Position in TRMK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$415,286
+$34,973 QoQ
Shares Held
9,026
+0.0% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#157
of 288 holders
Holding Since
Dec 2023
10 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, 2026Element Wealth, LLC holds $1,637,289 across 5 Banks - Regional names. TRMK ranks #1 (25.4% of the industry book) .
All Filings in TRMK
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $415,286 | 9,026 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $380,313 | 9,025 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $351,484 | 9,024 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $357,310 | 9,023 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $291,278 | 7,989 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $311,099 | 9,020 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $318,966 | 9,018 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $269,992 | 8,485 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $271,591 | 9,041 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $245,734 | 8,814 | Shares | Sole | 2024-02-01 | |
| No filing history on record for this holder in this stock. | ||||||