Triumph Financial, Inc.
Ownership
Ownership Structure
Who owns Triumph Financial, Inc. (TFIN)? This page shows the largest institutions and funds, the ownership structure and the latest insider transactions. 89.1% of the shares are freely tradable; institutional investors hold 103.3%.
Largest Shareholders
Institutions
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| BlackRock Inc | 13.84 | 3,307,986 | -0.2 | 03/31/2026 |
| Kayne Anderson Rudnick Investment Management LLC | 8.22 | 1,964,575 | -6.8 | 03/31/2026 |
| State Street Corp | 6.08 | 1,452,113 | +9.9 | 03/31/2026 |
| AltraVue Capital, LLC | 5.88 | 1,404,817 | -1.9 | 06/30/2026 |
| Thrivent Financial For Lutherans | 5.61 | 1,339,376 | -2.7 | 03/31/2026 |
| Vanguard Capital Management, LLC | 4.18 | 998,888 | +0.0 | 03/31/2026 |
| Vanguard Portfolio Management, LLC | 3.66 | 873,584 | +0.0 | 03/31/2026 |
| Dimensional Fund Advisors, Inc. | 3.51 | 839,369 | +0.9 | 06/30/2026 |
Funds
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 5.78 | 1,381,382 | +0.0 | 08/31/2026 |
| Vanguard MStar Total Stk Mkt Idx Invest | 3.01 | 719,713 | +0.0 | 07/31/2026 |
Largest reported positions according to regulatory filings; stake as a percentage of shares outstanding, change versus the previous filing. Source: fundamentals data.
Insider holdings
| Person | Role | Shares | Value | As of | Type |
|---|---|---|---|---|---|
| Nelson Adam D | EVP and General Counsel | 23,755 | 1,496,565 $ | Aug 4, 2026 | direct |
| Schreyer Edward Joseph | EVP, Chief Operating Officer | 15,534 | 978,642 $ | Aug 20, 2026 | direct |
Holdings as of each person's most recent SEC Form 4 filing — excluding options and RSUs, which are not shares yet. Holdings may have changed between two filings.
Insiders
Insider Transactions
| Date | Person | Role | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 20, 2026 | Schreyer Edward Joseph | EVP, Chief Operating Officer | Sell | 2,900 | 73.75 | 213,875 |
| Aug 4, 2026 | Nelson Adam D | EVP and General Counsel | Sell | 3,750 | 79.05 | 296,438 |
Reportable transactions by officers and major shareholders from SEC Form 4 filings. "Other" includes things like stock grants and option exercises without a buy/sell character. View all insider transactions →
Data as of: September 17, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.