GWM
TRMK icon

Gilpin Wealth Management’s Trustmark TRMK Stock Holding History

Gilpin 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 		$538 Hold
12
– – ﹤0.01% 813
2026
Q2 		$553 Hold
12
– – ﹤0.01% 643
2026
Q1 		$506 Buy
12
+7
+140% +$295 ﹤0.01% 614
2025
Q4 		$195 Buy
+5
New +$195 ﹤0.01% 664

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
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
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

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

Gilpin Wealth Management held its Trustmark (TRMK) position steady in Q3 2026 at 12 shares worth $538. The position accounts for ﹤0.01% of the portfolio, ranked #813.

Gilpin Wealth Management first reported a position in TRMK in Q4 2025 and has held it in 4 quarters since. The position peaked at $553 in Q2 2026. 11 funds tracked by Wall St. Rank hold TRMK as of Q3 2026.

  • Gilpin Wealth Management held 12 shares of Trustmark worth $538 as of Q3 2026.
  • Gilpin Wealth Management left its Trustmark share count unchanged in Q3 2026.
  • Trustmark made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #813 holding.
  • Gilpin Wealth Management first reported a position in Trustmark in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Trustmark position peaked at $553 in Q2 2026.
  • 11 funds tracked by Wall St. Rank held Trustmark as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.