Waverly Advisors, LLC

Position in TRMK — Trustmark Corp

CIK 1568787 BIRMINGHAM, AL

Position in TRMK

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,824,066

+$303,235 QoQ

Shares Held

39,645

+9.9% QoQ

Ownership

0.068%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#71

of 288 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 72% Shared 0% None 28%

Financial Services · as of Jun 30, 2026

Waverly Advisors, LLC holds $101,446,980 across 55 Banks - Regional names. TRMK ranks #15 (1.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	53,415	$13,151,841
2	SFBS	ServisFirst Bancshares, Inc.	272,914	$11,837,644
3	TFC	Truist Financial Corp	205,565	$10,241,248
4	CATY	Cathay General Bancorp	127,894	$7,928,149
5	NRIM	Northrim Bancorp Inc	210,662	$5,843,763
6	FHN	First Horizon Corp	198,859	$5,098,744
7	USB	US Bancorp \De\	84,243	$5,088,277
8	UCB	United Community Banks Inc	112,521	$3,948,361

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,824,066	39,645	+9.9%	Shares	Sole	2026-08-14
2026-03-31	$1,520,831	36,090	+0.2%	Shares	Sole	2026-05-15
2025-12-31	$1,402,627	36,011	+1.2%	Shares	Sole	2026-02-17
2025-09-30	$1,409,561	35,595	+1.0%	Shares	Sole	2025-11-14
2025-06-30	$1,284,922	35,242	+0.6%	Shares	Sole	2025-08-14
2025-03-31	$1,208,253	35,032	+0.0%	Shares	Sole	2025-05-15
2024-12-31	$1,238,621	35,019	+13.3%	Shares	Sole	2025-02-14
2024-09-30	$983,173	30,898	-3.1%	Shares	Sole	2024-11-14
2024-06-30	$958,335	31,902	+0.1%	Shares	Sole	2024-08-14
2024-03-31	$896,061	31,877	+12.8%	Shares	Other	2024-05-15
2023-12-31	$787,721	28,254	—	Shares	Other	2024-02-14
No filing history on record for this holder in this stock.