BankPlus Trust Department’s Trustmark TRMK Stock Holding History

BankPlus Trust Department’s Portfolio TRMK Stock Details TRMK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.13M	Sell	24,668 -394	-2%	-$17.6K	0.27%	82
2026 Q1	$1.06M	Hold	25,062	–	–	0.28%	80
2025 Q4	$976K	Hold	25,062	–	–	0.26%	86
2025 Q3	$992K	Buy	25,062 +1,662	+7%	+$64.8K	0.27%	77
2025 Q2	$853K	Sell	23,400 -400	-2%	-$13.7K	0.25%	82
2025 Q1	$821K	Hold	23,800	–	–	0.27%	78
2024 Q4	$842K	Buy	+23,800	New	+$859K	0.28%	76

Other funds holding TRMK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

NRCM

North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BankPlus Trust Department's TRMK Position: Q2 2026 in Review

BankPlus Trust Department reduced its Trustmark (TRMK) stake by 1.6% in Q2 2026, selling an estimated $17.6K and leaving 24,668 shares worth $1.13M. The position accounts for 0.27% of the portfolio, ranked #82.

BankPlus Trust Department first reported a position in TRMK in Q4 2024 and has held it in 7 quarters since. 289 funds tracked by Wall St. Rank hold TRMK as of Q2 2026.

BankPlus Trust Department held 24,668 shares of Trustmark worth $1.13M as of Q2 2026.
BankPlus Trust Department sold 394 Trustmark shares in Q2 2026, an estimated $17.6K.
Trustmark made up 0.27% of BankPlus Trust Department's portfolio in Q2 2026, its #82 holding.
BankPlus Trust Department first reported a position in Trustmark in Q4 2024 and has held it in 7 quarters since.
289 funds tracked by Wall St. Rank held Trustmark as of Q2 2026.

Based on BankPlus Trust Department's 13F filing for Q2 2026, filed 28 Jul 2026.