Position in TRMK
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$181,283,171
+$17,040,164 QoQ
Shares Held
3,940,082
+1.1% QoQ
Ownership
6.78%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2
of 288 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 95%
Shared 4%
None 1%
Common Shares in TRMK Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $28,246,623,672 across 288 Banks - Regional names. TRMK ranks #58 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
10,454,788 | $631,469,193 | |
| 2 | FITB |
Fifth Third Bancorp
|
10,639,875 | $599,769,751 | |
| 3 | ZION |
Zions Bancorporation, National Association /Ut/
|
7,644,441 | $528,918,870 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
2,105,788 | $518,487,119 | |
| 5 | PNFP |
Pinnacle Financial Partners, Inc.
|
5,101,558 | $514,645,169 | |
| 6 | BPOP |
Popular, Inc.
|
3,126,242 | $513,266,409 | |
| 7 | SSB |
SouthState Bank Corp
|
5,104,685 | $509,958,028 | |
| 8 | ONB |
Old National Bancorp /In/
|
18,221,545 | $471,938,014 |
All Filings in TRMK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $181,283,171 | 3,940,082 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $164,243,007 | 3,897,556 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $151,006,342 | 3,876,928 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $154,825,702 | 3,909,740 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $143,279,958 | 3,929,785 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $137,961,100 | 4,000,032 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $144,913,823 | 4,097,083 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $130,393,426 | 4,097,845 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $121,685,639 | 4,050,787 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $112,059,191 | 3,986,453 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $106,784,579 | 3,830,150 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $81,945,609 | 3,771,082 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $80,490,725 | 3,811,114 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $99,088,147 | 4,011,666 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $137,761,001 | 3,946,176 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $120,128,131 | 3,921,911 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $113,410,183 | 3,885,241 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $116,403,667 | 3,830,328 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $123,317,163 | 3,799,050 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $123,030,072 | 3,818,438 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $119,239,150 | 3,871,401 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $132,097,727 | 3,924,472 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $109,855,021 | 4,022,520 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $89,691,350 | 4,189,227 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $104,287,728 | 4,253,170 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $100,355,593 | 4,307,107 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||