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

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Sunburst Financial Group Vestavia Hills, Alabama $598M AUM 18% 1-Year Est. Return

Legacy Wealth Management (Mississippi) Ridgeland, Mississippi $390M AUM 27.84% 1-Year Est. Return

Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return