REGIONS FINANCIAL CORP TRMK — TRUSTMARK CORP COM

Ownership history in REGIONS FINANCIAL CORP  ·  83 quarters on record

AI Ownership Summary

REGIONS FINANCIAL CORP reported TRUSTMARK CORP COM (TRMK) in 83 quarterly 13F filings from 2023 Q4 through 2025 Q3. The latest visible filing shows TRMK at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this TRMK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was REGIONS FINANCIAL CORP's position in TRUSTMARK CORP COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

TRMK was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

TRMK stock page REGIONS FINANCIAL CORP fund profile REGIONS FINANCIAL CORP full holdings
How REGIONS FINANCIAL CORP held TRMK — position size vs. price
% of Fund (quarterly)    TRMK price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED — — — 5,503 — 0% 0.00% $218K 2025-11-19 $37.30
2025 Q2 REDUCED 13.1% +9.7% ❌ 5,503 -830 -13.1% 0.00% $201K 2025-07-29 $37.16
2025 Q1 REDUCED 20.7% +6.5% ❌ 6,333 -1,650 -20.7% 0.00% $218K 2025-05-08 $34.37
2024 Q4 REDUCED 14.7% -1.8% ✅ 7,983 -1,372 -14.7% 0.00% $282K 2025-02-14 $36.51
2024 Q3 REDUCED 14.4% +12.7% ❌ 9,355 -1,572 -14.4% 0.00% $298K 2024-11-14 $36.85
2024 Q2 REDUCED 5.9% +6.6% ❌ 10,927 -685 -5.9% 0.00% $328K 2024-07-31 $33.23
2024 Q1 UNCHANGED — — — 11,612 — 0% 0.00% $326K 2024-04-23 $26.15
2023 Q4 REDUCED — — — 11,612 -95 -0.8% 0.00% $324K 2024-02-06 $25.14
75 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding TRMK

As of 2026 Q1 — sorted by position size

Ignite Planners, LLC 3Y 0.93% Hanson & Doremus Investment Management 3Y 7Y 0.68% BankPlus Wealth Management LLC 0.22% BARNES PETTEY FINANCIAL ADVISORS, LLC 3Y 0.21% BARLOW WEALTH PARTNERS, LLC 0.14% Legacy Wealth Management, LLC / MS 0.12% Sunburst Financial Group, LLC 3Y 0.1% AUGUSTINE ASSET MANAGEMENT INC 3Y 7Y 0.09% CONTRAVISORY INVESTMENT MANAGEMENT, INC. 3Y 7Y 0.06% SILVERLAKE WEALTH MANAGEMENT LLC 3Y 0.05%

FAQ About REGIONS FINANCIAL CORP and TRMK

These are the practical questions this page is built to answer before you even open the full history table.

How long has REGIONS FINANCIAL CORP reported owning TRMK?

REGIONS FINANCIAL CORP reported TRMK across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported TRMK position in REGIONS FINANCIAL CORP's portfolio?

The largest reported portfolio weight for TRMK was 0.00% in 2023 Q4.

What is the latest reported TRMK position on this page?

The most recent filing on this page is 2025 Q3, when REGIONS FINANCIAL CORP reported 5,503 shares, equal to 0.00% of portfolio, with an estimated market value of $218K.

What does the chart on this TRMK ownership page compare?

The chart compares REGIONS FINANCIAL CORP's quarterly TRMK portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did REGIONS FINANCIAL CORP time their TRMK position?

Based on 13F filing dates vs. subsequent TRMK price moves, REGIONS FINANCIAL CORP correctly timed 31 out of 67 reported position changes (46%). The annualised alpha on TRMK relative to SPY over the holding period was -4.0%.

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