Position in TFIN
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$284,254
+$62,021 QoQ
Shares Held
3,725
0.0% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#149
of 227 holders
Holding Since
Jun 2020
14 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, 2026Red Door Wealth Management, LLC holds $4,625,407 across 7 Banks - Regional names. TFIN ranks #5 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RF |
Regions Financial Corp
|
43,873 | $1,324,964 | |
| 2 | SFBS |
ServisFirst Bancshares, Inc.
|
25,100 | $1,088,712 | |
| 3 | FHN |
First Horizon Corp
|
39,294 | $1,007,498 | |
| 4 | USB |
US Bancorp De
|
7,530 | $454,812 | |
| 5 | TFIN |
Triumph Financial, Inc.
This page
|
3,725 | $284,254 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
1,021 | $251,390 | |
| 7 | TFC |
Truist Financial Corp
|
4,291 | $213,777 |
All Filings in TFIN
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $284,254 | 3,725 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $222,233 | 3,725 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $233,296 | 3,725 | Shares | Sole | 2026-01-20 | |
| 2025-06-30 | $205,284 | 3,725 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $215,305 | 3,725 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $338,528 | 3,725 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $296,286 | 3,725 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $304,518 | 3,725 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $295,467 | 3,725 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $298,670 | 3,725 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $241,342 | 3,725 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $229,096 | 3,773 | Shares | Sole | 2023-08-07 | |
| 2021-06-30 | $3,564 | 48 | Shares | Sole | 2021-07-29 | |
| 2020-06-30 | $9,829 | 405 | Shares | Sole | 2020-07-07 | |
| No filing history on record for this holder in this stock. | ||||||