ENVESTNET ASSET MANAGEMENT INC

Position in TFIN — Triumph Financial, Inc.

CIK 1407543 Berwyn, PA

Position in TFIN

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$8,502,231

+$2,159,240 QoQ

Shares Held

111,417

+4.8% QoQ

Ownership

0.466%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#35

of 227 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

ENVESTNET ASSET MANAGEMENT INC holds $2,497,062,468 across 120 Banks - Regional names. TFIN ranks #41 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	2,103,553	$517,936,819
2	USB	US Bancorp De	6,349,309	$383,498,263
3	TFC	Truist Financial Corp	3,124,345	$155,654,867
4	FITB	Fifth Third Bancorp	2,186,210	$123,236,657
5	IBN	Icici Bank Ltd	2,774,649	$80,548,060
6	MTB	M&T Bank Corp	318,844	$75,888,060
7	LYG	Lloyds Banking Group plc	12,564,633	$73,251,810
8	WTFC	Wintrust Financial Corp	430,179	$69,138,368

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,502,231	111,417	+4.8%	Shares	Sole	2026-08-03
2026-03-31	$6,342,991	106,319	-2.6%	Shares	Sole	2026-05-04
2025-12-31	$6,833,997	109,117	-21.6%	Shares	Sole	2026-02-10
2025-09-30	$6,966,568	139,220	-5.9%	Shares	Sole	2025-11-05
2025-06-30	$8,157,657	148,025	+5.4%	Shares	Sole	2025-08-01
2025-03-31	$8,114,542	140,390	-4.2%	Shares	Sole	2025-04-29
2024-12-31	$13,311,375	146,472	-1.6%	Shares	Sole	2025-02-13
2024-09-30	$11,837,699	148,827	-0.2%	Shares	Sole	2024-11-07
2024-06-30	$12,193,012	149,150	+108.3%	Shares	Sole	2024-08-08
2024-03-31	$5,679,629	71,604	-1.7%	Shares	Sole	2024-05-13
2023-12-31	$5,840,471	72,842	+0.1%	Shares	Sole	2024-02-13
2023-09-30	$4,714,055	72,759	+83.6%	Shares	Sole	2023-11-13
2023-06-30	$2,405,969	39,624	+3.2%	Shares	Sole	2023-08-04
2023-03-31	$2,229,445	38,399	+4.9%	Shares	Sole	2023-05-11
2022-12-31	$1,788,788	36,603	+554.0%	Shares	Sole	2023-02-07
2022-06-30	$350,148	5,597	-1.1%	Shares	Sole	2022-08-03
2022-03-31	$531,965	5,658	-29.5%	Shares	Sole	2022-05-04
2021-12-31	$956,093	8,029	+18.9%	Shares	Sole	2022-02-04
2021-09-30	$676,378	6,755	+19.9%	Shares	Sole	2021-10-07
2021-06-30	$418,473	5,636	-3.1%	Shares	Sole	2021-08-04
2021-03-31	$450,022	5,815	-5.9%	Shares	Sole	2021-05-04
2020-12-31	$300,136	6,182	-72.4%	Shares	Sole	2021-02-02
2020-06-30	$543,405	22,390	+8.0%	Shares	Sole	2020-07-08
2020-03-31	$538,824	20,724	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.