Triumph Financial, Inc.
DE ˙ DB ˙ US89679E3009
61,50 € ↓ -1,50 (-2,38%)
2026-06-05
DEL PRIS
SecurityDE:2THA / Triumph Financial, Inc.
InstitutionFirst Trust Advisors Lp
Latest Disclosed Ownership11,139 shares
Latest Disclosed Value $ 664,552
First Trust Advisors Lp reports 10.07% decrease in ownership of 2THA / Triumph Financial, Inc.

On May 13, 2026 - First Trust Advisors Lp filed a 13F-HR form disclosing ownership of 11,139 shares of Triumph Financial, Inc. (DE:2THA) valued at $562,520 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 12,386 shares of Triumph Financial, Inc.. This represents a change in shares of -10.07% during the quarter. The current value of the position is $685,048 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-13 2026-03-31 13F TRIUMPH FINANCIAL COM 89679E300 11,139 -1,247 -10.07 665 -14.32 0.0005
2026-02-13 2025-12-31 13F TRIUMPH FINANCIAL COM 89679E300 12,386 2,458 24.76 776 56.25 0.0006
2025-11-12 2025-09-30 13F TRIUMPH FINANCIAL COM 89679E300 9,928 -14,270 -58.97 497 -62.79 0.0004
2025-08-13 2025-06-30 13F TRIUMPH FINANCIAL COM 89679E300 24,198 9,052 59.76 1,334 52.34 0.0011
2025-05-14 2025-03-31 13F TRIUMPH FINANCIAL COM 89679E300 15,146 -502 -3.21 875 -38.47 0.0008
2025-02-13 2024-12-31 13F TRIUMPH FINANCIAL COM 89679E300 15,648 1,513 10.70 1,422 26.51 0.0013
2024-11-13 2024-09-30 13F TRIUMPH FINANCIAL COM 89679E300 14,135 5,958 72.86 1,124 68.26 0.0011
2024-08-13 2024-06-30 13F TRIUMPH FINANCIAL COM 89679E300 8,177 -10,198 -55.50 668 -54.15 0.0007
2024-05-13 2024-03-31 13F TRIUMPH FINANCIAL COM 89679E300 18,375 -1,227 -6.26 1,458 -7.26 0.0015
2024-02-13 2023-12-31 13F TRIUMPH FINANCIAL COM 89679E300 19,602 -8,994 -31.45 1,572 -15.17 0.0017
2023-11-13 2023-09-30 13F TRIUMPH FINANCIAL COM 89679E300 28,596 -5,856 -17.00 1,853 -11.43 0.0022
2023-08-14 2023-06-30 13F TRIUMPH FINANCIAL COM 89679E300 34,452 16,846 95.68 2,092 104.60 0.0024
2023-05-15 2023-03-31 13F TRIUMPH FINANCIAL COM 89679E300 17,606 -7,710 -30.46 1,022 -17.38 0.0012
2023-02-09 2022-12-31 13F TRIUMPH FINANCIAL COM 89679E300 25,316 5,858 30.11 1,237 16.92 0.0015
2022-11-14 2022-09-30 13F TRIUMPH BANCORP COM 89679E300 19,458 -15,030 -43.58 1,058 -50.97 0.0014
2022-08-12 2022-06-30 13F TRIUMPH BANCORP COM 89679E300 34,488 -21,421 -38.31 2,158 -58.95 0.0027
2022-05-13 2022-03-31 13F TRIUMPH BANCORP COM 89679E300 55,909 -10,952 -16.38 5,257 -33.97 0.0054
2022-02-08 2021-12-31 13F TRIUMPH BANCORP COM 89679E300 66,861 -4,741 -6.62 7,962 11.05 0.0077
2021-11-15 2021-09-30 13F TRIUMPH BANCORP COM 89679E300 71,602 -18,158 -20.23 7,170 7.58 0.0077
2021-10-12 2021-06-30 13F/A-1 TRIUMPH BANCORP COM 89679E300 89,760 77,268 618.54 6,665 589.25 0.0072
2021-08-16 2021-06-30 13F TRIUMPH BANCORP COM 89679E300 89,760 77,268 6,665 0.0069
2021-05-14 2021-03-31 13F TRIUMPH BANCORP COM 89679E300 12,492 2,322 22.83 967 95.75 0.0012
2021-02-02 2020-12-31 13F TRIUMPH BANCORP COM 89679E300 10,170 -17,729 -63.55 494 -43.15 0.0007
2020-11-05 2020-09-30 13F TRIUMPH BANCORP COM 89679E300 27,899 -36,871 -56.93 869 -44.72 0.0014
2020-07-22 2020-06-30 13F TRIUMPH BANCORP COM 89679E300 64,770 52,398 423.52 1,572 388.20 0.0027
2020-05-06 2020-03-31 13F TRIUMPH BANCORP COM 89679E300 12,372 -1,808 -12.75 322 -40.26 0.0007
2020-02-03 2019-12-31 13F TRIUMPH BANCORP COM 89679E300 14,180 -1,187 -7.72 539 10.00 0.0009
2019-11-04 2019-09-30 13F TRIUMPH BANCORP COM 89679E300 15,367 -3,814 -19.88 490 -12.03 0.0009
2019-07-30 2019-06-30 13F TRIUMPH BANCORP COM 89679E300 19,181 -3,728 -16.27 557 -17.24 0.0011
2019-06-19 2019-03-31 13F/A-1 TRIUMPH BANCORP COM 89679E300 22,909 -4,763 -17.21 673 -18.13 0.0013
2019-05-09 2019-03-31 13F TRIUMPH BANCORP COM 89679E300 22,909 -4,763 673
2019-02-07 2018-12-31 13F TRIUMPH BANCORP COM 89679E300 27,672 -10,409 -27.33 822 -43.51 0.0019
2018-10-25 2018-09-30 13F TRIUMPH BANCORP COM 89679E300 38,081 -25,404 -40.02 1,455 -43.76 0.0027
2018-08-02 2018-06-30 13F TRIUMPH BANCORP COM 89679E300 63,485 21,527 51.31 2,587 49.62 0.0054
2018-04-23 2018-03-31 13F TRIUMPH BANCORP COM 89679E300 41,958 454 1.09 1,729 32.29 0.0040
2018-02-08 2017-12-31 13F TRIUMPH BANCORP COM 89679E300 41,504 788 1.94 1,307 -0.46 0.0031
2017-10-24 2017-09-30 13F TRIUMPH BANCORP COM 89679E300 40,716 -789 -1.90 1,313 28.85 0.0034
2017-08-02 2017-06-30 13F TRIUMPH BANCORP COM 89679E300 41,505 -5,425 -11.56 1,019 -15.85 0.0027
2017-05-02 2017-03-31 13F TRIUMPH BANCORP COM 89679E300 46,930 -2,092 -4.27 1,211 -5.54 0.0034
2017-02-06 2016-12-31 13F TRIUMPH BANCORP COM 89679E300 49,022 23,234 90.10 1,282 150.39 0.0038
2016-11-01 2016-09-30 13F TRIUMPH BANCORP COM 89679E300 25,788 -43 -0.17 512 23.97 0.0015
2016-08-04 2016-06-30 13F TRIUMPH BANCORP COM 89679E300 25,831 157 0.61 413 1.72 0.0013
2016-05-10 2016-03-31 13F TRIUMPH BANCORP COM 89679E300 25,674 -4,821 -15.81 406 -19.28 0.0013
2016-05-04 2015-12-31 13F/A-1 TRIUMPH BANCORP COM 89679E300 30,495 10,440 52.06 503 49.26 0.0013
2016-02-03 2015-12-31 13F TRIUMPH BANCORP COM 89679E300 30,495 503
2015-11-05 2015-09-30 13F TRIUMPH BANCORP COM 89679E300 20,055 20,055 337 0.0010
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.