Wealth Enhancement Advisory Services
TRMK icon

Wealth Enhancement Advisory Services’s Trustmark TRMK Stock Holding History

Wealth Enhancement Advisory 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
Q3 		$424K Buy
9,523
+1,074
+13% +$50.1K ﹤0.01% 2996
2026
Q2 		$391K Buy
8,449
+879
+12% +$39.2K ﹤0.01% 2937
2026
Q1 		$322K Sell
7,570
-1,470
-16% -$62K ﹤0.01% 2699
2025
Q4 		$364K Sell
9,040
-572
-6% -$22.3K ﹤0.01% 2742
2025
Q3 		$383K Buy
+9,612
New +$375K ﹤0.01% 2582
2025
Q1 		– Sell
-6,003
Closed -$212K – 3162
2024
Q4 		$212K Buy
+6,003
New +$217K ﹤0.01% 2650

Other funds holding TRMK

WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 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
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

Wealth Enhancement Advisory Services's TRMK Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Trustmark (TRMK) stake by 13% in Q3 2026, buying an estimated $50.1K and bringing the position to 9,523 shares worth $424K. The position accounts for ﹤0.01% of the portfolio, ranked #2996.

Wealth Enhancement Advisory Services first reported a position in TRMK in Q4 2024 and has held it in 6 quarters since. 11 funds tracked by Wall St. Rank hold TRMK as of Q3 2026.

  • Wealth Enhancement Advisory Services held 9,523 shares of Trustmark worth $424K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 1,074 Trustmark shares in Q3 2026, an estimated $50.1K.
  • Trustmark made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2996 holding.
  • Wealth Enhancement Advisory Services first reported a position in Trustmark in Q4 2024 and has held it in 6 quarters since.
  • 11 funds tracked by Wall St. Rank held Trustmark as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.