Position in TRMK
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$3,097,853
+$303,255 QoQ
Shares Held
67,330
+1.5% QoQ
Ownership
0.116%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#53
of 288 holders
Holding Since
Dec 2021
19 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, 2026HB Wealth Management, LLC holds $91,247,529 across 69 Banks - Regional names. TRMK ranks #6 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
252,376 | $15,243,510 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
55,497 | $13,664,471 | |
| 3 | FITB |
Fifth Third Bancorp
|
127,438 | $7,183,680 | |
| 4 | TFC |
Truist Financial Corp
|
136,250 | $6,787,975 | |
| 5 | RF |
Regions Financial Corp
|
123,329 | $3,724,535 | |
| 6 | TRMK |
Trustmark Corp
This page
|
67,330 | $3,097,853 | |
| 7 | CFG |
Citizens Financial Group Inc/Ri
|
36,686 | $2,570,588 | |
| 8 | HBAN |
Huntington Bancshares Inc /Md/
|
125,261 | $2,220,877 |
All Filings in TRMK
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,097,853 | 67,330 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $2,794,598 | 66,317 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,743,287 | 70,431 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $2,780,355 | 70,211 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $397,523 | 10,903 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $2,574,161 | 74,635 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,639,804 | 74,634 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,358,052 | 74,106 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $2,224,522 | 74,052 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $2,081,601 | 74,052 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,105,804 | 75,531 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $2,101,399 | 96,705 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $2,042,409 | 96,705 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $2,384,365 | 96,533 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $3,376,495 | 96,720 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $1,192,977 | 38,948 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $1,136,892 | 38,948 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $1,183,629 | 38,948 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $931,050 | 28,683 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||