Position in TRMK
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$281,719
+$26,351 QoQ
Shares Held
6,123
+1.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#172
of 288 holders
Holding Since
Mar 2020
17 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, 2026Creative Planning holds $942,016,805 across 209 Banks - Regional names. TRMK ranks #193 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
834,708 | $50,416,362 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
139,365 | $34,314,449 | |
| 3 | KB |
KB Financial Group Inc.
|
298,911 | $31,373,698 | |
| 4 | CFG |
Citizens Financial Group Inc/Ri
|
434,304 | $30,431,680 | |
| 5 | WF |
Woori Financial Group Inc.
|
519,254 | $29,805,179 | |
| 6 | SHG |
Shinhan Financial Group Co Ltd
|
471,068 | $29,795,050 | |
| 7 | FITB |
Fifth Third Bancorp
|
455,485 | $25,675,688 | |
| 8 | TFC |
Truist Financial Corp
|
513,102 | $25,562,741 |
All Filings in TRMK
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $281,719 | 6,123 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $255,368 | 6,060 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $344,668 | 8,849 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $322,819 | 8,152 | Shares | Sole | 2025-11-14 | |
| 2023-03-31 | $241,244 | 9,767 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $370,814 | 10,622 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $322,687 | 10,535 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $280,399 | 9,606 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $435,215 | 14,321 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $496,702 | 15,302 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $493,030 | 15,302 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $471,301 | 15,302 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $631,966 | 18,775 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $512,444 | 18,764 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $403,557 | 18,849 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $462,177 | 18,849 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $440,393 | 18,901 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||