COMMONWEALTH EQUITY SERVICES, LLC

Position in TFIN — Triumph Financial, Inc.

CIK 312272 WALTHAM, MA

Position in TFIN

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$225,648

-$32,858 QoQ

Shares Held

2,957

-42.8% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#162

of 226 holders

Holding Since

Sep 2021

11 quarters on record

Financial Services · as of Jun 30, 2026

COMMONWEALTH EQUITY SERVICES, LLC holds $313,294,370 across 127 Banks - Regional names. TFIN ranks #123 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	152,886	$37,643,590
2	USB	US Bancorp \De\	606,349	$36,623,479
3	TFC	Truist Financial Corp	598,369	$29,810,743
4	CFR	Cullen/Frost Bankers, Inc.	87,174	$13,470,126
5	MTB	M&T Bank Corp	55,678	$13,251,920
6	FITB	Fifth Third Bancorp	199,782	$11,261,711
7	HBAN	Huntington Bancshares Inc /Md/	548,854	$9,731,181
8	INDB	Independent Bank Corp	98,821	$8,273,294

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$225,648	2,957	-42.8%	Shares	Sole	2026-07-29
2025-09-30	$258,506	5,166	+65.9%	Shares	Sole	2025-10-22
2024-12-31	$282,909	3,113	-38.5%	Shares	Sole	2025-02-10
2024-09-30	$402,313	5,058	-35.0%	Shares	Sole	2024-10-18
2024-06-30	$635,933	7,779	0.0%	Shares	Sole	2024-07-31
2024-03-31	$617,030	7,779	+112.4%	Shares	Sole	2024-04-29
2023-12-31	$293,699	3,663	+18.6%	Shares	Sole	2024-02-06
2023-09-30	$200,136	3,089	+39.3%	Shares	Sole	2023-10-23
2022-03-31	$208,536	2,218	-9.7%	Shares	Sole	2022-05-04
2021-12-31	$292,341	2,455	+7.9%	Shares	Sole	2022-01-31
2021-09-30	$227,895	2,276	—	Shares	Sole	2021-10-29
No filing history on record for this holder in this stock.