Barnes Pettey Financial Advisors’s Trustmark TRMK Stock Holding History

Barnes Pettey Financial Advisors’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	$484K	Sell	10,528 -808	-7%	-$36K	0.15%	111
2026 Q1	$478K	Hold	11,336	–	–	0.21%	91
2025 Q4	$442K	Buy	11,336 +450	+4%	+$17.5K	0.22%	84
2025 Q3	$431K	Hold	10,886	–	–	0.24%	74
2025 Q2	$397K	Buy	10,886 +2,004	+23%	+$68.6K	0.27%	66
2025 Q1	$306K	Hold	8,882	–	–	0.24%	73
2024 Q4	$314K	Hold	8,882	–	–	0.24%	74
2024 Q3	$283K	Hold	8,882	–	–	0.23%	76
2024 Q2	$267K	Buy	8,882 +750	+9%	+$21.5K	0.23%	72
2024 Q1	$229K	Hold	8,132	–	–	0.2%	84
2023 Q4	$227K	Sell	8,132 -1,910	-19%	-$44.3K	0.18%	90
2023 Q3	$218K	Hold	10,042	–	–	0.2%	86
2023 Q2	$212K	Sell	10,042 -22	-0.2%	-$496	0.18%	95
2023 Q1	$249K	Hold	10,064	–	–	0.24%	85
2022 Q4	$351K	Hold	10,064	–	–	0.36%	63
2022 Q3	$308K	Sell	10,064 -1,288	-11%	-$40.8K	0.42%	63
2022 Q2	$331K	Buy	11,352 +301	+3%	+$8.7K	0.43%	60
2022 Q1	$336K	Hold	11,051	–	–	0.41%	63
2021 Q4	$359K	Buy	+11,051	New	+$361K	0.41%	60

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

Barnes Pettey Financial Advisors's TRMK Position: Q2 2026 in Review

Barnes Pettey Financial Advisors reduced its Trustmark (TRMK) stake by 7.1% in Q2 2026, selling an estimated $36K and leaving 10,528 shares worth $484K. The position accounts for 0.15% of the portfolio, ranked #111.

Barnes Pettey Financial Advisors first reported a position in TRMK in Q4 2021 and has held it in 19 quarters since. 291 funds tracked by Wall St. Rank hold TRMK as of Q2 2026.

Barnes Pettey Financial Advisors held 10,528 shares of Trustmark worth $484K as of Q2 2026.
Barnes Pettey Financial Advisors sold 808 Trustmark shares in Q2 2026, an estimated $36K.
Trustmark made up 0.15% of Barnes Pettey Financial Advisors's portfolio in Q2 2026, its #111 holding.
Barnes Pettey Financial Advisors first reported a position in Trustmark in Q4 2021 and has held it in 19 quarters since.
291 funds tracked by Wall St. Rank held Trustmark as of Q2 2026.

Based on Barnes Pettey Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.