Position in TRMK
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$647,649
+$53,156 QoQ
Shares Held
15,369
+0.7% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in TRMK Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026CWM, LLC holds $206,512,776 across 285 Banks - Regional names. TRMK ranks #59 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
174,338 | $36,277,994 | |
| 2 | CFG |
Citizens Financial Group Inc/Ri
|
225,549 | $13,526,173 | |
| 3 | USB |
US Bancorp \De\
|
241,668 | $12,569,152 | |
| 4 | PNFP |
Pinnacle Financial Partners, Inc.
|
131,724 | $11,346,705 | |
| 5 | PB |
Prosperity Bancshares Inc
|
130,471 | $8,765,041 | |
| 6 | BPOP |
Popular, Inc.
|
44,953 | $6,031,344 | |
| 7 | TFC |
Truist Financial Corp
|
123,198 | $5,663,412 | |
| 8 | FHN |
First Horizon Corp
|
190,735 | $4,341,128 |
All Filings in TRMK
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $647,649 | 15,369 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $594,493 | 15,263 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $687,495 | 17,361 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $239,797 | 6,577 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $195,040 | 5,655 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $182,261 | 5,153 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $157,827 | 4,960 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $143,681 | 4,783 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $117,274 | 4,172 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $116,900 | 4,193 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $100,588 | 4,629 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $107,965 | 5,112 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,171,051 | 47,411 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $1,601,775 | 45,883 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $1,408,152 | 45,973 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $1,374,031 | 47,072 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $1,500,718 | 49,382 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $1,828,796 | 56,340 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $115,869 | 3,762 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $126,628 | 3,762 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $102,740 | 3,762 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $80,544 | 3,762 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $92,244 | 3,762 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $87,654 | 3,762 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||