FFA
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Farther Finance Advisors’s Trustmark TRMK Stock Holding History

Farther Finance 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
Q3 		$24.1K Buy
537
+112
+26% +$5.23K ﹤0.01% 3999
2026
Q2 		$19.6K Buy
425
+13
+3% +$579 ﹤0.01% 3994
2026
Q1 		$17.5K Buy
412
+279
+210% +$11.8K ﹤0.01% 3752
2025
Q4 		$5.18K Buy
133
+56
+73% +$2.18K ﹤0.01% 4293
2025
Q3 		$3.05K Buy
77
+27
+54% +$1.05K ﹤0.01% 3964
2025
Q2 		$1.82K Sell
50
-1
-2% -$34 ﹤0.01% 3732
2025
Q1 		$1.76K Sell
51
-1
-2% -$36 ﹤0.01% 3440
2024
Q4 		$1.84K Buy
52
+3
+6% +$108 ﹤0.01% 3026
2024
Q3 		$1.56K Buy
49
+11
+29% +$354 ﹤0.01% 3086
2024
Q2 		$1.13K Hold
38
– – ﹤0.01% 3030
2024
Q1 		$1.04K Hold
38
– – ﹤0.01% 2753
2023
Q4 		$1.06K Buy
+38
New +$881 ﹤0.01% 2700
2023
Q2 		– Sell
-20
Closed -$494 – 2572
2023
Q1 		$494 Hold
20
– – ﹤0.01% 2010
2022
Q4 		$698 Buy
+20
New +$699 ﹤0.01% 1747

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
BWM
BankPlus Wealth Management Jackson, Mississippi $229M AUM 13.58% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $464M AUM 16.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
GI
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
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Farther Finance Advisors's TRMK Position: Q3 2026 in Review

Farther Finance Advisors increased its Trustmark (TRMK) stake by 26% in Q3 2026, buying an estimated $5.23K and bringing the position to 537 shares worth $24.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3999.

Farther Finance Advisors first reported a position in TRMK in Q4 2022 and has held it in 14 quarters since. 13 funds tracked by Wall St. Rank hold TRMK as of Q3 2026.

  • Farther Finance Advisors held 537 shares of Trustmark worth $24.1K as of Q3 2026.
  • Farther Finance Advisors bought 112 Trustmark shares in Q3 2026, an estimated $5.23K.
  • Trustmark made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3999 holding.
  • Farther Finance Advisors first reported a position in Trustmark in Q4 2022 and has held it in 14 quarters since.
  • 13 funds tracked by Wall St. Rank held Trustmark as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.