Position in TRMK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,061,568
+$617,688 QoQ
Shares Held
153,479
+0.4% QoQ
Ownership
0.264%
of shares outstanding
% of Portfolio
2.65%
of 13F equity value
Holder Rank
#38
of 288 holders
Holding Since
Mar 2020
20 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, 2026MAGNOLIA CAPITAL ADVISORS LLC holds $10,998,239 across 3 Banks - Regional names. TRMK ranks #1 (64.2% of the industry book) .
All Filings in TRMK
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,061,568 | 153,479 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $6,443,880 | 152,916 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,916,534 | 49,205 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,684,584 | 42,540 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,554,143 | 42,626 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,263,230 | 36,626 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,295,461 | 36,626 | Shares | Sole | 2025-05-13 | |
| 2023-06-30 | $522,994 | 24,763 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $611,646 | 24,763 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $864,476 | 24,763 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $758,490 | 24,763 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $726,276 | 24,881 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $786,553 | 25,882 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $842,401 | 25,952 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $826,829 | 25,662 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $790,389 | 25,662 | Shares | Sole | 2021-07-29 | |
| 2020-12-31 | $357,324 | 13,084 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $280,128 | 13,084 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $328,984 | 13,417 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $302,853 | 12,998 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||