OSAIC HOLDINGS, INC.

Position in TFIN — Triumph Financial, Inc.

CIK 1677044 SCOTTSDALE, AZ

Position in TFIN

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$215,345

+$51,996 QoQ

Shares Held

2,822

+3.1% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#165

of 226 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

OSAIC HOLDINGS, INC. holds $326,405,533 across 251 Banks - Regional names. TFIN ranks #116 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	279,306	$68,770,721
2	USB	US Bancorp De	500,032	$30,201,931
3	TFC	Truist Financial Corp	430,382	$21,441,628
4	WSBC	Wesbanco Inc	315,103	$12,298,469
5	MTB	M&T Bank Corp	49,796	$11,851,944
6	UMBF	Umb Financial Corp	79,883	$11,404,096
7	AUB	Atlantic Union Bankshares Corp	263,246	$11,137,936
8	ABCB	Ameris Bancorp	117,414	$10,597,786

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$215,345	2,822	+3.1%	Shares	Defined	2026-08-14
2026-03-31	$163,349	2,738	-0.1%	Shares	Defined	2026-05-15
2025-12-31	$171,668	2,741	+0.7%	Shares	Defined	2026-02-17
2025-09-30	$136,208	2,722	+2.6%	Shares	Defined	2025-11-14
2025-06-30	$146,151	2,652	-10.2%	Shares	Defined	2025-09-04
2025-03-31	$170,741	2,954	+9.3%	Shares	Defined	2025-05-12
2024-12-31	$245,557	2,702	-1.9%	Shares	Defined	2025-06-06
2024-09-30	$219,132	2,755	-32.5%	Shares	Defined	2024-11-13
2024-06-30	$333,621	4,081	-2.8%	Shares	Defined	2024-08-13
2024-03-31	$332,905	4,197	-10.3%	Shares	Defined	2024-05-10
2023-12-31	$375,241	4,680	+70.9%	Shares	Defined	2024-02-12
2023-09-30	$177,458	2,739	+8.5%	Shares	Defined	2023-11-13
2023-06-30	$153,257	2,524	+125.4%	Shares	Defined	2023-08-21
2023-03-31	$65,027	1,120	-5.4%	Shares	Defined	2023-05-12
2022-12-31	$57,861	1,184	+673.9%	Shares	Defined	2023-02-10
2022-09-30	$8,315	153	-43.5%	Shares	Defined	2022-11-14
2022-06-30	$16,953	271	-3.9%	Shares	Defined	2022-08-10
2022-03-31	$26,513	282	+1.1%	Shares	Defined	2022-05-04
2021-12-31	$33,223	279	+25.1%	Shares	Defined	2022-02-03
2021-09-30	$22,328	223	+227.9%	Shares	Defined	2021-11-05
2021-06-30	$5,049	68	+51.1%	Shares	Defined	2021-08-02
2021-03-31	$3,482	45	+32.4%	Shares	Defined	2021-05-13
2020-12-31	$1,650	34	-20.9%	Shares	Defined	2021-02-10
2020-09-30	$1,339	43	-82.3%	Shares	Defined	2020-11-12
2020-06-30	$5,897	243	0.0%	Shares	Defined	2020-08-14
2020-03-31	$6,318	243	—	Shares	Defined	2020-05-18
No filing history on record for this holder in this stock.