Position in TRMK
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$34,829
-$1,748 QoQ
Shares Held
757
-12.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#227
of 288 holders
Holding Since
Jun 2024
9 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, 2026RICHARDSON FINANCIAL SERVICES INC. holds $1,472,146 across 14 Banks - Regional names. TRMK ranks #10 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
4,826 | $291,490 | |
| 2 | FITB |
Fifth Third Bancorp
|
4,850 | $273,394 | |
| 3 | CFG |
Citizens Financial Group Inc/Ri
|
3,818 | $267,527 | |
| 4 | RF |
Regions Financial Corp
|
6,840 | $206,568 | |
| 5 | TFC |
Truist Financial Corp
|
2,205 | $109,853 | |
| 6 | WTFC |
Wintrust Financial Corp
|
439 | $70,556 | |
| 7 | KB |
KB Financial Group Inc.
|
528 | $55,418 | |
| 8 | KEY |
Keycorp /New/
|
2,070 | $47,713 |
All Filings in TRMK
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,829 | 757 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $36,577 | 868 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $31,822 | 817 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $29,422 | 743 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $14,511 | 398 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $8,036 | 233 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $11,141 | 315 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $8,750 | 275 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $8,261 | 275 | Shares | Sole | 2024-08-12 | |
| No filing history on record for this holder in this stock. | ||||||