ZWJ INVESTMENT COUNSEL INC TRMK — TRUSTMARK CORP

Ownership history in ZWJ INVESTMENT COUNSEL INC  ·  9 quarters on record

AI Ownership Summary

ZWJ INVESTMENT COUNSEL INC reported TRUSTMARK CORP (TRMK) in 9 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.01% in 2026 Q1. The latest visible filing shows TRMK at 0.01% 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 ZWJ INVESTMENT COUNSEL INC'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 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% 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
2024 Q2 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 ZWJ INVESTMENT COUNSEL INC fund profile ZWJ INVESTMENT COUNSEL INC full holdings
How ZWJ INVESTMENT COUNSEL INC 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 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 7,920 — 0% 0.01% $364K 2026-07-16 $47.40
2026 Q1 UNCHANGED — — — 7,920 — 0% 0.01% $334K 2026-04-24 $43.95
2025 Q4 UNCHANGED — — — 7,920 — 0% 0.01% $308K 2026-01-23 $40.14
2025 Q3 UNCHANGED — — — 7,920 — 0% 0.01% $314K 2025-10-15 $38.05
2025 Q2 UNCHANGED — — — 7,920 — 0% 0.01% $289K 2025-07-21 $37.42
2025 Q1 UNCHANGED — — — 7,920 — 0% 0.01% $273K 2025-04-28 $32.50
2024 Q4 UNCHANGED — — — 7,920 — 0% 0.01% $280K 2025-01-16 $33.45
2024 Q3 UNCHANGED — — — 7,920 — 0% 0.01% $252K 2024-10-16 $33.69
2024 Q2 INITIATED — — — 7,920 — — 0.01% $238K 2024-07-19 $31.95

🏢 Other funds also holding TRMK

As of 2026 Q3 — sorted by position size

Versant Capital Management, Inc 3Y 7Y 0.0%

FAQ About ZWJ INVESTMENT COUNSEL INC and TRMK

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

How long has ZWJ INVESTMENT COUNSEL INC reported owning TRMK?

ZWJ INVESTMENT COUNSEL INC reported TRMK across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported TRMK position in ZWJ INVESTMENT COUNSEL INC's portfolio?

The largest reported portfolio weight for TRMK was 0.01% in 2026 Q1.

What is the latest reported TRMK position on this page?

The most recent filing on this page is 2026 Q2, when ZWJ INVESTMENT COUNSEL INC reported 7,920 shares, equal to 0.01% of portfolio, with an estimated market value of $364K.

What does the chart on this TRMK ownership page compare?

The chart compares ZWJ INVESTMENT COUNSEL INC'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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