Jones Financial Companies
TRMK icon

Jones Financial Companies’s Trustmark TRMK Stock Holding History

Jones Financial Companies’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 		$208K Buy
4,470
+317
+8% +$14.1K ﹤0.01% 2565
2026
Q1 		$174K Sell
4,153
-1,118
-21% -$47.2K ﹤0.01% 2452
2025
Q4 		$205K Sell
5,271
-163
-3% -$6.34K ﹤0.01% 1904
2025
Q3 		$219K Buy
5,434
+3,427
+171% +$134K ﹤0.01% 1749
2025
Q2 		$73.8K Buy
2,007
+61
+3% +$2.09K ﹤0.01% 2066
2025
Q1 		$66.8K Buy
1,946
+905
+87% +$32.3K ﹤0.01% 1947
2024
Q4 		$36.8K Buy
+1,041
New +$37.6K ﹤0.01% 2001

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

Jones Financial Companies's TRMK Position: Q2 2026 in Review

Jones Financial Companies increased its Trustmark (TRMK) stake by 7.6% in Q2 2026, buying an estimated $14.1K and bringing the position to 4,470 shares worth $208K. The position accounts for ﹤0.01% of the portfolio, ranked #2565.

Jones Financial Companies first reported a position in TRMK in Q4 2024 and has held it in 7 quarters since. The position peaked at $219K in Q3 2025. 289 funds tracked by Wall St. Rank hold TRMK as of Q2 2026.

  • Jones Financial Companies held 4,470 shares of Trustmark worth $208K as of Q2 2026.
  • Jones Financial Companies bought 317 Trustmark shares in Q2 2026, an estimated $14.1K.
  • Trustmark made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2565 holding.
  • Jones Financial Companies first reported a position in Trustmark in Q4 2024 and has held it in 7 quarters since.
  • Jones Financial Companies's Trustmark position peaked at $219K in Q3 2025.
  • 289 funds tracked by Wall St. Rank held Trustmark as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.