JWA
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JFS Wealth Advisors’s Trustmark TRMK Stock Holding History

JFS 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 		$4K Buy
87
+10
+13% +$446 ﹤0.01% 1369
2026
Q1 		$3.25K Sell
77
-3
-4% -$127 ﹤0.01% 1349
2025
Q4 		$3.12K Buy
80
+21
+36% +$817 ﹤0.01% 1415
2025
Q3 		$2.34K Sell
59
-2
-3% -$78 ﹤0.01% 1404
2025
Q2 		$2.23K Buy
61
+4
+7% +$137 ﹤0.01% 1370
2025
Q1 		$1.97K Buy
57
+10
+21% +$357 ﹤0.01% 1472
2024
Q4 		$1.66K Buy
47
+4
+9% +$144 ﹤0.01% 1544
2024
Q3 		$1.37K Buy
43
+2
+5% +$64 ﹤0.01% 1616
2024
Q2 		$1.23K Hold
41
– – ﹤0.01% 1620
2024
Q1 		$1.15K Buy
41
+15
+58% +$405 ﹤0.01% 1621
2023
Q4 		$725 Sell
26
-28
-52% -$649 ﹤0.01% 1723
2023
Q3 		$1.17K Buy
54
+20
+59% +$465 ﹤0.01% 1551
2023
Q2 		$719 Buy
34
+10
+42% +$226 ﹤0.01% 1693
2023
Q1 		$593 Sell
24
-46
-66% -$1.36K ﹤0.01% 1699
2022
Q4 		$2.44K Buy
70
+11
+19% +$384 ﹤0.01% 1296
2022
Q3 		$2K Buy
59
+16
+37% +$507 ﹤0.01% 1405
2022
Q2 		$1K Sell
43
-4
-9% -$116 ﹤0.01% 1654
2022
Q1 		$1K Buy
47
+26
+124% +$842 ﹤0.01% 1745
2021
Q4 		$1K Buy
+21
New +$687 ﹤0.01% 1583

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

JFS Wealth Advisors's TRMK Position: Q2 2026 in Review

JFS Wealth Advisors increased its Trustmark (TRMK) stake by 13% in Q2 2026, buying an estimated $446 and bringing the position to 87 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1369.

JFS Wealth Advisors first reported a position in TRMK in Q4 2021 and has held it in 19 quarters since. 289 funds tracked by Wall St. Rank hold TRMK as of Q2 2026.

  • JFS Wealth Advisors held 87 shares of Trustmark worth $4K as of Q2 2026.
  • JFS Wealth Advisors bought 10 Trustmark shares in Q2 2026, an estimated $446.
  • Trustmark made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1369 holding.
  • JFS Wealth Advisors first reported a position in Trustmark in Q4 2021 and has held it in 19 quarters since.
  • 289 funds tracked by Wall St. Rank held Trustmark as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.