BARNES PETTEY FINANCIAL ADVISORS, LLC

Position in TRMK — Trustmark Corp

CIK 1908288 CLARKSDALE, MS

Position in TRMK

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$484,393

+$6,694 QoQ

Shares Held

10,528

-7.1% QoQ

Ownership

0.018%

of shares outstanding

% of Portfolio

0.68%

of 13F equity value

Holder Rank

#146

of 288 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

BARNES PETTEY FINANCIAL ADVISORS, LLC holds $3,414,361 across 5 Banks - Regional names. TRMK ranks #3 (14.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RF	Regions Financial Corp	56,583	$1,708,806
2	FHN	First Horizon Corp	19,153	$491,082
3	TRMK	Trustmark Corp This page	10,528	$484,393
4	HWC	Hancock Whitney Corp	5,949	$444,509
5	RNST	Renasant Corp	6,713	$285,571

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$484,393	10,528	-7.1%	Shares	Sole	2026-07-28
2026-03-31	$477,699	11,336	0.0%	Shares	Sole	2026-04-24
2025-12-31	$441,537	11,336	+4.1%	Shares	Sole	2026-01-30
2025-09-30	$431,085	10,886	0.0%	Shares	Sole	2025-11-12
2025-06-30	$396,903	10,886	+22.6%	Shares	Sole	2025-08-12
2025-03-31	$306,340	8,882	0.0%	Shares	Sole	2025-04-24
2024-12-31	$314,156	8,882	0.0%	Shares	Sole	2025-01-23
2024-09-30	$282,625	8,882	0.0%	Shares	Sole	2024-10-24
2024-06-30	$266,815	8,882	+9.2%	Shares	Sole	2024-07-18
2024-03-31	$228,590	8,132	0.0%	Shares	Sole	2024-05-06
2023-12-31	$226,720	8,132	-19.0%	Shares	Sole	2024-02-09
2023-09-30	$218,212	10,042	0.0%	Shares	Sole	2023-11-01
2023-06-30	$212,087	10,042	-0.2%	Shares	Sole	2023-08-02
2023-03-31	$248,580	10,064	0.0%	Shares	Sole	2023-05-11
2022-12-31	$351,334	10,064	0.0%	Shares	Sole	2023-02-22
2022-09-30	$308,260	10,064	-11.3%	Shares	Sole	2022-11-02
2022-06-30	$331,364	11,352	+2.7%	Shares	Sole	2022-08-05
2022-03-31	$335,839	11,051	0.0%	Shares	Sole	2022-04-27
2021-12-31	$358,715	11,051	—	Shares	Sole	2022-02-10
No filing history on record for this holder in this stock.