Position in TRMK
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$39,153
-$30,669 QoQ
Shares Held
851
-48.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#224
of 288 holders
Holding Since
Dec 2021
14 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, 2026EverSource Wealth Advisors, LLC holds $20,508,011 across 276 Banks - Regional names. TRMK ranks #63 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNFP |
Pinnacle Financial Partners, Inc.
|
22,201 | $2,239,633 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
6,963 | $1,714,425 | |
| 3 | SFBS |
ServisFirst Bancshares, Inc.
|
20,230 | $877,474 | |
| 4 | CBSH |
Commerce Bancshares Inc /Mo/
|
15,055 | $869,423 | |
| 5 | USB |
US Bancorp \De\
|
14,227 | $859,307 | |
| 6 | RF |
Regions Financial Corp
|
24,308 | $734,098 | |
| 7 | CFG |
Citizens Financial Group Inc/Ri
|
10,137 | $710,297 | |
| 8 | FITB |
Fifth Third Bancorp
|
11,905 | $671,080 |
All Filings in TRMK
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,153 | 851 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $69,822 | 1,657 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $52,306 | 1,343 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $55,558 | 1,403 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $45,500 | 1,248 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $7,793 | 226 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $5,233 | 148 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $731 | 23 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $690 | 23 | Shares | Sole | 2024-08-13 | |
| 2022-12-31 | $3,665 | 105 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $3,216 | 105 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $3,064 | 105 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $6,016 | 198 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $6,426 | 198 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||