Vanguard Group Inc ownership in 2THA / Triumph Financial, Inc.

Triumph Financial, Inc.

DE ˙ DB ˙ US89679E3009

61,50 € ↑1,00 (1,65%)

2026-06-03
AKTIENPREIS

Security	DE:2THA / Triumph Financial, Inc.
Institution	Vanguard Group Inc
Latest Disclosed Ownership	1,962,856 shares
Ownership	8.43%

2024-02-13 - Vanguard Group Inc has filed an SC 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 1,962,856 shares of Triumph Financial, Inc. (DE:2THA). This represents 8.43 percent ownership of the company. In their previous filing dated 2023-02-09 , Vanguard Group Inc had reported owning 2,071,051 shares, indicating a decrease of -5.22 percent.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File Date	Effective Date	Form	Prev Shares	Latest Shares	ΔShares (Percent)	Ownership (Percent)	ΔOwnership (Percent)
2024-02-13	2024-02-13	13G/A	2,071,051	1,962,856	-5.22	8.43	-0.35
2023-02-09	2023-02-09	13G/A	2,059,379	2,071,051	0.57	8.46	3.17
2022-02-10	2022-02-10	13G/A	1,439,657	2,059,379	43.05	8.20	41.62
2021-02-10	2021-02-10	13G/A	1,579,153	1,439,657	-8.83	5.79	-6.91
2020-02-12	2020-02-12	13G/A	1,445,875	1,579,153	9.22	6.22	13.09
2019-02-12	2019-02-12	13G		1,445,875		5.50

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

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	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-01-29	2025-12-31	13F	TRIUMPH FINANCIAL	COM	89679E300	2,031,008	14,355	0.71	127,202	26.05	0.0018
2025-11-07	2025-09-30	13F	TRIUMPH FINANCIAL	COM	89679E300	2,016,653	-2,759	-0.14	100,913	-9.32	0.0015
2025-08-11	2025-06-30	13F	TRIUMPH FINANCIAL	COM	89679E300	2,019,412	24,861	1.25	111,290	-3.47	0.0018
2025-05-09	2025-03-31	13F	TRIUMPH FINANCIAL	COM	89679E300	1,994,551	-32,869	-1.62	115,285	-37.43	0.0021
2025-02-11	2024-12-31	13F	TRIUMPH FINANCIAL	COM	89679E300	2,027,420	24,868	1.24	184,252	15.68	0.0032
2024-11-13	2024-09-30	13F	TRIUMPH FINANCIAL	COM	89679E300	2,002,552	-1,129	-0.06	159,283	-2.76	0.0029
2024-08-13	2024-06-30	13F	TRIUMPH FINANCIAL	COM	89679E300	2,003,681	29,103	1.47	163,801	4.58	0.0031
2024-05-10	2024-03-31	13F	TRIUMPH FINANCIAL	COM	89679E300	1,974,578	11,722	0.60	156,624	-0.48	0.0031
2024-03-11	2023-12-31	13F/A-1	TRIUMPH FINANCIAL	COM	89679E300	1,962,856	29,858	1.54	157,382	25.67	0.0034
2024-02-14	2023-12-31	13F	TRIUMPH FINANCIAL	COM	89679E300	1,962,856	29,858		157,382		0.0030
2023-12-18	2023-09-30	13F/A-1	TRIUMPH FINANCIAL	COM	89679E300	1,932,998	-6,955	-0.36	125,239	6.32	0.0031
2023-11-14	2023-09-30	13F	TRIUMPH FINANCIAL	COM	89679E300	1,932,998	-6,955		125,239		0.0006
2023-08-14	2023-06-30	13F	TRIUMPH FINANCIAL	COM	89679E300	1,939,953	-24,938	-1.27	117,794	3.25	0.0028
2023-07-14	2023-03-31	13F/A-1	TRIUMPH FINANCIAL	COM	89679E300	1,964,891	-106,160	-5.13	114,082	12.71	0.0029
2023-05-15	2023-03-31	13F	TRIUMPH FINANCIAL	COM	89679E300	1,964,891	-106,160		114,082		0.0029
2023-02-10	2022-12-31	13F	TRIUMPH FINANCIAL	COM	89679E300	2,071,051	3,304	0.16	101,212	-9.94	0.0028
2022-11-14	2022-09-30	13F	TRIUMPH BANCORP	COM	89679E300	2,067,747	-19,323	-0.93	112,382	-13.93	0.0033
2022-08-12	2022-06-30	13F	TRIUMPH BANCORP	COM	89679E300	2,087,070	-20,940	-0.99	130,567	-34.12	0.0037
2022-05-13	2022-03-31	13F	TRIUMPH BANCORP	COM	89679E300	2,108,010	48,631	2.36	198,196	-19.18	0.0047
2022-02-14	2021-12-31	13F	TRIUMPH BANCORP	COM	89679E300	2,059,379	466,253	29.27	245,231	53.73	0.0056
2021-11-12	2021-09-30	13F	TRIUMPH BANCORP	COM	89679E300	1,593,126	-14,627	-0.91	159,520	33.63	0.0040
2021-08-13	2021-06-30	13F	TRIUMPH BANCORP	COM	89679E300	1,607,753	151,989	10.44	119,376	5.96	0.0030
2021-05-14	2021-03-31	13F	TRIUMPH BANCORP	COM	89679E300	1,455,764	16,107	1.12	112,661	61.18	0.0030
2021-02-12	2020-12-31	13F	TRIUMPH BANCORP	COM	89679E300	1,439,657	-32,817	-2.23	69,896	52.44	0.0020
2020-11-16	2020-09-30	13F	TRIUMPH BANCORP	COM	89679E300	1,472,474	14,700	1.01	45,852	29.59	0.0015
2020-08-14	2020-06-30	13F	TRIUMPH BANCORP	COM	89679E300	1,457,774	-78,659	-5.12	35,381	-11.43	0.0013
2020-05-15	2020-03-31	13F	TRIUMPH BANCORP	COM	89679E300	1,536,433	-42,720	-2.71	39,947	-33.46	0.0017
2020-02-14	2019-12-31	13F	TRIUMPH BANCORP	COM	89679E300	1,579,153	-38,492	-2.38	60,039	16.38	0.0020
2019-11-14	2019-09-30	13F	TRIUMPH BANCORP	COM	89679E300	1,617,645	41,803	2.65	51,588	12.69	0.0019
2019-08-14	2019-06-30	13F	TRIUMPH BANCORP	COM	89679E300	1,575,842	7,488	0.48	45,778	-0.69	0.0017
2019-05-15	2019-03-31	13F	TRIUMPH BANCORP	COM	89679E300	1,568,354	122,479	8.47	46,094	7.34	0.0018
2019-02-14	2018-12-31	13F	TRIUMPH BANCORP	COM	89679E300	1,445,875	54,050	3.88	42,942	-19.23	0.0019
2018-12-13	2018-09-30	13F/A-2	TRIUMPH BANCORP	COM	89679E300	1,391,825	307,629	28.37	53,167	20.34	0.0021
2018-11-23	2018-09-30	13F/A-1	TRIUMPH BANCORP	COM	89679E300	1,391,825	0		53,167		0.0021
2018-11-14	2018-09-30	13F	TRIUMPH BANCORP	COM	89679E300	1,391,825	307,629		53,167
2018-08-14	2018-06-30	13F	TRIUMPH BANCORP	COM	89679E300	1,084,196	304,314	39.02	44,182	37.51	0.0018
2018-05-15	2018-03-31	13F	TRIUMPH BANCORP	COM	89679E300	779,882	21,600	2.85	32,130	34.51	0.0014
2018-02-14	2017-12-31	13F	TRIUMPH BANCORP	COM	89679E300	758,282	15,647	2.11	23,886	-0.27	0.0010
2017-11-14	2017-09-30	13F	TRIUMPH BANCORP	COM	89679E300	742,635	73,370	10.96	23,950	45.76	0.0011
2017-08-24	2017-06-30	13F/A-1	TRIUMPH BANCORP	COM	89679E300	669,265	19,502	3.00	16,431	-1.99	0.0008
2017-08-11	2017-06-30	13F	TRIUMPH BANCORP	COM	89679E300	669,265	19,502		16,431
2017-05-12	2017-03-31	13F	TRIUMPH BANCORP	COM	89679E300	649,763	32,511	5.27	16,764	3.86	0.0009
2017-02-14	2016-12-31	13F	TRIUMPH BANCORP	COM	89679E300	617,252	23,629	3.98	16,141	37.04	0.0009
2016-11-14	2016-09-30	13F	TRIUMPH BANCORP	COM	89679E300	593,623	79,551	15.47	11,778	43.20	0.0007
2016-08-10	2016-06-30	13F	TRIUMPH BANCORP	COM	89679E300	514,072	18,535	3.74	8,225	4.86	0.0005
2016-05-13	2016-03-31	13F	TRIUMPH BANCORP	COM	89679E300	495,537	12,872	2.67	7,844	-1.51	0.0005
2016-02-08	2015-12-31	13F	TRIUMPH BANCORP	COM	89679E300	482,665	48,652	11.21	7,964	9.22	0.0005
2015-11-12	2015-09-30	13F/A-1	TRIUMPH BANCORP	COM	89679E300	434,013	244,284	128.75	7,292	192.26	0.0003
2015-11-12	2015-09-30	13F/A-1	TRIUMPH BANCORP	COM	89679E300	434,013	244,284		7,292		0.0003
2015-08-13	2015-06-30	13F	TRIUMPH BANCORP	COM	89679E300	189,729	22,727	13.61	2,495	9.38	0.0002
2015-05-15	2015-03-31	13F/A-1	TRIUMPH BANCORP	COM	89679E300	167,002	2,379	1.45	2,281	2.24	0.0002
2015-05-14	2015-03-31	13F	TRIUMPH BANCORP	COM	89679E300	167,002			2,281
2015-02-12	2014-12-31	13F	TRIUMPH BANCORP	COM	89679E300	164,623	164,623		2,231		0.0002

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.