BankPlus Wealth Management’s Trustmark TRMK Stock Holding History

BankPlus Wealth Management’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	$442K	Sell	9,601 -341	-3%	-$15.2K	0.2%	77
2026 Q1	$419K	Sell	9,942 -775	-7%	-$32.7K	0.22%	78
2025 Q4	$417K	Buy	10,717 +6	+0.1%	+$234	0.23%	80
2025 Q3	$424K	Sell	10,711 -661	-6%	-$25.8K	0.25%	75
2025 Q2	$415K	Sell	11,372 -953	-8%	-$32.6K	0.28%	76
2025 Q1	$425K	Buy	12,325 +76	+0.6%	+$2.71K	0.31%	66
2024 Q4	$433K	Buy	+12,249	New	+$442K	0.32%	64

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 Wealth Management's TRMK Position: Q2 2026 in Review

BankPlus Wealth Management reduced its Trustmark (TRMK) stake by 3.4% in Q2 2026, selling an estimated $15.2K and leaving 9,601 shares worth $442K. The position accounts for 0.2% of the portfolio, ranked #77.

BankPlus Wealth Management 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 Wealth Management held 9,601 shares of Trustmark worth $442K as of Q2 2026.
BankPlus Wealth Management sold 341 Trustmark shares in Q2 2026, an estimated $15.2K.
Trustmark made up 0.2% of BankPlus Wealth Management's portfolio in Q2 2026, its #77 holding.
BankPlus Wealth Management 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 Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.