TFINNYSEState Commercial BanksFiscal year ends December 31Also trades as TFIN.P
Triumph Financial, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Oct 21, 2026
$61.44−0.08 (-0.13%)
Close on Oct 19, 2026
- Market cap
- $1.48B
- P/E (TTM)
- 41.5
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
23M
Shares held, 13F filers
Institutional holders
231
41 new, 20 sold out
Net institutional buying
-1M
In Q2 2026
Insider trades, 12 months
2 buys · 5 sales
Net bought $44.33K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 3,360,208 | – | 13G (passive) amendment | Dec 31, 2023 |
| AltraVue Capital, LLC | 1,515,877 | 6.40% | 13G (passive) | Dec 31, 2025 |
| Thrivent Financial For Lutherans | 1,510,380 | 6.50% | 13G (passive) amendment | Mar 31, 2025 |
| State Street Corporation | 1,452,113 | 6.10% | 13G (passive) | Mar 31, 2026 |
| Kayne Anderson Rudnick Investment Management, LLC | 1,423,285 | 6.00% | 13G (passive) amendment | Jun 30, 2026 |
| Lugard Road Capital GP, LLC | 1,214,703 | 5.20% | 13G (passive) amendment | Feb 14, 2024 |
| Vanguard Capital Management | 1,194,592 | 5.01% | 13G (passive) | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of TFIN | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,394,337 | – | $259.02M | +86,351 | 0.00% |
| State Street Corp | 1,472,643 | – | $112.38M | +20,530 | 0.00% |
| Kayne Anderson Rudnick Investment Management LLC | 1,423,285 | – | $108.61M | −541,290 | 0.34% |
| AltraVue Capital, LLC | 1,404,817 | – | $107.20M | −26,900 | 7.73% |
| Thrivent Financial for Lutherans | 1,300,194 | – | $99.22K | −39,182 | 0.17% |
| Vanguard Capital Management LLC | 1,019,619 | – | $77.81M | +20,731 | 0.00% |
| Vanguard Portfolio Management LLC | 898,978 | – | $68.60M | +25,394 | 0.00% |
| Dimensional Fund Advisors LP | 839,369 | – | $64.05M | +7,223 | 0.01% |
| Barrow Hanley Mewhinney & Strauss LLC | 642,731 | – | $49.05M | −120,485 | 0.15% |
| Citadel Advisors LLC | 614,081 | – | $46.86M | −1,524 | 0.01% |
| American Century Companies Inc | 586,991 | – | $44.79M | +108,540 | 0.02% |
| Frontier Capital Management Co LLC | 584,333 | – | $44.59M | −60,444 | 0.42% |
| Geode Capital Management, LLC | 579,887 | – | $44.26M | +33,028 | 0.00% |
| Diamond Hill Capital Management Inc | 508,548 | – | $38.81M | −30,279 | 0.31% |
| Bank Of America Corp /De/ | 501,324 | – | $38.26M | +41,236 | 0.00% |
| Ranger Investment Management, L.P. | 483,810 | – | $36.92M | −39,441 | 2.34% |
| Investment Management Associates Inc /Adv | 353,851 | – | $27.00M | −151 | 5.54% |
| Charles Schwab Investment Management Inc | 291,556 | – | $22.25M | +348 | 0.00% |
| Northern Trust Corp | 236,195 | – | $18.02M | −2,005 | 0.00% |
| Morgan Stanley | 233,834 | – | $17.84M | −102,579 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|
| Q2 2026 | 231 | 23M | 41 / 81 | 69 / 20 | 1M | 2M |
| Q1 2026 | 216 | 24M | 36 / 76 | 64 / 23 | 4M | 2M |
| Q4 2025 | 206 | 24M | 39 / 55 | 85 / 24 | 3M | 2M |
| Q3 2025 | 194 | 23M | 20 / 71 | 66 / 34 | 1M | 1M |
| Q2 2025 | 210 | 23M | 31 / 89 | 63 / 28 | 2M | 1M |
| Q1 2025 | 207 | 22M | 25 / 72 | 74 / 28 | 2M | 2M |
| Q4 2024 | 213 | 22M | 23 / 69 | 74 / 20 | 1M | 1M |
| Q3 2024 | 210 | 22M | 29 / 70 | 66 / 8 | 4M | 1M |
| Q2 2024 | 191 | 22M | 35 / 60 | 58 / 19 | 3M | 1M |
| Q1 2024 | 177 | 21M | 18 / 48 | 76 / 12 | 2M | 1M |
| Q4 2023 | 172 | 20M | 24 / 55 | 59 / 12 | 2M | 2M |
| Q3 2023 | 160 | 20M | 15 / 50 | 62 / 11 | 3M | 1M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of TFIN | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 1,361,750 | – | $103.92M | 0.09% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 719,713 | – | $54.92M | 0.00% | Jun 30, 2026 |
| Thrivent Small Cap Stock Fund | 622,589 | – | $47.27M | 1.62% | Jul 31, 2026 |
| iShares Russell 2000 ETF | 601,809 | – | $45.92M | 0.06% | Jun 30, 2026 |
| Virtus KAR Small-Cap Growth Fund | 520,885 | – | $39.75M | 6.44% | Jun 30, 2026 |
| Small Cap Growth Fund | 403,656 | – | $30.65M | 0.55% | Jul 31, 2026 |
| State Street(R) SPDR(R) S&P(R) Regional Banking ETF | 355,778 | – | $27.15M | 0.57% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 259,913 | – | $19.83M | 0.02% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 259,030 | – | $19.77M | 0.01% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 252,606 | – | $19.18M | 0.06% | Jul 31, 2026 |
| Diamond Hill Small Cap Fund | 211,033 | – | $16.10M | 5.23% | Jun 30, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 207,896 | – | $15.86M | 0.09% | Jun 30, 2026 |
| Thrivent Small-Mid Cap Equity ETF | 207,878 | – | $15.86M | 1.51% | Jun 30, 2026 |
| Thrivent Small Cap Stock Portfolio | 206,781 | – | $15.78M | 1.55% | Jun 30, 2026 |
| iShares S&P Small-Cap 600 Value ETF | 194,722 | – | $14.86M | 0.19% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | Latest filing |
|---|---|---|---|
| Aaron P. Graft | President & CEO, Director | 172,618 | May 5, 2026 |
| Edward Joseph Schreyer | EVP, Chief Operating Officer | 15,534 | Aug 21, 2026 |
| Adam D. Nelson | EVP and General Counsel | 23,755 | Aug 5, 2026 |
| Todd Ritterbusch | President - TBK Bank, SSB | 22,804 | May 11, 2026 |
| William B. Voss | Chief Financial Officer | 17,668 | May 5, 2026 |
| C. Todd Sparks | Director | 182,835 | May 5, 2026 |
| Melissa K. McSherry | Director | 1,871 | May 5, 2026 |
| Debra A. Bradford | Director | 11,885 | May 5, 2026 |
| Carlos M. Sepulveda | Director | 353,205 | May 5, 2026 |
| Charles Albert Anderson | Director | 139,228 | May 5, 2026 |
| Michael P. Rafferty | Director | 38,301 | May 5, 2026 |
| Laura Easley | Director | 11,454 | May 5, 2026 |
| Davis R. Deadman | Director | 10,434 | May 5, 2026 |
| Richard Loren Davis | Director | 203,438 | Jul 2, 2025 |
| Harrison B. Barnes | Director | 34,928 | Jul 2, 2025 |
| Maribess L. Miller | Director | 19,699 | Jul 2, 2025 |
| Charles A. Anderson | Director | 142,501 | May 5, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Edward Joseph Schreyer EVP, Chief Operating Officer | Aug 20, 2026 | Sale(10b5-1 plan) | −2,900 | $73.75 | $213.88K | 15,534 |
| Adam D. Nelson EVP and General Counsel | Aug 4, 2026 | Sale | −3,750 | $79.05 | $296.44K | 23,755 |
| Edward Joseph Schreyer EVP, Chief Operating Officer | May 22, 2026 | Sale(10b5-1 plan) | −2,900 | $66.70 | $193.43K | 18,434 |
| Todd Ritterbusch President - TBK Bank, SSB | May 8, 2026 | Buy | +7,000 | $67.01 | $469.07K | 22,804 |
| Laura Easley Director | May 1, 2026 | Award | +1,258 | – | – | 9,559 |
| Charles Albert Anderson Director | May 1, 2026 | Award | +1,258 | – | – | 129,228 |
| Adam D. Nelson EVP and General Counsel | May 1, 2026 | Award | +2,017 | – | – | 28,699 |
| Adam D. Nelson EVP and General Counsel | May 1, 2026 | Tax withholding | −1,194 | $67.55 | $80.65K | 27,505 |
| Adam D. Nelson EVP and General Counsel | May 1, 2026 | Award | +1,850 | – | – | 26,682 |
| Aaron P. Graft President & CEO, Director | May 1, 2026 | Award | +10,730 | – | – | 169,303 |
| Aaron P. Graft President & CEO, Director | May 1, 2026 | Award | +9,391 | – | – | 158,573 |
| Edward Joseph Schreyer EVP, Chief Operating Officer | May 1, 2026 | Tax withholding | −3,439 | $67.55 | $232.30K | 21,334 |
| Edward Joseph Schreyer EVP, Chief Operating Officer | May 1, 2026 | Award | +4,163 | – | – | 22,082 |
| Edward Joseph Schreyer EVP, Chief Operating Officer | May 1, 2026 | Award | +2,691 | – | – | 24,773 |
| C. Todd Sparks Director | May 1, 2026 | Award | +1,258 | – | – | 50,757 |
| William B. Voss Chief Financial Officer | May 1, 2026 | Award | +2,691 | – | – | 17,668 |
| William B. Voss Chief Financial Officer | May 1, 2026 | Tax withholding | −1,672 | $67.55 | $112.94K | 15,996 |
| William B. Voss Chief Financial Officer | May 1, 2026 | Award | +2,220 | – | – | 14,977 |
| Davis R. Deadman Director | May 1, 2026 | Award | +1,258 | – | – | 10,434 |
| Michael P. Rafferty Director | May 1, 2026 | Award | +1,258 | – | – | 38,301 |
| Adam D. Nelson EVP and General Counsel | May 1, 2026 | Award | +2,710 | – | – | 29,392 |
| Adam D. Nelson EVP and General Counsel | May 1, 2026 | Award | +1,850 | – | – | 26,682 |
| Adam D. Nelson EVP and General Counsel | May 1, 2026 | Tax withholding | −1,194 | $67.55 | $80.65K | 28,198 |
| Debra A. Bradford Director | May 1, 2026 | Award | +1,258 | – | – | 8,537 |
| Carlos M. Sepulveda Director | May 1, 2026 | Award | +1,628 | – | – | 352,940 |
| Todd Ritterbusch President - TBK Bank, SSB | May 1, 2026 | Tax withholding | −1,431 | $67.55 | $96.66K | 15,804 |
| Todd Ritterbusch President - TBK Bank, SSB | May 1, 2026 | Award | +2,017 | – | – | 17,235 |
| Todd Ritterbusch President - TBK Bank, SSB | May 1, 2026 | Award | +2,359 | – | – | 15,218 |
| Melissa K. McSherry Director | May 1, 2026 | Award | +1,258 | – | – | 1,871 |
| Michael P. Rafferty Director | May 1, 2026 | Award | +1,528 | – | – | 38,571 |
| William B. Voss Chief Financial Officer | Mar 10, 2026 | Sale | −427 | $59.57 | $25.44K | 12,757 |
| William B. Voss Chief Financial Officer | Mar 10, 2026 | Option exercise | +427 | $15.87 | $6.78K | 13,184 |
| Aaron P. Graft President & CEO, Director | Feb 27, 2026 | Buy | +8,949 | $55.87 | $499.98K | 149,182 |
| Adam D. Nelson EVP and General Counsel | Dec 18, 2025 | Sale(10b5-1 plan) | −3,000 | $65.18 | $195.54K | 24,832 |
| Davis R. Deadman Director | Dec 16, 2025 | Gift | −1,657 | – | – | 9,176 |
| Charles Albert Anderson Director | Dec 15, 2025 | Gift | −5,144 | – | – | 127,970 |
| Aaron P. Graft President & CEO, Director | Dec 11, 2025 | Gift | −4,325 | – | – | 140,233 |
| Edward Joseph Schreyer EVP, Chief Operating Officer | Sep 2, 2025 | Sale(10b5-1 plan) | −7,275 | $60.43 | $439.63K | 17,919 |
| Adam D. Nelson EVP and General Counsel | Aug 25, 2025 | Sale(10b5-1 plan) | −3,500 | $60.39 | $211.37K | 27,832 |
| Aaron P. Graft President & CEO, Director | Aug 22, 2025 | Sale(10b5-1 plan) | −6,500 | $60.18 | $391.17K | 144,558 |
| Davis R. Deadman Director | Jul 1, 2025 | Award | +613 | – | – | 10,833 |
| Richard Loren Davis Director | Jul 1, 2025 | Award | +613 | – | – | 55,280 |
| Maribess L. Miller Director | Jul 1, 2025 | Award | +613 | – | – | 19,699 |
| C. Todd Sparks Director | Jul 1, 2025 | Award | +613 | – | – | 49,499 |
| Harrison B. Barnes Director | Jul 1, 2025 | Award | +613 | – | – | 22,178 |
| Laura Easley Director | Jul 1, 2025 | Award | +653 | – | – | 8,301 |
| Adam D. Nelson EVP and General Counsel | Jul 1, 2025 | Sale(10b5-1 plan) | −3,500 | $60.16 | $210.56K | 31,332 |
| Michael P. Rafferty Director | Jul 1, 2025 | Award | +613 | – | – | 37,043 |
| Carlos M. Sepulveda Director | Jul 1, 2025 | Award | +857 | – | – | 351,312 |
| Charles Albert Anderson Director | Jul 1, 2025 | Award | +613 | – | – | 133,114 |
| Debra A. Bradford Director | Jul 1, 2025 | Award | +613 | – | – | 7,279 |
| Melissa K. McSherry Director | Jul 1, 2025 | Award | +613 | – | – | 613 |
| Aaron P. Graft President & CEO, Director | Jun 9, 2025 | Sale(10b5-1 plan) | −6,500 | $60.15 | $390.98K | 151,058 |
| Edward Joseph Schreyer EVP, Chief Operating Officer | Jun 9, 2025 | Sale(10b5-1 plan) | −7,275 | $60.00 | $436.50K | 25,194 |
| C. Todd Sparks Director | May 14, 2025 | Other | −11,928 | – | – | 0 |
| Davis R. Deadman Director | May 5, 2025 | Buy | +399 | $21.50 | $8.58K | 26,500 |
| Davis R. Deadman Director | May 2, 2025 | Buy | +601 | $21.70 | $13.04K | 26,101 |
| Michael P. Rafferty Director | May 2, 2025 | Buy | +688 | $21.50 | $14.79K | 9,338 |
| William B. Voss Chief Financial Officer | May 1, 2025 | Award | +674 | – | – | 13,567 |
| William B. Voss Chief Financial Officer | May 1, 2025 | Tax withholding | −810 | $54.38 | $44.05K | 12,757 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Edward Joseph Schreyer Officer | Aug 20, 2026 | 2,900 | $213.50K | Aug 20, 2026 | RSU |
| Nelson Adam DIRECTOR | Aug 4, 2026 | 3,750 | $296.21K | Aug 4, 2026 | RESTRICTED |
| Edward Joseph Schreyer Officer | May 22, 2026 | 2,900 | $193.08K | May 22, 2026 | RSU |
| Barnes Harrison former board member | May 4, 2026 | 8,300 | $549.88K | May 4, 2026 | Open Market Purchase |
| Barnes Harrison former board member | May 1, 2026 | 13,878 | $940.83K | May 1, 2026 | Restricted stock vesting under a registered plan |
| William B. Voss Officer | Mar 10, 2026 | 427 | $25.44K | Mar 10, 2026 | Options Granted 04/01/2016 |
| Nelson Adam DIRECTOR | Dec 19, 2025 | 3,000 | $195.35K | Dec 18, 2025 | RESTRICTED |
| Edward Joseph Schreyer Officer | Sep 2, 2025 | 7,275 | $439.99K | Sep 2, 2025 | RSU |
| Adam D. Nelson Director | Aug 25, 2025 | 3,500 | $211.16K | Aug 25, 2025 | STOCK BONUS |
| Adam D. Nelson Director | Jul 1, 2025 | 3,500 | $210.35K | Jul 1, 2025 | STOCK BONUS |
| P. Graft Aaron Director / President / CEO | Jun 9, 2025 | 31,500 | $1.85M | Jun 9, 2025 | Compensation |
| Edward Joseph Schreyer Officer | Jun 9, 2025 | 7,275 | $432.57K | Jun 9, 2025 | RSU |
| P. Graft Aaron Director / President / CEO | Nov 29, 2024 | 27,000 | $2.94M | Nov 29, 2024 | Compensation |
| Edward Joseph Schreyer Officer | Nov 1, 2024 | 6,129 | $545.36K | Nov 1, 2024 | Restricted Share Award |
| William B. Voss Officer | Aug 28, 2024 | 2,018 | $169.27K | Aug 28, 2024 | Restricted Stock Vesting |