k $2.9m | Reduced -20.3k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 34.1k $2.6m | Added +5.4k |
| KBC Group NV 0.01% of their portfolio | 33.2k $2.5m | Unchanged |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 32.9k $2.5m | Reduced -25.1k |
| TECTONIC ADVISORS LLC 0.10% of their portfolio | 28.6k $2.2m | Added +242 |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 25.9k $1.5m | Unchanged |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 25.3k $1.9m | Added +4.2k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 25.0k $1.9m | Added +12.6k |
| Squarepoint Ops LLC 0.00% of their portfolio | 24.6k $1.9m | New |
| Rosenthal | Henry Capital Advisors, Inc. 1.60% of their portfolio | 24.0k $1.8m | Unchanged |
| ExodusPoint Capital Management, LP 0.02% of their portfolio | 24.0k $1.8m | New |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 23.8k $1.8m | Added +315 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 23.0k $1.8m | Reduced -8.9k |
| Numerai GP LLC 0.14% of their portfolio | 22.9k $1.7m | Added +2.6k |
| Quantinno Capital Management LP 0.00% of their portfolio | 21.9k $1.7m | Added +5.7k |
| Daiwa Securities Group Inc. 0.00% of their portfolio | 20.7k $1.6m | Reduced -3.7k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 20.4k $1.6m | Added +2.2k |
| Rafferty Asset Management, LLC 0.00% of their portfolio | 20.2k $1.5m | Reduced -9.5k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 19.9k $1.5m | Reduced -5.9k |
| Americana Partners, LLC 0.03% of their portfolio | 19.4k $1.5m | Added +76 |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 18.3k $1.4m | Added +5.3k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 18.2k $1.4m | Added +4.4k |
| WEST MICHIGAN ADVISORS, LLC 0.26% of their portfolio | 17.6k $1.3m | Unchanged |
| CANADA LIFE ASSURANCE Co 0.00% of their portfolio | 17.0k $1.3m | Reduced -1.4k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 16.6k $1.3m | Reduced -2.9k |
| Cetera Investment Advisers 0.00% of their portfolio | 15.9k $1.2m | Added +1.5k |
| WCM INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio | 15.0k $1.1m | Reduced -102.5k |