MORGAN STANLEY

Position in TFIN — Triumph Financial, Inc.

CIK 895421 NEW YORK, NY

Back to TFIN Full portfolio

Position in TFIN

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$17,843,866

-$2,226,528 QoQ

Shares Held

233,834

-30.5% QoQ

Ownership

0.979%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#20

of 226 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 84% Shared 0% None 16%

Common Shares in TFIN Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

MORGAN STANLEY holds $21,987,456,480 across 309 Banks - Regional names. TFIN ranks #105 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USB	US Bancorp \De\	30,552,978	$1,845,399,864
2	FITB	Fifth Third Bancorp	29,374,537	$1,655,842,642
3	IBN	Icici Bank Ltd	54,395,929	$1,579,113,812
4	NU	Nu Holdings Ltd.	117,966,561	$1,576,033,245
5	HDB	Hdfc Bank Ltd	53,273,199	$1,376,046,720
6	PNC	Pnc Financial Services Group, Inc.	5,130,246	$1,263,169,160
7	TFC	Truist Financial Corp	22,539,416	$1,122,913,697
8	CFG	Citizens Financial Group Inc/Ri	12,264,969	$859,406,370

All Filings in TFIN

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$17,843,866	233,834	-30.5%	Shares	Defined	2026-08-13
2026-03-31	$20,070,394	336,413	+34.2%	Shares	Defined	2026-05-15
2025-12-31	$15,699,584	250,672	-17.8%	Shares	Defined	2026-05-27
2025-09-30	$15,269,151	305,139	+7.2%	Shares	Defined	2026-05-27
2025-06-30	$15,694,001	284,776	+34.3%	Shares	Defined	2025-08-15
2025-03-31	$12,253,307	211,995	-6.0%	Shares	Defined	2025-05-15
2024-12-31	$20,497,162	225,541	+5.5%	Shares	Defined	2025-05-15
2024-09-30	$17,006,523	213,811	+37.9%	Shares	Defined	2025-05-14
2024-06-30	$12,672,392	155,014	-31.4%	Shares	Defined	2025-05-14
2024-03-31	$17,911,960	225,819	-19.5%	Shares	Defined	2024-10-17
2023-12-31	$22,504,275	280,672	+32.1%	Shares	Defined	2024-08-16
2023-09-30	$13,767,612	212,496	+49.4%	Shares	Defined	2023-11-15
2023-06-30	$8,637,232	142,247	-2.5%	Shares	Defined	2023-08-14
2023-03-31	$8,472,924	145,934	-8.9%	Shares	Defined	2023-05-15
2022-12-31	$7,829,457	160,210	+12.5%	Shares	Defined	2023-02-14
2022-09-30	$7,738,893	142,390	+6.8%	Shares	Defined	2022-11-14
2022-06-30	$8,342,184	133,347	-79.5%	Shares	Defined	2022-10-27
2022-03-31	$61,306,584	652,059	+616.9%	Shares	Defined	2022-10-27
2021-12-31	$10,831,395	90,959	+19.6%	Shares	Defined	2022-02-14
2021-09-30	$7,614,884	76,050	-43.3%	Shares	Defined	2021-11-15
2021-06-30	$9,954,250	134,064	+139.5%	Shares	Defined	2021-08-23
2021-03-31	$4,332,368	55,981	-26.9%	Shares	Defined	2021-05-17
2020-12-31	$3,719,414	76,610	+22.5%	Shares	Defined	2021-02-16
2020-09-30	$1,946,716	62,515	-8.0%	Shares	Defined	2020-11-13
2020-06-30	$1,648,587	67,927	-2.9%	Shares	Defined	2020-08-14
2020-03-31	$1,818,310	69,935	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.