SFG
TRMK icon

Sunburst Financial Group’s Trustmark TRMK Stock Holding History

Sunburst Financial Group’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
Q3 		$543K Hold
12,114
– – 0.09% 86
2026
Q2 		$557K Sell
12,114
-871
-7% -$38.8K 0.09% 84
2026
Q1 		$547K Hold
12,985
– – 0.1% 74
2025
Q4 		$506K Hold
12,985
– – 0.1% 69
2025
Q3 		$514K Hold
12,985
– – 0.11% 68
2025
Q2 		$473K Hold
12,985
– – 0.11% 68
2025
Q1 		$448K Sell
12,985
-2,340
-15% -$83.5K 0.11% 69
2024
Q4 		$542K Sell
15,325
-1,563
-9% -$56.4K 0.13% 67
2024
Q3 		$537K Sell
16,888
-3,356
-17% -$108K 0.14% 72
2024
Q2 		$608K Hold
20,244
– – 0.17% 64
2024
Q1 		$557K Hold
20,244
– – 0.16% 67
2023
Q4 		$564K Hold
20,244
– – 0.17% 61
2023
Q3 		$440K Sell
20,244
-30
-0.1% -$697 0.16% 65
2023
Q2 		$428K Buy
20,274
+30
+0.1% +$677 0.15% 65
2023
Q1 		$500K Hold
20,244
– – 0.18% 58
2022
Q4 		$707K Hold
20,244
– – 0.28% 45
2022
Q3 		$620K Hold
20,244
– – 0.3% 41
2022
Q2 		$591K Sell
20,244
-330
-2% -$9.54K 0.28% 49
2022
Q1 		$625K Hold
20,574
– – 0.31% 41
2021
Q4 		$668K Hold
20,574
– – 0.34% 37
2021
Q3 		$663K Hold
20,574
– – 0.41% 29
2021
Q2 		$634K Hold
20,574
– – 0.4% 29
2021
Q1 		$693K Hold
20,574
– – 0.48% 23
2020
Q4 		$562K Sell
20,574
-25
-0.1% -$626 0.42% 26
2020
Q3 		$441K Buy
20,599
+9,056
+78% +$208K 0.37% 33
2020
Q2 		$283K Hold
11,543
– – 0.26% 45
2020
Q1 		$269K Hold
11,543
– – 0.28% 42
2019
Q4 		$398K Buy
+11,543
New +$399K 0.35% 39

Other funds holding TRMK

WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
BWM
BankPlus Wealth Management Jackson, Mississippi $229M AUM 13.58% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $464M AUM 16.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

Sunburst Financial Group's TRMK Position: Q3 2026 in Review

Sunburst Financial Group held its Trustmark (TRMK) position steady in Q3 2026 at 12,114 shares worth $543K. The position accounts for 0.09% of the portfolio, ranked #86.

Sunburst Financial Group first reported a position in TRMK in Q4 2019 and has held it in 28 quarters since. The position peaked at $707K in Q4 2022. 11 funds tracked by Wall St. Rank hold TRMK as of Q3 2026.

  • Sunburst Financial Group held 12,114 shares of Trustmark worth $543K as of Q3 2026.
  • Sunburst Financial Group left its Trustmark share count unchanged in Q3 2026.
  • Trustmark made up 0.09% of Sunburst Financial Group's portfolio in Q3 2026, its #86 holding.
  • Sunburst Financial Group first reported a position in Trustmark in Q4 2019 and has held it in 28 quarters since.
  • Sunburst Financial Group's Trustmark position peaked at $707K in Q4 2022.
  • 11 funds tracked by Wall St. Rank held Trustmark as of Q3 2026.

Based on Sunburst Financial Group's 13F filing for Q3 2026, filed 9 Oct 2026.