Triumph Financial, Inc.
DE ˙ DB ˙ US89679E3009
61,50 € ↓ -1,50 (-2,38%)
2026-06-05
DEL PRIS
SecurityDE:2THA / Triumph Financial, Inc.
InstitutionMarshall Wace, Llp
Latest Disclosed Ownership173,645 shares
Latest Disclosed Value $ 10,359,659
Marshall Wace, Llp reports 29.26% decrease in ownership of 2THA / Triumph Financial, Inc.

On May 14, 2026 - Marshall Wace, Llp filed a 13F-HR form disclosing ownership of 173,645 shares of Triumph Financial, Inc. (DE:2THA) valued at $8,769,072 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 245,460 shares of Triumph Financial, Inc.. This represents a change in shares of -29.26% during the quarter. The current value of the position is $10,679,168 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)
2026-05-14 2026-03-31 13F TRIUMPH FINANCIA COMMON STOCK 89679E300 173,645 -71,815 -29.26 10,360 -32.62 0.0103
2026-02-13 2025-12-31 13F TRIUMPH FINANCIA COMMON STOCK 89679E300 245,460 35,626 16.98 15,373 46.41 0.0140
2025-11-13 2025-09-30 13F TRIUMPH FINANCIA COMMON STOCK 89679E300 209,834 -93,540 -30.83 10,500 -37.19 0.0106
2025-08-13 2025-06-30 13F TRIUMPH FINANCIA COMMON STOCK 89679E300 303,374 171,580 130.19 16,719 119.48 0.0188
2025-05-15 2025-03-31 13F TRIUMPH FINANCIA COMMON STOCK 89679E300 131,794 108,109 456.45 7,618 253.95 0.0097
2025-02-13 2024-12-31 13F TRIUMPH FINANCIA COMMON STOCK 89679E300 23,685 23,685 2,152 0.0026
2023-11-14 2023-09-30 13F TRIUMPH FINANCIA COMMON STOCK 89679E300 0 -15,333 -100.00 0 -100.00
2023-08-14 2023-06-30 13F TRIUMPH FINANCIA COMMON STOCK 89679E300 15,333 9,577 166.38 931 178.74 0.0018
2023-05-15 2023-03-31 13F TRIUMPH FINANCIA COMMON STOCK 89679E300 5,756 -73,342 -92.72 334 -91.36 0.0007
2023-02-14 2022-12-31 13F TRIUMPH FINANCIA COMMON STOCK 89679E300 79,098 -78,474 -49.80 3,866 -54.87 0.0087
2022-11-14 2022-09-30 13F TRIUMPH BANCORP COMMON STOCK 89679E300 157,572 148,608 1,657.83 8,565 1,424.02 0.0188
2022-08-15 2022-06-30 13F TRIUMPH BANCORP COMMON STOCK 89679E300 8,964 8,964 562 0.0012
2021-08-13 2021-06-30 13F TRIUMPH BANCORP COMMON STOCK 89679E300 0 -6,761 -100.00 0 -100.00
2021-05-17 2021-03-31 13F TRIUMPH BANCORP COMMON STOCK 89679E300 6,761 6,761 523 0.0024
2019-11-14 2019-09-30 13F TRIUMPH BANCORP COMMON STOCK 89679E300 0 -53,839 -100.00 0 -100.00
2019-08-14 2019-06-30 13F TRIUMPH BANCORP COMMON STOCK 89679E300 53,839 53,839 1,564 0.0129
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.