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BankPlus Wealth Management LLC → TRMK

BankPlus Wealth Management LLC TRMK Position History

Trustmark Corporation • Financial Services

Quarters held
5
Latest value
$431K
Q3 2026
Peak value
$442K
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$424K
Q4 2025$417K
Q1 2026$419K
Q2 2026$442K
Q3 2026$431K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$431K9.6K——
Q2 2026$442K9.6K——
Q1 2026$419K9.9K——
Q4 2025$417K10.7K——
Q3 2025$424K10.7K——

Other funds holding TRMK

Other BankPlus Wealth Management LLC positions

ETHA

ISHARES TR

$63.9M
ETHA

ISHARES TR

$61.5M
ETHA

ISHARES TR

$52.9M
ETHA

ISHARES TR

$52.4M
ETHA

ISHARES TR

$49.9M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$17.4M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$16.9M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$16.7M
BankPlus Wealth Management LLC TRMK Holdings: 13F Position History | Track13F