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
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

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

Wealth Enhancement Advisory Services's TRMK Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Trustmark (TRMK) stake by 12% in Q2 2026, buying an estimated $39.2K and bringing the position to 8,449 shares worth $391K. The position accounts for ﹤0.01% of the portfolio, ranked #2937.

Wealth Enhancement Advisory Services first reported a position in TRMK in Q4 2024 and has held it in 5 quarters since. 289 funds tracked by Wall St. Rank hold TRMK as of Q2 2026.

  • Wealth Enhancement Advisory Services held 8,449 shares of Trustmark worth $391K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 879 Trustmark shares in Q2 2026, an estimated $39.2K.
  • Trustmark made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2937 holding.
  • Wealth Enhancement Advisory Services first reported a position in Trustmark in Q4 2024 and has held it in 5 quarters since.
  • 289 funds tracked by Wall St. Rank held Trustmark as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.