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Barlow Wealth Partners’s Trustmark TRMK Stock Holding History

Barlow Wealth Partners’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 		$1.21M Hold
26,864
– – 0.13% 52
2026
Q1 		$1.22M Hold
26,864
– – 0.14% 47
2025
Q4 		$1.08M Hold
26,864
– – 0.12% 57
2025
Q3 		$1.02M Hold
26,864
– – 0.11% 59
2025
Q2 		$1.03M Hold
26,864
– – 0.12% 58
2025
Q1 		$896K Buy
+26,864
New +$959K 0.12% 60

Other funds holding TRMK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
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
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Barlow Wealth Partners's TRMK Position: Q2 2026 in Review

Barlow Wealth Partners held its Trustmark (TRMK) position steady in Q2 2026 at 26,864 shares worth $1.21M. The position accounts for 0.13% of the portfolio, ranked #52.

Barlow Wealth Partners first reported a position in TRMK in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.22M in Q1 2026. 289 funds tracked by Wall St. Rank hold TRMK as of Q2 2026.

  • Barlow Wealth Partners held 26,864 shares of Trustmark worth $1.21M as of Q2 2026.
  • Barlow Wealth Partners left its Trustmark share count unchanged in Q2 2026.
  • Trustmark made up 0.13% of Barlow Wealth Partners's portfolio in Q2 2026, its #52 holding.
  • Barlow Wealth Partners first reported a position in Trustmark in Q1 2025 and has held it in 6 quarters since.
  • Barlow Wealth Partners's Trustmark position peaked at $1.22M in Q1 2026.
  • 289 funds tracked by Wall St. Rank held Trustmark as of Q2 2026.

Based on Barlow Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.