Position in TRMK
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,296,238
+$932,276 QoQ
Shares Held
28,173
+226.2% QoQ
Ownership
0.049%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#86
of 288 holders
Holding Since
Dec 2020
20 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in TRMK Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $974,936,730 across 144 Banks - Regional names. TRMK ranks #72 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
3,129,603 | $189,028,019 | |
| 2 | TFC |
Truist Financial Corp
|
2,682,932 | $133,663,669 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
389,592 | $95,925,341 | |
| 4 | MTB |
M&T Bank Corp
|
363,534 | $86,524,724 | |
| 5 | RF |
Regions Financial Corp
|
1,230,847 | $37,171,577 | |
| 6 | FITB |
Fifth Third Bancorp
|
464,728 | $26,196,714 | |
| 7 | COLB |
Columbia Banking System, Inc.
|
621,452 | $19,917,535 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
271,534 | $19,026,385 |
All Filings in TRMK
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,296,238 | 28,173 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $363,962 | 8,637 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $306,614 | 7,872 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $319,096 | 8,058 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $339,588 | 9,314 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $319,687 | 9,269 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $569,244 | 16,094 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $507,273 | 15,942 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $477,454 | 15,894 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $361,831 | 12,872 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $359,707 | 12,902 | Shares | Defined | 2024-02-12 | |
| 2022-12-31 | $412,705 | 11,822 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $554,678 | 18,109 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $541,094 | 18,537 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $420,415 | 13,834 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $445,318 | 13,719 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $420,052 | 13,037 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $359,620 | 11,676 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $569,661 | 16,924 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $222,740 | 8,156 | Shares | Defined | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||