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Pinnacle Wealth Planning Services’s Trustmark TRMK Stock Holding History

Pinnacle Wealth Planning Services’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 		$61.7K Buy
1,341
+32
+2% +$1.43K 0.01% 1133
2026
Q1 		$55.2K Buy
1,309
+62
+5% +$2.62K 0.01% 1147
2025
Q4 		$48.6K Buy
+1,247
New +$48.5K 0.01% 1216

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

Pinnacle Wealth Planning Services's TRMK Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Trustmark (TRMK) stake by 2.4% in Q2 2026, buying an estimated $1.43K and bringing the position to 1,341 shares worth $61.7K. The position accounts for 0.01% of the portfolio, ranked #1133.

Pinnacle Wealth Planning Services first reported a position in TRMK in Q4 2025 and has held it in 3 quarters since. 289 funds tracked by Wall St. Rank hold TRMK as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,341 shares of Trustmark worth $61.7K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 32 Trustmark shares in Q2 2026, an estimated $1.43K.
  • Trustmark made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1133 holding.
  • Pinnacle Wealth Planning Services first reported a position in Trustmark in Q4 2025 and has held it in 3 quarters since.
  • 289 funds tracked by Wall St. Rank held Trustmark as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.