Triumph Financial Inc (TFIN) — Institutional Holders Breakdown (Q2 2026)

TFIN ranks #2644 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

TFIN is a top-conviction position for AltraVue Capital, LLC — at 7.7% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in TFIN belongs to BlackRock, Inc., but the position matters far more to AltraVue Capital, LLC, who has 7.7% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

State Street has added to its TFIN position for two straight quarters, increasing it by $29.6M to reach $112.4M today.

Kayne Anderson Rudnick Investment Management LLC has trimmed its TFIN position for two straight quarters, cutting it by $23.4M while still holding $108.6M.

TFIN is down 0.8% today, but institutions show net buying of $321.1M this quarter — a divergence between today's price move and the underlying institutional flow.

TFIN closed its latest fiscal year with net income of $25.4M.

• Profitable — net income of $25.4M in the latest fiscal year
• Revenue grew 26.6% year over year
• Net income improved year over year, from $16.1M to $25.4M
• Generated $67.1M in positive operating cash flow
• Liabilities run 5.78x equity — a highly leveraged balance sheet worth noting