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Triumph Financial, Inc. 13F holders

Of the 44 funds followed here, 4 reported a position in Triumph Financial, Inc. in a 13F for the quarter ended 30 June 2026. The largest: Citadel Advisors, 687,181 shares worth $52.4 million, 0.0% of its reported book. New this quarter: Two Sigma Investments.

FundSharesValueOf its bookChange on the quarterStatusQuarter endedFiling
Citadel Advisors687,181$52.4 million0.0%+40,676added30 June 202613F
Geode Capital Management579,887$44.3 million0.0%+33,028added30 June 202613F
FMR LLC4,886$372,8700.0%+1,314added30 June 202613F
Two Sigma Investments4,400$335,7640.0%+4,400new30 June 202613F
Value is what the fund reported.
Read moreChange is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.

Schedule 13D and 13G filed on the name, last twelve months

FiledScheduleWhoHoldingOf the classEvent dateRule or purposeFiling
13 August 202613G/AKayne Anderson Rudnick Investment Management, LLC and 1 other1.4 million6.0%30 June 2026passive, institutional (13d-1(b))EDGAR
31 July 202613GVanguard Capital Management and 1 other1.2 million5.0%30 June 2026passive, institutional (13d-1(b))EDGAR
12 May 202613GState Street Corporation and 1 other1.5 million6.1%31 March 2026passive, institutional (13d-1(b))EDGAR
27 March 202613G/AThe Vanguard Group and 1 other00.0%13 March 2026passive, institutional (13d-1(b))EDGAR
13 February 202613G/AKayne Anderson Rudnick Investment Management, LLC and 5 others2.1 million8.9%31 December 2025passive, institutional (13d-1(b))EDGAR
14 January 202613GAltraVue Capital, LLC and 1 other1.5 million6.4%31 December 2025passive, institutional (13d-1(b))EDGAR
13 November 202513G/AKayne Anderson Rudnick Investment Management, LLC and 5 others2.7 million11.5%30 September 2025passive, institutional (13d-1(b))EDGAR
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
Read moreAmendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short.

Fails to deliver

Settlement dateShares failedPriceFile
11 September 2026418$66.92SEC
21 August 20262,618$73.93SEC
14 August 202654$78.43SEC
3 August 20261,018$75.93SEC
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.
Read moreLargest in the window: 2,618 on 21 August 2026. A fail is an operational fact about settlement, not a position.

Source

Each fund's 13F-HR on EDGAR, linked per row; positions matched to TFIN by CUSIP from the SEC's own fails-to-deliver files; Schedule 13D and 13G from the company's own filing index, each read to confirm the company is the issuer named.

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