INVESTMENT MANAGEMENT ASSOCIATES INC /ADV

Position in TFIN — Triumph Financial, Inc.

CIK 52024 GREENWOOD VILLAGE, CO

Position in TFIN

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$27,002,369

+$5,882,610 QoQ

Shares Held

353,851

-0.0% QoQ

Ownership

1.48%

of shares outstanding

% of Portfolio

6.95%

of 13F equity value

Holder Rank

#17

of 226 holders

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

INVESTMENT MANAGEMENT ASSOCIATES INC /ADV holds $43,782,769 across 2 Banks - Regional names. TFIN ranks #1 (61.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	TFIN	Triumph Financial, Inc. This page	353,851	$27,002,369
2	NU	Nu Holdings Ltd.	1,256,018	$16,780,400

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$27,002,369	353,851	-0.0%	Shares	Sole	2026-08-03
2026-03-31	$21,119,759	354,002	+4.1%	Shares	Sole	2026-05-07
2025-12-31	$21,304,283	340,161	+34.2%	Shares	Sole	2026-02-03
2025-09-30	$12,680,136	253,400	+2.4%	Shares	Sole	2025-11-06
2025-06-30	$13,644,133	247,580	+113.6%	Shares	Sole	2025-08-04
2025-03-31	$6,699,135	115,902	+19.2%	Shares	Sole	2025-04-30
2024-12-31	$8,836,898	97,237	-2.9%	Shares	Sole	2025-02-03
2024-09-30	$7,967,999	100,176	-6.2%	Shares	Sole	2024-11-05
2024-06-30	$8,732,780	106,823	-0.6%	Shares	Sole	2024-08-01
2024-03-31	$8,521,109	107,427	-7.1%	Shares	Sole	2024-05-09
2023-09-30	$7,494,583	115,675	-1.4%	Shares	Sole	2023-11-01
2023-06-30	$7,126,220	117,362	+56.8%	Shares	Sole	2023-08-01
2023-03-31	$4,346,371	74,860	—	Shares	Sole	2023-05-02
No filing history on record for this holder in this stock.