Position in TRMK
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$212,796
New position
Shares Held
4,625
first reported quarter
Ownership
0.008%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#195
of 288 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Forvis Mazars Wealth Advisors, LLC holds $8,482,604 across 15 Banks - Regional names. TRMK ranks #15 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RF |
Regions Financial Corp
|
33,395 | $1,008,529 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
3,592 | $884,422 | |
| 3 | CBSH |
Commerce Bancshares Inc /Mo/
|
13,805 | $797,238 | |
| 4 | QCRH |
Qcr Holdings Inc
|
7,672 | $746,869 | |
| 5 | LKFN |
Lakeland Financial Corp
|
11,722 | $723,481 | |
| 6 | FITB |
Fifth Third Bancorp
|
11,543 | $650,678 | |
| 7 | TFC |
Truist Financial Corp
|
12,011 | $598,388 | |
| 8 | USB |
US Bancorp De
|
9,906 | $598,322 |
All Filings in TRMK
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $212,796 | 4,625 | Shares | Sole | 2026-08-10 | |
| No filing history on record for this holder in this stock. | ||||||