Position in TRMK
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$455,268
+$55,360 QoQ
Shares Held
9,895
+4.3% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#150
of 288 holders
Holding Since
Jun 2020
20 quarters on record
Voting authority
Sole 15%
Shared 0%
None 85%
Common Shares in TRMK Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026CAPTRUST FINANCIAL ADVISORS holds $619,782,126 across 129 Banks - Regional names. TRMK ranks #92 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OZK |
Bank OZK
|
2,570,708 | $133,908,179 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
323,224 | $79,584,213 | |
| 3 | UMBF |
Umb Financial Corp
|
428,347 | $61,150,817 | |
| 4 | TFC |
Truist Financial Corp
|
680,372 | $33,896,133 | |
| 5 | FSBC |
Five Star Bancorp
|
467,107 | $22,743,439 | |
| 6 | USB |
US Bancorp \De\
|
375,575 | $22,684,730 | |
| 7 | NWG |
NatWest Group plc
|
1,013,954 | $17,876,009 | |
| 8 | MTB |
M&T Bank Corp
|
68,944 | $16,409,361 |
All Filings in TRMK
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $455,268 | 9,895 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $399,908 | 9,490 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $367,337 | 9,431 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $372,913 | 9,417 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $280,596 | 7,696 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $275,747 | 7,995 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $273,127 | 7,722 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $215,516 | 6,773 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $228,003 | 7,590 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $212,005 | 7,542 | Shares | Sole | 2024-05-15 | |
| 2023-09-30 | $217,452 | 10,007 | Shares | Sole | 2023-11-15 | |
| 2022-06-30 | $173,534 | 5,945 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $40,054 | 1,318 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $49,079 | 1,512 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $46,493 | 1,443 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $39,978 | 1,298 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $43,993 | 1,307 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $31,761 | 1,163 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $22,758 | 1,063 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $34,156 | 1,393 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||