Financial Gravity Asset Management, Inc.
Position in TFIN — Triumph Financial, Inc.
CIK 1741736
Lakeway, TX
Position in TFIN
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$2,479,290
-$123,424 QoQ
Shares Held
41,557
0.0% QoQ
Ownership
0.174%
of shares outstanding
% of Portfolio
1.43%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TFIN Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Financial Gravity Asset Management, Inc. holds $2,925,974 across 7 Banks - Regional names. TFIN ranks #1 (84.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFIN |
Triumph Financial, Inc.
This page
|
41,557 | $2,479,290 | |
| 2 | CFR |
Cullen/Frost Bankers, Inc.
|
3,023 | $414,392 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
95 | $19,768 | |
| 4 | NU |
Nu Holdings Ltd.
|
838 | $12,042 | |
| 5 | FITB |
Fifth Third Bancorp
|
9 | $418 | |
| 6 | LYG |
Lloyds Banking Group plc
|
7 | $35 | |
| 7 | DB |
Deutsche Bank Aktiengesellschaft
|
1 | $29 |
All Filings in TFIN
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,479,290 | 41,557 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,602,714 | 41,557 | Shares | Sole | 2026-02-13 | |
| 2024-06-30 | $2,125,500 | 26,000 | Shares | Sole | 2024-08-06 | |
| No filing history on record for this holder in this stock. | ||||||