As of the latest SEC filings, Triumph Financial, Inc. (TFIN) is held by 262 institutional funds. The largest fund shareholder is iShares Core S&P Small-Cap ETF (IJR), holding an estimated $80,906,954.44 in market value, representing 0.09% of its portfolio.
Funds holding Triumph Financial, Inc. (TFIN)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- TFIN
- CIK:
- 0001539638
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
IJR
iShares Core S&P Small-Cap ETF
|
ETF | BlackRock / iShares | 0.09% | $80,906,954.44 | 1,356,134 | Mar 31, 2026 | May 26, 2026 |
|
PSGAX
Virtus KAR Small-Cap Growth Fund
|
MF | Duff & Phelps / Virtus | 6.23% | $51,406,575.94 | 861,659 | Mar 31, 2026 | May 29, 2026 |
|
TSCSX
THRIVENT SMALL CAP STOCK FUND
|
MF | Independent / Boutique | 1.46% | $42,667,840.80 | 630,435 | Apr 30, 2026 | Jun 26, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $42,234,089.58 | 707,913 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.05% | $33,122,098.46 | 555,181 | Mar 31, 2026 | May 28, 2026 |
|
ANOIX
Small Cap Growth Fund
|
MF | American Century | 0.44% | $22,033,968.48 | 325,561 | Apr 30, 2026 | Jun 26, 2026 |
|
KRE
State Street(R) SPDR(R) S&P(R) Regional Banking ETF
|
ETF | State Street (SPDR) | 0.56% | $20,905,520.26 | 350,411 | Mar 31, 2026 | May 28, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.01% | $15,482,068.30 | 259,505 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.05% | $15,180,285.60 | 224,295 | Apr 30, 2026 | Jun 26, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.02% | $14,993,393.24 | 251,314 | Mar 31, 2026 | May 28, 2026 |
|
AVPAX
American Beacon Small Cap Value Fund
|
MF | Independent / Boutique | 0.37% | $14,117,574.24 | 208,593 | Apr 30, 2026 | Jun 26, 2026 |
|
KBE
State Street(R) SPDR(R) S&P(R) Bank ETF
|
ETF | State Street (SPDR) | 1.04% | $13,317,006.90 | 223,215 | Mar 31, 2026 | May 29, 2026 |
|
IJS
iShares S&P Small-Cap 600 Value ETF
|
ETF | BlackRock / iShares | 0.17% | $13,205,681.34 | 221,349 | Mar 31, 2026 | May 26, 2026 |
|
SPSM
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF
|
ETF | State Street (SPDR) | 0.09% | $12,412,620.96 | 208,056 | Mar 31, 2026 | May 28, 2026 |
|
DHMAX
DIAMOND HILL SMALL-MID CAP FUND
|
MF | Independent / Boutique | 1.52% | $12,158,529.02 | 203,797 | Mar 31, 2026 | Jun 1, 2026 |
|
DHSCX
DIAMOND HILL SMALL CAP FUND
|
MF | Independent / Boutique | 4.78% | $11,033,043.12 | 184,932 | Mar 31, 2026 | Jun 1, 2026 |
|
VTSIX
VANGUARD TAX-MANAGED SMALL-CAP FUND
|
MF | Vanguard | 0.10% | $9,728,457.90 | 163,065 | Mar 31, 2026 | May 28, 2026 |
|
VISGX
VANGUARD SMALL-CAP GROWTH INDEX FUND
|
ETF | Vanguard | 0.02% | $8,796,330.06 | 147,441 | Mar 31, 2026 | May 28, 2026 |
|
DFSCX
U.S. MICRO CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.11% | $8,425,686.24 | 124,493 | Apr 30, 2026 | Jun 24, 2026 |
|
DFFVX
U.S. Targeted Value Portfolio
|
MF | Dimensional Fund Advisors | 0.05% | $8,013,379.68 | 118,401 | Apr 30, 2026 | Jun 24, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.04% | $7,149,985.92 | 105,644 | Apr 30, 2026 | Jun 24, 2026 |
|
SLYV
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF
|
ETF | State Street (SPDR) | 0.17% | $7,015,359.74 | 117,589 | Mar 31, 2026 | May 28, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.02% | $6,596,004.66 | 118,081 | Feb 28, 2026 | Apr 24, 2026 |
|
MFCCX
Meridian Contrarian Fund
|
MF | Independent / Boutique | 1.09% | $6,433,495.76 | 107,836 | Mar 31, 2026 | Jun 1, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.05% | $6,381,710.88 | 106,968 | Mar 31, 2026 | May 28, 2026 |
Advertisement (320x50)