13FPulse
TF

TFIN TRIUMPH FINANCIAL INC

2026Q2 · CUSIP 89679E300 · Sector: Financials

Piling in

Net holder growth ranks near the top of the market

Funds that own it
225
Institutions that reported holding it to the SEC
Net increase in holders
+21
Last quarter 204 → now 225
How unusual is that
Top 20%
Stronger buying than 84% of US stocks
What the filings say, in one paragraph

225 funds held TFIN at the end of 2026Q2, up 21 from the quarter before. That is stronger buying than 83.9% of US stocks — among the most piled-into names this quarter. On the business itself, the P/E is 47.0x, return on equity is 4.0%. TFIN has had 6 buying rushes in its history, and the price moved +4.1% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Financials sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2015Q1: holders=49 2015Q2: holders=54 2015Q3: holders=67 2015Q4: holders=69 2016Q1: holders=69 2016Q2: holders=64 2016Q3: holders=67 2016Q4: holders=75 2017Q1: holders=80 2017Q2: holders=79 2017Q3: holders=104 2017Q4: holders=109 2018Q1: holders=116 2018Q2: holders=125 2018Q3: holders=131 2018Q4: holders=129 2019Q1: holders=119 2019Q2: holders=120 2019Q3: holders=124 2019Q4: holders=121 2020Q1: holders=119 2020Q2: holders=116 2020Q3: holders=116 2020Q4: holders=144 2021Q1: holders=159 2021Q2: holders=173 2021Q3: holders=165 2021Q4: holders=182 2022Q1: holders=168 2022Q2: holders=175 2022Q3: holders=173 2022Q4: holders=165 2023Q1: holders=159 2023Q2: holders=154 2023Q3: holders=156 2023Q4: holders=169 2024Q1: holders=175 2024Q2: holders=190 2024Q3: holders=204 2024Q4: holders=210 2025Q1: holders=203 2025Q2: holders=206 2025Q3: holders=191 2025Q4: holders=202 2026Q1: holders=204 2026Q2: holders=225 -28 -14 +0 +14 +28 44141237 15Q116Q217Q318Q420Q121Q222Q323Q425Q126Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 6 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 20%
2024Q2 Top 20% -10.5% +19.2%
2022Q2 Top 20% -27.1% -21.1%
2017Q3 Top 5% +8.9% +38.7%
2015Q3 Top 10% -4.4% -20.4%
2015Q1 Top 20%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
127
Change in large funds
+17
Total value they hold
$1.8B
Funds buying for the first time
49
Funds that sold out entirely
28
Price change that quarter
+9.9%
Funds holding puts (bearish)
5
Funds holding calls (bullish)
6

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
47.0
EPS (TTM)
$1.48
EPS YoY
+236.4%
Revenue (TTM)
Revenue YoY
Net margin
ROE
4.0%
Debt ratio
87.0%
FCF (TTM)
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2021-09-30: EPS 0.94 2021-12-31: EPS 1.01 2022-03-31: EPS 0.93 2022-06-30: EPS 1.74 2022-09-30: EPS 0.62 2022-12-31: EPS 0.67 2023-03-31: EPS 0.43 2023-06-30: EPS 0.29 2023-09-30: EPS 0.51 2023-12-31: EPS 0.38 2024-03-31: EPS 0.14 2024-06-30: EPS 0.08 2024-09-30: EPS 0.19 2024-12-31: EPS 0.13 2025-03-31: EPS -0.03 2025-06-30: EPS 0.15 2025-09-30: EPS 0.04 2025-12-31: EPS 0.77 2026-03-31: EPS 0.23 2026-06-30: EPS 0.44 -0.03 0.94 1.91 20212022202320242025202606/26 EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 53 12 101 190 20222023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-7M8M22M 202420252026
Latest quarter $3M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.