Global Retirement Partners, LLC

Pension

Position in TRMK — Trustmark Corp

CIK 1749744 San Rafael, CA

Position in TRMK

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$63,171

+$28,506 QoQ

Shares Held

1,373

+54.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#215

of 288 holders

Holding Since

Jun 2022

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Global Retirement Partners, LLC holds $47,024,691 across 148 Banks - Regional names. TRMK ranks #67 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	21,048	$5,182,438
2	USB	US Bancorp \De\	77,669	$4,691,207
3	TFC	Truist Financial Corp	85,849	$4,276,997
4	STBA	S&T Bancorp Inc	77,612	$3,809,196
5	CFG	Citizens Financial Group Inc/Ri	43,390	$3,040,337
6	LYG	Lloyds Banking Group plc	408,648	$2,382,417
7	NWG	NatWest Group plc	107,767	$1,899,932
8	RF	Regions Financial Corp	45,919	$1,386,753

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$63,171	1,373	+54.3%	Shares	Sole	2026-08-06
2025-12-31	$34,665	890	-3.4%	Shares	Sole	2026-02-06
2025-09-30	$36,471	921	+16.9%	Shares	Sole	2025-10-21
2025-06-30	$28,730	788	+235.3%	Shares	Sole	2025-08-12
2024-12-31	$8,311	235	+78.0%	Shares	Sole	2025-01-31
2024-09-30	$4,200	132	+43.5%	Shares	Sole	2024-10-16
2024-06-30	$2,763	92	+84.0%	Shares	Sole	2024-07-23
2022-12-31	$1,745	50	0.0%	Shares	Sole	2023-02-13
2022-09-30	$1,531	50	+455.6%	Shares	Sole	2022-11-03
2022-06-30	$262	9	—	Shares	Sole	2022-07-15
No filing history on record for this holder in this stock.