BankPlus Wealth Management LLC

Position in TRMK — Trustmark Corp

CIK 2051117 JACKSON, MS

Position in TRMK

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$441,742

+$22,787 QoQ

Shares Held

9,601

-3.4% QoQ

Ownership

0.017%

of shares outstanding

% of Portfolio

0.65%

of 13F equity value

Holder Rank

#151

of 288 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

BankPlus Wealth Management LLC holds $1,495,988 across 4 Banks - Regional names. TRMK ranks #2 (29.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TFC	Truist Financial Corp	8,974	$447,084
2	TRMK	Trustmark Corp This page	9,601	$441,742
3	PNC	Pnc Financial Services Group, Inc.	1,554	$382,625
4	RF	Regions Financial Corp	7,435	$224,537

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$441,742	9,601	-3.4%	Shares	Sole	2026-07-20
2026-03-31	$418,955	9,942	-7.2%	Shares	Sole	2026-04-22
2025-12-31	$417,427	10,717	+0.1%	Shares	Sole	2026-02-04
2025-09-30	$424,155	10,711	-5.8%	Shares	Sole	2025-10-30
2025-06-30	$414,623	11,372	-7.7%	Shares	Sole	2025-07-16
2025-03-31	$425,089	12,325	+0.6%	Shares	Sole	2025-04-25
2024-12-31	$433,247	12,249	—	Shares	Sole	2025-01-22
No filing history on record for this holder in this stock.