Position in TRMK
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$7,053,425
+$702,633 QoQ
Shares Held
153,302
+1.7% QoQ
Ownership
0.264%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#39
of 288 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TRMK Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026ENVESTNET ASSET MANAGEMENT INC holds $2,497,062,468 across 120 Banks - Regional names. TRMK ranks #47 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
2,103,553 | $517,936,819 | |
| 2 | USB |
US Bancorp \De\
|
6,349,309 | $383,498,263 | |
| 3 | TFC |
Truist Financial Corp
|
3,124,345 | $155,654,867 | |
| 4 | FITB |
Fifth Third Bancorp
|
2,186,210 | $123,236,657 | |
| 5 | IBN |
Icici Bank Ltd
|
2,774,649 | $80,548,060 | |
| 6 | MTB |
M&T Bank Corp
|
318,844 | $75,888,060 | |
| 7 | LYG |
Lloyds Banking Group plc
|
12,564,633 | $73,251,810 | |
| 8 | WTFC |
Wintrust Financial Corp
|
430,179 | $69,138,368 |
All Filings in TRMK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,053,425 | 153,302 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $6,350,792 | 150,707 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $5,994,482 | 153,902 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $7,564,708 | 191,028 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $6,992,663 | 191,790 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $7,016,335 | 203,431 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $7,368,136 | 208,316 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $6,327,120 | 198,841 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $5,988,984 | 199,367 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $5,192,957 | 184,737 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $4,826,362 | 173,112 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $3,825,262 | 176,036 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,080,203 | 51,146 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,000,275 | 40,497 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,214,344 | 34,785 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,503,389 | 81,730 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $2,211,784 | 75,772 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,945,203 | 64,008 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,937,277 | 59,682 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,798,262 | 55,812 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $1,438,976 | 46,720 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,451,419 | 43,120 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $1,014,539 | 37,149 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $747,530 | 34,915 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $776,499 | 31,668 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $675,001 | 28,970 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||