Forvis Mazars Wealth Advisors’s Trustmark TRMK Stock Holding History

Forvis Mazars Wealth 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	$213K	Buy	+4,625	New	+$206K	﹤0.01%	421
2016 Q4	–	Sell	-10,532	Closed	-$290K	–	210
2016 Q3	$290K	Buy	10,532 +44	+0.4%	+$1.18K	0.04%	149
2016 Q2	$261K	Hold	10,488	–	–	0.04%	154
2016 Q1	$242K	Hold	10,488	–	–	0.04%	159
2015 Q4	$242K	Hold	10,488	–	–	0.04%	164
2015 Q3	$243K	Hold	10,488	–	–	0.04%	157
2015 Q2	$262K	Hold	10,488	–	–	0.04%	150
2015 Q1	$255K	Hold	10,488	–	–	0.04%	157
2014 Q4	$257K	Hold	10,488	–	–	0.04%	137
2014 Q3	$242K	Hold	10,488	–	–	0.04%	123
2014 Q2	$259K	Hold	10,488	–	–	0.04%	123
2014 Q1	$266K	Buy	+10,488	New	+$261K	0.05%	132

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

Forvis Mazars Wealth Advisors's TRMK Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors opened a new position in Trustmark (TRMK) in Q2 2026: 4,625 shares worth $213K. The stake represents ﹤0.01% of the portfolio and ranks #421 among its holdings. This is a return to the name: Forvis Mazars Wealth Advisors previously reported a position in TRMK as recently as Q3 2016.

Forvis Mazars Wealth Advisors first reported a position in TRMK in Q1 2014 and has held it in 12 quarters since. The position peaked at $290K in Q3 2016. 291 funds tracked by Wall St. Rank hold TRMK as of Q2 2026.

Forvis Mazars Wealth Advisors held 4,625 shares of Trustmark worth $213K as of Q2 2026.
Trustmark was a new Forvis Mazars Wealth Advisors position in Q2 2026.
Trustmark made up ﹤0.01% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #421 holding.
Forvis Mazars Wealth Advisors first reported a position in Trustmark in Q1 2014 and has held it in 12 quarters since.
Forvis Mazars Wealth Advisors's Trustmark position peaked at $290K in Q3 2016.
291 funds tracked by Wall St. Rank held Trustmark as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.