undamentalytics Newsletter

Triumph Financial, Inc.: which funds bought and sold

Institutions that bought and sold Triumph Financial shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 118 institutions that filed 13F reports for both quarters added to or opened positions in Triumph Financial, and 88 cut or closed them. Together they sold a net 922K shares, −3.9% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 953K shares (−14.2%); index fund managers were net buyers of 174K shares (+2.2%). 38 opened a new position and 20 sold out entirely.

Bought, Q2 2026 118 institutions, 38 of them new holders Sold, Q2 2026 88 institutions, 20 of them sold out
Net change, all compared −922K shares (−3.9%)
Net change, active managers −953K shares (−14.2%), 18 bought, 17 sold

Buyers versus sellers

institutions compared, 243
Active managers and hedge funds 18 bought · 17 sold · −953K
Index fund managers 7 bought · 4 sold · +174K
Other institutions 93 bought · 67 sold · −142K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
American Century Companies Inc Active manager +109K +22.7% 587K $44.8M
Hodges Capital Management Inc. +93K +135.3% 162K $12.4M
HRT Financial LP +91K New position 91K $7M
Blackrock, Inc. Index funds +86K +2.6% 3.4M $259M
Cinctive Capital Management LP Hedge fund +78K New position 78K $6M
Lighthouse Investment Partners, LLC Hedge fund +76K New position 76K $5.8M
Hudson Bay Capital Management LP Hedge fund +48K +192.8% 73K $5.5M
First Sabrepoint Capital Management LP +44K +40.1% 155K $11.8M
Bank Of America Corp +41K +9.0% 501K $38.3M
Tudor Investment Corp Et Al Hedge fund +41K +101.1% 81K $6.2M
Kennedy Capital Management LLC Active manager +40K New position 40K $3.1M
Xtx Topco Ltd +35K +965.2% 39K $3M
SG Americas Securities, LLC +35K +217.1% 51K $3.9M
Geode Capital Management, LLC Index funds +33K +6.0% 580K $44.3M
Ameriprise Financial Inc +28K +27.5% 132K $10M
Vanguard Portfolio Management LLC Index funds +25K +2.9% 899K $68.6M
Squarepoint Ops LLC Hedge fund +25K New position 25K $1.9M
Exoduspoint Capital Management, LP Hedge fund +24K New position 24K $1.8M
Vanguard Capital Management LLC Index funds +21K +2.1% 1.0M $77.8M
State Street Corp Index funds +21K +1.4% 1.5M $112M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Kayne Anderson Rudnick Investment Management LLC Active manager −541K −27.6% 1.4M $109M
Luxor Capital Group, LP Hedge fund −232K Sold out 0 —
UBS Group AG −177K −65.7% 92K $7.1M
Brevan Howard Capital Management LP Hedge fund −142K −94.8% 7,785 $594,073
Barrow Hanley Mewhinney & Strauss LLC Active manager −120K −15.8% 643K $49M
Morgan Stanley −103K −30.5% 234K $17.8M
WCM Investment Management, LLC Active manager −102K −87.2% 15K $1.1M
Boothbay Fund Management, LLC Hedge fund −98K Sold out 0 —
Barclays PLC −79K −89.5% 9,335 $712,354
Frontier Capital Management Co LLC Active manager −60K −9.4% 584K $44.6M
Goldman Sachs Group Inc −59K −22.0% 209K $16M
Marshall Wace, LLP Hedge fund −50K −28.9% 123K $9.4M
Ranger Investment Management, L.P. Active manager −39K −7.5% 484K $36.9M
Thrivent Financial For Lutherans −39K −2.9% 1.3M $99.2M
Pmc Fig Opportunities LLC −38K Sold out 0 —
Sei Investments Co −33K −33.4% 65K $5M
Diamond Hill Capital Management, LLC (Investment Advisor) Active manager −30K −5.6% 509K $38.8M
Philadelphia Financial Management Of San Francisco, LLC −29K −26.0% 82K $6.2M
Altravue Capital, LLC −27K −1.9% 1.4M $107M
Voloridge Investment Management, LLC Hedge fund −25K −27.0% 68K $5.2M

New positions

largest by value
InstitutionSharesValue June 30, 2026
HRT Financial LP 91K $7M
Cinctive Capital Management LPHedge fund 78K $6M
Lighthouse Investment Partners, LLCHedge fund 76K $5.8M
Kennedy Capital Management LLCActive manager 40K $3.1M
Squarepoint Ops LLCHedge fund 25K $1.9M
Exoduspoint Capital Management, LPHedge fund 24K $1.8M
Jain Global LLCHedge fund 11K $818,730
Imc-Chicago, LLC 9,651 $736,468
Entrypoint Capital, LLC 8,601 $656,342
Brookwood Investment Group LLC 7,000 $534,170

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Luxor Capital Group, LPHedge fund 232K $13.9M
Boothbay Fund Management, LLCHedge fund 98K $5.8M
Pmc Fig Opportunities LLC 38K $2.3M
Persistent Asset Partners Ltd 14K $846,754
Gsa Capital Partners LLP 12K $738,000
HSBC Holdings PLC 9,000 $531,540
Toronto Dominion Bank 7,957 $474,715
Schonfeld Strategic Advisors LLCHedge fund 7,871 $469,582
Natixis 6,250 $372,875
Atria Investments, Inc 5,230 $312,022

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
226
Ten largest holders
56.6%
of 13F-reported shares
Index fund managers
35.3%
of 13F-reported shares
Active managers and hedge funds
25.1%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 18 17 8 3 −953K −14.2%
Index fund managers 7 4 0 0 +174K +2.2%
Other institutions 93 67 30 17 −142K −1.6%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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