Triumph Financial, Inc.
US ˙ NYSE ˙ US89679E3009

SecurityTFIN / Triumph Financial, Inc.
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership832,146 shares
Latest Disclosed Value $ 49,641,002
Dimensional Fund Advisors Lp reports 0.43% increase in ownership of TFIN / Triumph Financial, Inc.

On May 7, 2026 - Dimensional Fund Advisors Lp filed a 13F-HR form disclosing ownership of 832,146 shares of Triumph Financial, Inc. (US:TFIN) valued at $49,645,830 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 828,616 shares of Triumph Financial, Inc.. This represents a change in shares of 0.43% during the quarter. The current value of the position is $59,307,045 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)
2026-05-07 2026-03-31 13F TRIUMPH FINANCIAL COM 89679E300 832,146 3,530 0.43 49,641 -4.35 0.0022
2026-02-12 2025-12-31 13F TRIUMPH FINANCIAL COM 89679E300 828,616 -25,760 -3.02 51,896 21.38 0.0109
2025-11-12 2025-09-30 13F TRIUMPH FINANCIAL COM 89679E300 854,376 -19,527 -2.23 42,754 -11.23 0.0092
2025-08-12 2025-06-30 13F TRIUMPH FINANCIAL COM 89679E300 873,903 -20,954 -2.34 48,164 -6.88 0.0112
2025-05-13 2025-03-31 13F TRIUMPH FINANCIAL COM 89679E300 894,857 -51,227 -5.41 51,723 -39.84 0.0129
2025-02-13 2024-12-31 13F TRIUMPH FINANCIAL COM 89679E300 946,084 -49,654 -4.99 85,981 8.56 0.0206
2024-11-07 2024-09-30 13F TRIUMPH FINANCIAL COM 89679E300 995,738 -51,502 -4.92 79,199 -7.49 0.0192
2024-08-09 2024-06-30 13F TRIUMPH FINANCIAL COM 89679E300 1,047,240 8,541 0.82 85,607 3.91 0.0224
2024-05-10 2024-03-31 13F TRIUMPH FINANCIAL COM 89679E300 1,038,699 -3,834 -0.37 82,390 -1.44 0.0223
2024-02-07 2023-12-31 13F TRIUMPH FINANCIAL COM 89679E300 1,042,533 14,714 1.43 83,591 25.53 0.0244
2023-11-09 2023-09-30 13F TRIUMPH FINANCIAL COM 89679E300 1,027,819 48,914 5.00 66,593 12.03 0.0218
2023-08-09 2023-06-30 13F TRIUMPH FINANCIAL COM 89679E300 978,905 89,666 10.08 59,441 15.13 0.0189
2023-05-12 2023-03-31 13F TRIUMPH FINANCIAL COM 89679E300 889,239 58,294 7.02 51,629 128,972.50 0.0174
2023-02-09 2022-12-31 13F TRIUMPH FINANCIAL COM 89679E300 830,945 70,197 9.23 41 -99.90 0.0120
2022-11-10 2022-09-30 13F TRIUMPH BANCORP COM 89679E300 760,748 3,764 0.50 41,348 -12.69 0.0159
2022-08-12 2022-06-30 13F TRIUMPH BANCORP COM 89679E300 756,984 -94,327 -11.08 47,356 -40.84 0.0170
2022-05-13 2022-03-31 13F TRIUMPH BANCORP COM 89679E300 851,311 -22,617 -2.59 80,042 -23.09 0.0247
2022-02-09 2021-12-31 13F TRIUMPH BANCORP COM 89679E300 873,928 -19,415 -2.17 104,067 16.34 0.0315
2021-11-12 2021-09-30 13F TRIUMPH BANCORP COM 89679E300 893,343 -106,765 -10.68 89,448 20.46 0.0288
2021-08-12 2021-06-30 13F TRIUMPH BANCORP COM 89679E300 1,000,108 -25,253 -2.46 74,258 -6.60 0.0235
2021-05-14 2021-03-31 13F TRIUMPH BANCORP COM 89679E300 1,025,361 -34,553 -3.26 79,505 54.50 0.0263
2021-03-08 2020-12-31 13F/A-2 TRIUMPH BANCORP COM 89679E300 1,059,914 -10,444 -0.98 51,460 54.40 0.0186
2021-02-11 2020-12-31 13F TRIUMPH BANCORP COM 89679E300 1,059,914 -10,444 51,460 18,584.6168
2020-11-12 2020-09-30 13F TRIUMPH BANCORP COM 89679E300 1,070,358 -7,021 -0.65 33,330 27.47 0.0141
2020-08-13 2020-06-30 13F TRIUMPH BANCORP COM 89679E300 1,077,379 13,284 1.25 26,147 -5.49 0.0115
2020-05-14 2020-03-31 13F TRIUMPH BANCORP COM 89679E300 1,064,095 -38,558 -3.50 27,667 -34.01 0.0144
2020-02-14 2019-12-31 13F TRIUMPH BANCORP COM 89679E300 1,102,653 -17,990 -1.61 41,923 17.31 0.0153
2019-11-12 2019-09-30 13F TRIUMPH BANCORP COM 89679E300 1,120,643 42,782 3.97 35,738 14.14 0.0139
2019-08-13 2019-06-30 13F TRIUMPH BANCORP COM 89679E300 1,077,861 74,324 7.41 31,312 6.16 0.0122
2019-08-12 2019-03-31 13F/A-2 TRIUMPH BANCORP COM 89679E300 1,003,537 111,995 12.56 29,495 11.39 0.0117
2019-05-10 2019-03-31 13F TRIUMPH BANCORP COM 89679E300 1,003,537 111,995 29,495
2019-02-26 2018-12-31 13F/A-1 TRIUMPH BANCORP COM 89679E300 891,542 52,937 6.31 26,479 -17.34 0.0120
2019-02-13 2018-12-31 13F TRIUMPH BANCORP COM 89679E300 891,542 52,937 26,479
2018-11-13 2018-09-30 13F TRIUMPH BANCORP COM 89679E300 838,605 54,041 6.89 32,035 0.20 0.0122
2018-08-10 2018-06-30 13F TRIUMPH BANCORP COM 89679E300 784,564 174,755 28.66 31,971 27.25 0.0127
2018-05-11 2018-03-31 13F TRIUMPH BANCORP COM 89679E300 609,809 143,842 30.87 25,124 71.17 0.0105
2018-02-12 2017-12-31 13F TRIUMPH BANCORP COM 89679E300 465,967 156,316 50.48 14,678 46.99 0.0061
2017-11-13 2017-09-30 13F TRIUMPH BANCORP COM 89679E300 309,651 99,641 47.45 9,986 93.68 0.0044
2017-08-11 2017-06-30 13F TRIUMPH BANCORP COM 89679E300 210,010 97,051 85.92 5,156 76.94 0.0024
2017-05-12 2017-03-31 13F TRIUMPH BANCORP COM 89679E300 112,959 77,761 220.92 2,914 216.74 0.0014
2017-02-09 2016-12-31 13F TRIUMPH BANCORP COM 89679E300 35,198 35,198 920 0.0005
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.