Janney Montgomery Scott
TRMK icon

Janney Montgomery Scott’s Trustmark TRMK Stock Holding History

Janney Montgomery Scott’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 		$335K Sell
7,272
-604
-8% -$26.9K ﹤0.01% 2663
2026
Q1 		$332K Buy
+7,876
New +$332K ﹤0.01% 2318
2021
Q1 		– Sell
-16,017
Closed -$437K – 2372
2020
Q4 		$437K Buy
+16,017
New +$401K ﹤0.01% 1658
2020
Q2 		– Sell
-9,165
Closed -$214K – 2067
2020
Q1 		$214K Sell
9,165
-55
-0.6% -$1.64K ﹤0.01% 1654
2019
Q4 		$318K Sell
9,220
-100
-1% -$3.46K ﹤0.01% 1685
2019
Q3 		$318K Buy
9,320
+465
+5% +$15.7K ﹤0.01% 1666
2019
Q2 		$294K Sell
8,855
-500
-5% -$16.9K ﹤0.01% 1709
2019
Q1 		$315K Hold
9,355
– – ﹤0.01% 1642
2018
Q4 		$266K Sell
9,355
-350
-4% -$10.8K ﹤0.01% 1635
2018
Q3 		$327K Sell
9,705
-50
-0.5% -$1.74K ﹤0.01% 1663
2018
Q2 		$318K Sell
9,755
-320
-3% -$10.3K ﹤0.01% 1622
2018
Q1 		$314K Buy
10,075
+325
+3% +$10.5K ﹤0.01% 1583
2017
Q4 		$311K Buy
9,750
+50
+0.5% +$1.65K ﹤0.01% 1568
2017
Q3 		$321K Buy
9,700
+100
+1% +$3.11K ﹤0.01% 1471
2017
Q2 		$309K Buy
9,600
+798
+9% +$25.6K ﹤0.01% 1424
2017
Q1 		$280K Buy
8,802
+1,730
+24% +$57.3K ﹤0.01% 1441
2016
Q4 		$252K Buy
+7,072
New +$222K ﹤0.01% 1427
2016
Q3 		– Sell
-16,346
Closed -$406K – 1540
2016
Q2 		$406K Buy
+16,346
New +$393K 0.01% 576
2014
Q3 		– Sell
-8,300
Closed -$205K – 2324
2014
Q2 		$205K Buy
+8,300
New +$198K ﹤0.01% 1933

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

Janney Montgomery Scott's TRMK Position: Q2 2026 in Review

Janney Montgomery Scott reduced its Trustmark (TRMK) stake by 7.7% in Q2 2026, selling an estimated $26.9K and leaving 7,272 shares worth $335K. The position accounts for ﹤0.01% of the portfolio, ranked #2663.

Janney Montgomery Scott first reported a position in TRMK in Q2 2014 and has held it in 19 quarters since. The position peaked at $437K in Q4 2020. 289 funds tracked by Wall St. Rank hold TRMK as of Q2 2026.

  • Janney Montgomery Scott held 7,272 shares of Trustmark worth $335K as of Q2 2026.
  • Janney Montgomery Scott sold 604 Trustmark shares in Q2 2026, an estimated $26.9K.
  • Trustmark made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #2663 holding.
  • Janney Montgomery Scott first reported a position in Trustmark in Q2 2014 and has held it in 19 quarters since.
  • Janney Montgomery Scott's Trustmark position peaked at $437K in Q4 2020.
  • 289 funds tracked by Wall St. Rank held Trustmark as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.