AltraVue Capital discloses 6.38% Triumph Financial (TFIN) holding

Rhea-AI Filing Summary

AltraVue Capital, LLC has disclosed a significant ownership position in Triumph Financial, Inc. common stock. As of 12/31/2025, AltraVue reports beneficial ownership of 1,515,877 shares, representing 6.38% of the outstanding common shares. It has sole voting power over 990,134 shares, shared voting power over 525,743 shares, and sole dispositive power over all 1,515,877 shares, with no shared dispositive power.

The filer is an investment adviser and certifies that the shares were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control of Triumph Financial, other than activities solely in connection with a nomination under the specified proxy rule.

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Accepted by SEC EDGAR 01/14/2026 - 05:31 PM Learn about SEC filing dates

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

Triumph Financial, Inc.

(Name of Issuer)

Common

(Title of Class of Securities)

89679E300

(CUSIP Number)

12/31/2025

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

SCHEDULE 13G

CUSIP No. 89679E300

1

Names of Reporting Persons

AltraVue Capital, LLC

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 990,134.00
6	Shared Voting Power 525,743.00
7	Sole Dispositive Power 1,515,877.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

1,515,877.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

6.4 %

12

Type of Reporting Person (See Instructions)

IA

SCHEDULE 13G

Item 1.
(a)	Name of issuer: Triumph Financial, Inc.
(b)	Address of issuer's principal executive offices: 12700 PARK CENTRAL DRIVE, SUITE 1700, DALLAS, TEXAS, 75251.
Item 2.
(a)	Name of person filing: AltraVue Capital, LLC
(b)	Address or principal business office or, if none, residence: 11747 NE 1st Street, Suite 205 Bellevue, WA 98005-3018
(c)	Citizenship: US
(d)	Title of class of securities: Common
(e)	CUSIP No.: 89679E300
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: 1,515,877
(b)	Percent of class: 6.38%
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 990,134
	(ii) Shared power to vote or to direct the vote: 525,743
	(iii) Sole power to dispose or to direct the disposition of: 1,515,877
	(iv) Shared power to dispose or to direct the disposition of: 0
Item 5.	Ownership of 5 Percent or Less of a Class.
	Not Applicable
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	Not Applicable
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	Not Applicable
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

AltraVue Capital, LLC

Signature:	Tom Parkhurst
Name/Title:	COO & CCO
Date:	01/08/2026

FAQ

What stake in Triumph Financial (TFIN) does AltraVue Capital report?

AltraVue Capital, LLC reports beneficial ownership of 1,515,877 Triumph Financial common shares, representing 6.38% of the outstanding class as of 12/31/2025.

How much voting power does AltraVue Capital have in Triumph Financial (TFIN)?

AltraVue has sole voting power over 990,134 shares and shared voting power over 525,743 shares of Triumph Financial common stock.

What dispositive power does AltraVue Capital hold over Triumph Financial (TFIN) shares?

AltraVue has sole dispositive power over all 1,515,877 shares it beneficially owns and no shared dispositive power.

Why did AltraVue Capital file a Schedule 13G for Triumph Financial (TFIN)?

AltraVue filed as an investment adviser reporting more than 5% beneficial ownership and certified that the shares were acquired and are held in the ordinary course of business.

Is AltraVue Capital seeking to influence control of Triumph Financial (TFIN)?

AltraVue certifies that the securities were not acquired and are not held for the purpose of changing or influencing control of Triumph Financial, other than activities solely in connection with a nomination under the specified proxy rule.

Who signed the Triumph Financial (TFIN) Schedule 13G on behalf of AltraVue?

The Schedule 13G was signed by Tom Parkhurst, listed as COO & CCO, dated 01/08/2026.