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PENSION & WEALTH MANAGEMENT ADVISORS, INC. → TRMK
PENSION & WEALTH MANAGEMENT ADVISORS, INC. TRMK Position History
Trustmark Corporation • Financial Services
Quarters held
1
Latest value
$4K
Q3 2026
Peak value
$4K
First seen
Q3 2026
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4K | 96 | — | — |
Other funds holding TRMK
$237.1M
$233.8M
$227.7M
$222.7M
$202.1M
$193.4M
$187.1M
$152.4M
Other PENSION & WEALTH MANAGEMENT ADVISORS, INC. positions
FIS
$30.2MFIDELITY TOTAL BOND ETF
FIS
$27.4MFIDELITY TOTAL BOND ETF
STT-PG
$27.2MSTATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF
FIS
$26.9MFIDELITY TOTAL BOND ETF
FIS
$26.8MFIDELITY TOTAL BOND ETF
STT-PG
$26.2MSTATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF
STT-PG
$25.7MSTATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF
STT-PG
$25.7MSTATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF