UBS Group AG: TRMK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of UBS Group AG on TRMK, newest first. How the timeline and the estimate are built.

UBS Group AG held 957,374 TRMK shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

period ended2026-06-30
13F 957,374 shares
Change vs previous 13F -8,777 shares
<0.01% of the 13F portfolio, value $44,048,776.
13F-HR 0001610520-26-000103 filed by UBS Group AG
Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 108,422 shares
- UBS Group AG: 848,952 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 966,151 shares
Change vs previous 13F +217,451 shares
<0.01% of the 13F portfolio, value $40,713,600.
13F-HR 0001610520-26-000057 filed by UBS Group AG
Filed 2026-05-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 104,903 shares
- UBS Group AG: 861,248 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 748,700 shares
Change vs previous 13F +468,904 shares
<0.01% of the 13F portfolio, value $29,161,866.
13F-HR 0001610520-26-000004 filed by UBS Group AG
Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 108,281 shares
- UBS Group AG: 640,419 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 279,796 shares
Change vs previous 13F +18,420 shares
<0.01% of the 13F portfolio, value $11,079,921.
13F-HR 0001193125-25-279802 filed by UBS Group AG
Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 112,128 shares
- UBS Group AG: 167,668 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 261,376 shares
Change vs previous 13F -12,464 shares
<0.01% of the 13F portfolio, value $9,529,767.
13F-HR 0000950123-25-008300 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 191,536 shares
- UBS Group AG: 69,840 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 273,840 shares
Change vs previous 13F +3,884 shares
<0.01% of the 13F portfolio, value $9,444,742.
13F-HR 0000950123-25-005812 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Filed 2025-05-19 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 138,357 shares
- UBS Group AG: 135,483 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 269,956 shares
Change vs previous 13F +100,651 shares
<0.01% of the 13F portfolio, value $9,548,344.
13F-HR 0000950123-25-002409 filed by UBS Group AG
Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 126,552 shares
- UBS Group AG: 143,404 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 169,305 shares
Change vs previous 13F not available
<0.01% of the 13F portfolio, value $5,387,285.
13F-HR 0000950123-24-011473 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Filed 2024-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 107,070 shares
- UBS Group AG: 62,235 shares
Acceptance time not in the bulk data set (spec §4.2).