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 Q3	$431K	Buy	9,605 +4	+0%	+$187	0.19%	80
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

WCM

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

SFG

Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return

AAM

Augustine Asset Management Jacksonville, Florida $464M AUM 16.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

BankPlus Wealth Management's TRMK Position: Q3 2026 in Review

BankPlus Wealth Management increased its Trustmark (TRMK) stake by 0.04% in Q3 2026, buying an estimated $187 and bringing the position to 9,605 shares worth $431K. The position accounts for 0.19% of the portfolio, ranked #80.

BankPlus Wealth Management first reported a position in TRMK in Q4 2024 and has held it in 8 quarters since. The position peaked at $442K in Q2 2026. 12 funds tracked by Wall St. Rank hold TRMK as of Q3 2026.

BankPlus Wealth Management held 9,605 shares of Trustmark worth $431K as of Q3 2026.
BankPlus Wealth Management bought 4 Trustmark shares in Q3 2026, an estimated $187.
Trustmark made up 0.19% of BankPlus Wealth Management's portfolio in Q3 2026, its #80 holding.
BankPlus Wealth Management first reported a position in Trustmark in Q4 2024 and has held it in 8 quarters since.
BankPlus Wealth Management's Trustmark position peaked at $442K in Q2 2026.
12 funds tracked by Wall St. Rank held Trustmark as of Q3 2026.

Based on BankPlus Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.