Triumph Financial, Inc.
DE ˙ DB ˙ US89679E3009
61,50 € ↑1,00 (1,65%)
2026-06-03
AKTIENPREIS
SecurityDE:2THA / Triumph Financial, Inc.
InstitutionMorgan Stanley
Latest Disclosed Ownership336,413 shares
Latest Disclosed Value $ 20,070,455
Morgan Stanley reports 34.20% increase in ownership of 2THA / Triumph Financial, Inc.

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 336,413 shares of Triumph Financial, Inc. (DE:2THA) valued at $16,988,856 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 250,672 shares of Triumph Financial, Inc.. This represents a change in shares of 34.20% during the quarter. The current value of the position is $20,689,400 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)
2026-05-15 2026-03-31 13F TRIUMPH FINANCIAL COM 89679E300 336,413 85,741 34.20 20,070 27.84 0.0012
2026-05-27 2025-12-31 13F/A-1 TRIUMPH FINANCIAL COM 89679E300 250,672 -54,467 -17.85 15,700 2.82 0.0009
2026-02-13 2025-12-31 13F TRIUMPH FINANCIAL COM 89679E300 250,672 -54,467 15,700 0.0009
2026-05-27 2025-09-30 13F/A-1 TRIUMPH FINANCIAL COM 89679E300 305,139 20,363 7.15 15,269 -2.71 0.0009
2025-11-14 2025-09-30 13F TRIUMPH FINANCIAL COM 89679E300 305,139 20,363 15,269 0.0009
2025-08-15 2025-06-30 13F TRIUMPH FINANCIAL COM 89679E300 284,776 72,781 34.33 15,694 28.08 0.0010
2025-05-15 2025-03-31 13F TRIUMPH FINANCIAL COM 89679E300 211,995 -13,546 -6.01 12,253 -40.22 0.0009
2025-05-15 2024-12-31 13F/A-1 TRIUMPH FINANCIAL COM 89679E300 225,541 11,730 5.49 20,497 20.53 0.0014
2025-02-14 2024-12-31 13F TRIUMPH FINANCIAL COM 89679E300 225,541 11,730 20,497 0.0014
2025-05-14 2024-09-30 13F/A-2 TRIUMPH FINANCIAL COM 89679E300 213,811 58,797 37.93 17,007 34.20 0.0012
2025-02-14 2024-09-30 13F/A-1 TRIUMPH FINANCIAL COM 89679E300 213,811 58,797 17,007 0.0012
2024-11-14 2024-09-30 13F TRIUMPH FINANCIAL COM 89679E300 213,811 58,797 17,007 0.0001
2025-05-14 2024-06-30 13F/A-2 TRIUMPH FINANCIAL COM 89679E300 155,014 -70,805 -31.35 12,672 -29.25 0.0010
2024-10-17 2024-06-30 13F/A-1 TRIUMPH FINANCIAL COM 89679E300 155,014 -70,805 12,672 0.0010
2024-08-14 2024-06-30 13F TRIUMPH FINANCIAL COM 89679E300 155,014 -70,805 12,672 0.0010
2024-10-17 2024-03-31 13F/A-2 TRIUMPH FINANCIAL COM 89679E300 225,819 -54,853 -19.54 17,912 -20.41 0.0014
2024-08-16 2024-03-31 13F/A-1 TRIUMPH FINANCIAL COM 89679E300 225,819 -54,853 17,912 0.0002
2024-05-15 2024-03-31 13F TRIUMPH FINANCIAL COM 89679E300 225,819 -54,853 17,912 0.0014
2024-08-16 2023-12-31 13F/A-1 TRIUMPH FINANCIAL COM 89679E300 280,672 68,176 32.08 22,504 63.46 0.0020
2024-02-13 2023-12-31 13F TRIUMPH FINANCIAL COM 89679E300 280,672 68,176 22,504 0.0020
2023-11-15 2023-09-30 13F TRIUMPH FINANCIAL COM 89679E300 212,496 70,249 49.39 13,768 59.40 0.0014
2023-08-14 2023-06-30 13F TRIUMPH FINANCIAL COM 89679E300 142,247 -3,687 -2.53 8,637 1.95 0.0009
2023-05-15 2023-03-31 13F TRIUMPH FINANCIAL COM 89679E300 145,934 -14,276 -8.91 8,473 8.21 0.0009
2023-02-14 2022-12-31 13F TRIUMPH FINANCIAL COM 89679E300 160,210 17,820 12.51 7,829 1.16 0.0009
2022-11-14 2022-09-30 13F TRIUMPH BANCORP COM 89679E300 142,390 9,043 6.78 7,739 -7.23 0.0011
2022-10-27 2022-06-30 13F/A-1 TRIUMPH BANCORP COM 89679E300 133,347 -518,712 -79.55 8,342 -86.39 0.0011
2022-08-15 2022-06-30 13F TRIUMPH BANCORP COM 89679E300 133,347 -518,712 8,342 0.0011
2022-10-27 2022-03-31 13F/A-1 TRIUMPH BANCORP COM 89679E300 652,059 561,100 616.87 61,307 465.98 0.0083
2022-05-13 2022-03-31 13F TRIUMPH BANCORP COM 89679E300 652,059 561,100 61,307 0.0083
2022-02-14 2021-12-31 13F TRIUMPH BANCORP COM 89679E300 90,959 14,909 19.60 10,832 42.25 0.0013
2021-11-15 2021-09-30 13F TRIUMPH BANCORP COM 89679E300 76,050 -58,014 -43.27 7,615 -23.50 0.0010
2021-08-23 2021-06-30 13F/A-1 TRIUMPH BANCORP COM 89679E300 134,064 78,083 139.48 9,954 129.78 0.0013
2021-08-16 2021-06-30 13F TRIUMPH BANCORP COM 89679E300 134,064 78,083 9,954 0.0003
2021-05-17 2021-03-31 13F TRIUMPH BANCORP COM 89679E300 55,981 -20,629 -26.93 4,332 16.45 0.0006
2021-02-16 2020-12-31 13F TRIUMPH BANCORP COM 89679E300 76,610 14,095 22.55 3,720 91.06 0.0006
2020-11-13 2020-09-30 13F TRIUMPH BANCORP COM 89679E300 62,515 -5,412 -7.97 1,947 18.14 0.0004
2020-08-14 2020-06-30 13F TRIUMPH BANCORP COM 89679E300 67,927 -2,008 -2.87 1,648 -9.40 0.0004
2020-05-26 2020-03-31 13F/A-1 TRIUMPH BANCORP COM 89679E300 69,935 -49,097 -41.25 1,819 -59.80 0.0005
2020-05-15 2020-03-31 13F TRIUMPH BANCORP COM 89679E300 69,935 -49,097 1,819 139.7371
2020-02-14 2019-12-31 13F TRIUMPH BANCORP COM 89679E300 119,032 31,105 35.38 4,525 61.38 0.0011
2019-11-14 2019-09-30 13F TRIUMPH BANCORP COM 89679E300 87,927 -26,367 -23.07 2,804 -15.57 0.0007
2019-08-14 2019-06-30 13F TRIUMPH BANCORP COM 89679E300 114,294 99,990 699.04 3,321 688.84 0.0009
2019-05-15 2019-03-31 13F TRIUMPH BANCORP COM 89679E300 14,304 -88,978 -86.15 421 -86.27 0.0001
2019-02-14 2018-12-31 13F TRIUMPH BANCORP COM 89679E300 103,282 17,012 19.72 3,067 -6.95 0.0009
2019-04-23 2018-09-30 13F/A-2 TRIUMPH BANCORP COM 89679E300 86,270 -2,037 -2.31 3,296 -8.39 0.0008
2018-11-20 2018-09-30 13F/A-1 TRIUMPH BANCORP COM 89679E300 86,270 0 3,296 0.0008
2018-11-14 2018-09-30 13F TRIUMPH BANCORP COM 89679E300 86,270 -2,037 3,296
2019-04-23 2018-06-30 13F/A-1 TRIUMPH BANCORP COM 89679E300 88,307 26,606 43.12 3,598 41.54 0.0010
2018-08-14 2018-06-30 13F TRIUMPH BANCORP COM 89679E300 88,307 26,606 3,598
2019-04-23 2018-03-31 13F/A-1 TRIUMPH BANCORP COM 89679E300 61,701 22,826 58.72 2,542 107.51 0.0007
2018-05-14 2018-03-31 13F TRIUMPH BANCORP COM 89679E300 61,701 22,826 2,542
2019-04-23 2017-12-31 13F/A-1 TRIUMPH BANCORP COM 89679E300 38,875 15,701 67.75 1,225 63.77 0.0003
2018-02-14 2017-12-31 13F TRIUMPH BANCORP COM 89679E300 38,875 15,701 1,225
2017-11-14 2017-09-30 13F TRIUMPH BANCORP COM 89679E300 23,174 -2,891 -11.09 748 16.88 0.0002
2017-08-11 2017-06-30 13F TRIUMPH BANCORP COM 89679E300 26,065 -7,753 -22.93 640 -26.69 0.0002
2017-05-22 2017-03-31 13F/A-1 TRIUMPH BANCORP COM 89679E300 33,818 -11,878 -25.99 873 -26.95 0.0003
2017-05-12 2017-03-31 13F TRIUMPH BANCORP COM 89679E300 33,818 873
2017-02-22 2016-12-31 13F/A-1 TRIUMPH BANCORP COM 89679E300 45,696 42,867 1,515.27 1,195 2,033.93 0.0004
2017-02-13 2016-12-31 13F TRIUMPH BANCORP COM 89679E300 45,696 1,195
2016-11-10 2016-09-30 13F TRIUMPH BANCORP COM 89679E300 2,829 2,829 -93.81 56 -95.31 0.0000
2016-05-12 2016-03-31 13F TRIUMPH BANCORP COM 89679E300 0 -313 -100.00 0 -100.00
2016-02-09 2015-12-31 13F TRIUMPH BANCORP COM 89679E300 313 -33,462 -99.07 5 -99.12 0.0000
2016-02-08 2015-09-30 13F/A-1 TRIUMPH BANCORP COM 89679E300 33,775 -37,397 -52.54 567 -39.42 0.0002
2015-11-09 2015-09-30 13F TRIUMPH BANCORP COM 89679E300 33,775 567
2015-08-12 2015-06-30 13F TRIUMPH BANCORP COM 89679E300 71,172 17,838 33.45 936 28.57 0.0003
2015-05-14 2015-03-31 13F TRIUMPH BANCORP COM 89679E300 53,334 53,057 19,154.15 728 18,100.00 0.0003
2015-02-13 2014-12-31 13F TRIUMPH BANCORP COM 89679E300 277 277 4 0.0000
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.