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JFS WEALTH ADVISORS, LLC

Position in TFIN — Triumph Financial, Inc.

CIK 1568068 HERMITAGE, PA

Position in TFIN

as of Jun 30, 2026 · filed Jul 10, 2026
Position Value
$305
+$255 QoQ
Shares Held
4
+300.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#219
of 226 holders
Holding Since
Dec 2021
17 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in TFIN Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

JFS WEALTH ADVISORS, LLC holds $6,216,757 across 117 Banks - Regional names. TFIN ranks #104 (0.0% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in TFIN

Export CSV
17 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $305 4
2025-09-30 $50 1
2025-06-30 $440 8
2025-03-31 $520 9
2024-12-31 $908 10
2024-09-30 $795 10
2024-06-30 $817 10
2024-03-31 $793 10
2023-12-31 $801 10
2023-09-30 $583 9
2023-06-30 $485 8
2023-03-31 $348 6
2022-12-31 $439 9
2022-09-30 $163 3
2022-06-30 $688 11
2022-03-31 $752 8
2021-12-31 $238 2