Back to TRMK
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → TRMK
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC TRMK Position History
Trustmark Corporation • Financial Services
Quarters held
6
Latest value
$424K
Q3 2026
Peak value
$424K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $383K |
| Q4 2025 | $364K |
| Q1 2026 | $322K |
| Q2 2026 | $391K |
| Q2 2026 | $23K |
| Q3 2026 | $424K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $424K | 9.5K | — | — |
| Q2 2026 | $23K | 10.9K | — | — |
| Q2 2026 | $391K | 8.4K | — | — |
| Q1 2026 | $322K | 7.6K | — | — |
| Q4 2025 | $364K | 9.0K | — | — |
| Q3 2025 | $383K | 9.6K | — | — |
Other funds holding TRMK
$237.1M
$233.8M
$227.7M
$222.7M
$202.1M
$193.4M
$187.1M
$152.4M