Triumph Financial, Inc.
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Last report2 of 8 at or beyond impliedshaded = implied▲▼ = realized× = |realized| ÷ implied
+0.35%
vs ±9.1% implied · ×0.04
shaded = implied · ▲▼ = realized
No thesis.
Fund move
Fund move
Triumph Financial, Inc.
62.11
| Rank | Manager | Value | % 13F | ||
|---|---|---|---|---|---|
| 1 | BlackRockBlackRockindex-like | $259.0M | 14.14% | +2.61% | |
| 2 | State StreetState Streetindex-like | $112.4M | 6.14% | +1.41% | |
| 3 | Kayne Anderson Rudnick Investment ManagementKayne Anderson Rudnick | $108.6M | 5.93% | −27.55% | |
| 4 | AltraVue CapitalAltraVue Capital | $107.2M | 5.85% | −1.88% | |
| 5 | Thrivent Financial FOR LutheransThrivent Financial FOR Lutherans | $99.2M | 5.42% | −2.93% | |
| 6 | Vanguard Capital ManagementVanguardindex-like | $77.8M | 4.25% | new | |
| 7 | Vanguard Portfolio ManagementVanguard Portfolioindex-like | $68.6M | 3.75% | new | |
| 8 | Dimensional Fund AdvisorsDimensional | $64.1M | 3.50% | +0.87% | |
| 9 | Citadel AdvisorsCitadel | $52.4M | 2.86% | +6.29% | |
| 10 | Barrow Hanley Mewhinney & StraussBarrow Hanley Mewhinney & Strauss | $49.0M | 2.68% | −15.79% | |
| 11 | American Century CompaniesAmerican Century Companies | $44.8M | 2.45% | +22.69% | |
| 12 | Frontier Capital ManagementFrontier | $44.6M | 2.44% | −9.37% | |
| 13 | Geode Capital ManagementGeodeindex-like | $44.3M | 2.42% | +6.04% | |
| 14 | Diamond Hill Capital ManagementDiamond Hill | $38.8M | 2.12% | −5.62% | |
| 15 | Bank of AmericaBank of America | $38.3M | 2.09% | +8.96% | |
| 16 | Ranger Investment ManagementRanger | $36.9M | 2.02% | −7.54% | |
| 17 | Investment Management Associates Inc /advInvestment Management Associates Inc /adv | $27.0M | 1.47% | −0.04% | |
| 18 | Charles Schwab Investment ManagementCharles Schwabindex-like | $22.2M | 1.21% | +0.12% | |
| 19 | Caption ManagementCaption | $21.4M | 1.17% | new | |
| 20 | Northern TrustNorthern Trustindex-like | $18.0M | 0.98% | −0.84% | |
| 21 | Morgan StanleyMorgan Stanley | $17.8M | 0.97% | −30.49% | |
| 22 | Goldman Sachs GroupGoldman Sachs | $16.0M | 0.87% | −21.97% | |
| 23 | Wells FargoWells Fargo | $15.4M | 0.84% | +3.62% | |
| 24 | Peregrine Capital ManagementPeregrine | $13.1M | 0.71% | −4.85% | |
| 25 | Earnest PartnersEarnest Partners | $13.0M | 0.71% | +10.83% |
231 managers report $1.8B of Triumph Financial on form 13F for the quarter ended Jun 30 '26. 30 of them hold 80% of it; BlackRock is largest at 14.14%.
Linked news
NewsExpected move
Inputsspot 62.10exp Feb 19ATM strike 60ATM straddle 9.85IV 36%