GRIMES & Co WEALTH MANAGEMENT, LLC TRMK — TRUSTMARK CORP

Ownership history in GRIMES & Co WEALTH MANAGEMENT, LLC  ·  3 quarters on record

AI Ownership Summary

GRIMES & Co WEALTH MANAGEMENT, LLC reported TRUSTMARK CORP (TRMK) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 0.02% in 2026 Q1. The latest visible filing shows TRMK at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this TRMK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GRIMES & Co WEALTH MANAGEMENT, LLC's position in TRUSTMARK CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

TRMK was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

TRMK stock page GRIMES & Co WEALTH MANAGEMENT, LLC fund profile GRIMES & Co WEALTH MANAGEMENT, LLC full holdings
How GRIMES & Co WEALTH MANAGEMENT, LLC held TRMK — position size vs. price
% of Fund (quarterly)    TRMK price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 17,883 -1,872 -9.5% 0.02% $823K 2026-07-17 $46.88
2026 Q1 REDUCED 5.1% +9.9% ❌ 19,755 -1,067 -5.1% 0.02% $832K 2026-04-21 $44.43
2025 Q4 INITIATED — — — 20,822 — — 0.02% $811K 2026-02-03 $42.86

🏢 Other funds also holding TRMK

As of 2026 Q2 — sorted by position size

BARLOW WEALTH PARTNERS, LLC 0.13% Legacy Wealth Management, LLC / MS 0.12% Sunburst Financial Group, LLC 3Y 0.09% AUGUSTINE ASSET MANAGEMENT INC 3Y 7Y 0.09% CONTRAVISORY INVESTMENT MANAGEMENT, INC. 3Y 7Y 0.05% Arlington Trust Co LLC 0.02% Y-Intercept (Hong Kong) Ltd 3Y 0.02% WEDGE CAPITAL MANAGEMENT L L P/NC 3Y 7Y 0.02% ZWJ INVESTMENT COUNSEL INC 3Y 7Y 0.01% YOUSIF CAPITAL MANAGEMENT, LLC 3Y 0.01%

FAQ About GRIMES & Co WEALTH MANAGEMENT, LLC and TRMK

These are the practical questions this page is built to answer before you even open the full history table.

How long has GRIMES & Co WEALTH MANAGEMENT, LLC reported owning TRMK?

GRIMES & Co WEALTH MANAGEMENT, LLC reported TRMK across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported TRMK position in GRIMES & Co WEALTH MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for TRMK was 0.02% in 2026 Q1.

What is the latest reported TRMK position on this page?

The most recent filing on this page is 2026 Q2, when GRIMES & Co WEALTH MANAGEMENT, LLC reported 17,883 shares, equal to 0.02% of portfolio, with an estimated market value of $823K.

What does the chart on this TRMK ownership page compare?

The chart compares GRIMES & Co WEALTH MANAGEMENT, LLC's quarterly TRMK portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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