Position in TRMK
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,957,660
+$777,042 QoQ
Shares Held
64,283
+24.2% QoQ
Ownership
0.111%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#55
of 288 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TRMK Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026LPL Financial LLC holds $1,299,237,906 across 175 Banks - Regional names. TRMK ranks #47 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
968,289 | $238,412,117 | |
| 2 | TFC |
Truist Financial Corp
|
4,483,086 | $223,347,344 | |
| 3 | USB |
US Bancorp De
|
3,203,593 | $193,497,017 | |
| 4 | RF |
Regions Financial Corp
|
2,404,667 | $72,620,943 | |
| 5 | FITB |
Fifth Third Bancorp
|
824,462 | $46,474,922 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
504,589 | $35,356,551 | |
| 7 | MTB |
M&T Bank Corp
|
134,231 | $31,948,320 | |
| 8 | HBAN |
Huntington Bancshares Inc /Md/
|
1,505,545 | $26,693,312 |
All Filings in TRMK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,957,660 | 64,283 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,180,618 | 51,747 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,331,897 | 59,869 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,586,117 | 65,306 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,695,743 | 73,937 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,235,020 | 64,802 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,277,368 | 64,387 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,638,634 | 51,497 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,515,788 | 50,459 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,412,105 | 50,235 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,782,702 | 63,942 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $839,647 | 38,640 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $434,438 | 20,570 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $526,604 | 21,320 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $723,614 | 20,728 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $605,065 | 19,754 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $605,780 | 20,753 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $595,522 | 19,596 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $671,045 | 20,673 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,091,001 | 33,861 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,204,896 | 39,120 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $995,292 | 29,569 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $828,995 | 30,355 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $652,384 | 30,471 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $230,904 | 9,417 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $238,685 | 10,244 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||