Filing Research | TFIN - TRIUMPH FINANCIAL Institutional Holdings

Snapshot holdings

34 / 34 loaded

#		Instrument	quantity
1	PEREGRINE CAPITAL MANAGEMENT LLC	Shares	171.2KSH	$13.1M
2	TECTONIC ADVISORS LLC	Shares	28.6KSH	$2.2M
3	WEST MICHIGAN ADVISORS, LLC	Shares	17.6KSH	$1.1M
4	Louisiana State Employees Retirement System	Shares	9.9KSH	$755.5K
5	Kings Path Partners LLC	Shares	7.3KSH	$553.6K
6	Brookwood Investment Group LLC	Shares	7.0KSH	$534.2K
7	Police & Firemen's Retirement System of New Jersey	Shares	6.8KSH	$520.5K
8	Central Pacific Bank - Trust Division	Shares	6.2KSH	$469.8K
9	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	6.0KSH	$460.1K
10	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	5.4KSH	$409.3K
11	Linden Thomas Advisory Services, LLC	Shares	4.6KSH	$351.9K
12	Red Door Wealth Management, LLC	Shares	3.7KSH	$284.3K
13	HOWARD FINANCIAL SERVICES, LTD.	Shares	3.0KSH	$228.9K
14	Welch Group, LLC	Shares	2.6KSH	$201.8K
15	GAMMA Investing LLC	Shares	543SH	$41.4K
16	Farther Finance Advisors, LLC	Shares	464SH	$35.4K
17	Versant Capital Management, Inc	Shares	420SH	$32.0K
18	SIGNATUREFD, LLC	Shares	243SH	$18.5K
19	EverSource Wealth Advisors, LLC	Shares	190SH	$14.5K
20	WOLFF WIESE MAGANA LLC	Shares	103SH	$7.9K
21	LANARK FINANCIAL, INC.	Shares	78SH	$6.0K
22	SJS Investment Consulting Inc.	Shares	71SH	$5.4K
23	Empirical Capital Management, LLC	Shares	50.0KSH	$3.8K
24	MassMutual Private Wealth & Trust, FSB	Shares	36SH	$2.7K
25	FARMERS & MERCHANTS INVESTMENTS INC	Shares	14SH	$1.1K
26	True Wealth Design, LLC	Shares	11SH	$840
27	State of Alaska, Department of Revenue	Shares	7.4KSH	$568
28	AMALGAMATED BANK	Shares	6.1KSH	$465
29	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	5.4KSH	$414
30	Handelsbanken Fonder AB	Shares	4.7KSH	$359
31	GILPIN WEALTH MANAGEMENT, LLC	Shares	4SH	$306
32	JFS WEALTH ADVISORS, LLC	Shares	4SH	$306
33	Davis Capital Management	Shares	1SH	$76
34	IFP Advisors, Inc	Shares	1SH	$76

Manager changes2026-06-30 vs 2026-03-31

35 / 35 loaded

#		Instrument
1	PEREGRINE CAPITAL MANAGEMENT LLC trimmed	Shares	-8.7K	+$2.3M	$13.1M
2	Kings Path Partners LLC new	Shares	+7.3K	+$553.6K	$553.6K
3	Brookwood Investment Group LLC new	Shares	+7.0K	+$534.2K	$534.2K
4	TECTONIC ADVISORS LLC added	Shares	+242	+$491.0K	$2.2M
5	HOWARD FINANCIAL SERVICES, LTD. new	Shares	+3.0K	+$228.9K	$228.9K
6	Welch Group, LLC new	Shares	+2.6K	+$201.8K	$201.8K
7	Louisiana State Employees Retirement System trimmed	Shares	-100	+$158.9K	$755.5K
8	Police & Firemen's Retirement System of New Jersey added	Shares	+615	+$150.3K	$520.5K
9	Central Pacific Bank - Trust Division unchanged	Shares	0	+$102.5K	$469.8K
10	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-3	+$100.2K	$460.1K
11	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-227	+$75.8K	$409.3K
12	Linden Thomas Advisory Services, LLC trimmed	Shares	-47	+$74.0K	$351.9K
13	Red Door Wealth Management, LLC unchanged	Shares	0	+$62.0K	$284.3K
14	GAMMA Investing LLC added	Shares	+110	+$15.6K	$41.4K
15	Versant Capital Management, Inc added	Shares	+75	+$11.5K	$32.0K
16	EverSource Wealth Advisors, LLC added	Shares	+133	+$11.1K	$14.5K
17	Farther Finance Advisors, LLC added	Shares	+31	+$9.3K	$35.4K
18	SJS Investment Consulting Inc. added	Shares	+67	+$5.2K	$5.4K
19	SIGNATUREFD, LLC unchanged	Shares	0	+$4.0K	$18.5K
20	Empirical Capital Management, LLC added	Shares	+19.6K	+$2.0K	$3.8K
21	WOLFF WIESE MAGANA LLC trimmed	Shares	-2	+$1.6K	$7.9K
22	LANARK FINANCIAL, INC. unchanged	Shares	0	+$1.3K	$6.0K
23	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$599	$2.7K
24	JFS WEALTH ADVISORS, LLC new	Shares	+4	+$306	$306
25	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$233	$1.1K
26	True Wealth Design, LLC unchanged	Shares	0	+$183	$840
27	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+751	+$135	$414
28	Handelsbanken Fonder AB unchanged	Shares	0	+$79	$359
29	AMALGAMATED BANK trimmed	Shares	-422	+$77	$465
30	Davis Capital Management new	Shares	+1	+$76	$76
31	IFP Advisors, Inc unchanged	Shares	0	+$16	$76
32	GILPIN WEALTH MANAGEMENT, LLC trimmed	Shares	-1	+$7	$306
33	WEST MICHIGAN ADVISORS, LLC unchanged	Shares	0	$0	$1.1M
34	State of Alaska, Department of Revenue trimmed	Shares	-3.8K	-$101	$568
35	HARBOR INVESTMENT ADVISORY, LLC exited	Shares	-105	-$6.3K	$0