Legacy Wealth Management, LLC / MS

Position in TRMK — Trustmark Corp

CIK 2047443 RIDGELAND, MS

Position in TRMK

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$473,903

+$39,861 QoQ

Shares Held

10,300

0.0% QoQ

Ownership

0.018%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#148

of 288 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Legacy Wealth Management, LLC / MS holds $2,749,193 across 3 Banks - Regional names. TRMK ranks #3 (17.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPFI	South Plains Financial, Inc.	38,500	$1,658,772
2	FITB	Fifth Third Bancorp	10,937	$616,518
3	TRMK	Trustmark Corp This page	10,300	$473,903

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$473,903	10,300	0.0%	Shares	Sole	2026-07-08
2026-03-31	$434,042	10,300	-3.7%	Shares	Sole	2026-04-10
2025-12-31	$416,765	10,700	0.0%	Shares	Sole	2026-01-05
2025-09-30	$423,720	10,700	0.0%	Shares	Sole	2025-10-23
2025-06-30	$390,122	10,700	-1.9%	Shares	Sole	2025-07-01
2025-03-31	$376,320	10,911	+2.0%	Shares	Sole	2025-04-03
2024-12-31	$378,459	10,700	0.0%	Shares	Sole	2025-01-06
2024-09-30	$340,474	10,700	+10.3%	Shares	Sole	2024-12-12
2024-06-30	$291,388	9,700	0.0%	Shares	Sole	2024-12-12
2024-03-31	$272,667	9,700	0.0%	Shares	Sole	2024-12-12
2023-12-31	$270,436	9,700	0.0%	Shares	Sole	2024-12-12
2023-09-30	$210,781	9,700	0.0%	Shares	Sole	2024-12-12
2023-06-30	$204,864	9,700	0.0%	Shares	Sole	2024-12-12
2023-03-31	$239,590	9,700	0.0%	Shares	Sole	2024-12-12
2022-12-31	$338,627	9,700	0.0%	Shares	Sole	2024-12-12
2022-09-30	$297,111	9,700	0.0%	Shares	Sole	2024-12-12
2022-06-30	$283,143	9,700	0.0%	Shares	Sole	2024-12-12
2022-03-31	$294,783	9,700	0.0%	Shares	Sole	2024-12-12
2021-12-31	$314,862	9,700	0.0%	Shares	Sole	2024-12-12
2021-09-30	$312,534	9,700	-11.8%	Shares	Sole	2024-12-12
2021-06-30	$338,800	11,000	-11.3%	Shares	Sole	2024-12-12
2021-03-31	$417,384	12,400	0.0%	Shares	Sole	2024-12-12
2020-12-31	$338,644	12,400	0.0%	Shares	Sole	2024-12-12
2020-09-30	$265,484	12,400	0.0%	Shares	Sole	2024-12-12
2020-06-30	$304,048	12,400	0.0%	Shares	Sole	2024-12-12
2020-03-31	$288,920	12,400	—	Shares	Sole	2024-12-12
No filing history on record for this holder in this stock.