Action Point Financial Planning’s Trustmark TRMK Stock Holding History

Action Point Financial Planning’s Portfolio TRMK Stock Details TRMK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.02K	Buy	+46	New	+$2.05K	﹤0.01%	2259

Other funds holding TRMK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

NRCM

North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Action Point Financial Planning's TRMK Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Trustmark (TRMK) in Q2 2026: 46 shares worth $2.02K. The stake represents ﹤0.01% of the portfolio and ranks #2259 among its holdings.

288 funds tracked by Wall St. Rank hold TRMK as of Q2 2026.

Action Point Financial Planning held 46 shares of Trustmark worth $2.02K as of Q2 2026.
Trustmark was a new Action Point Financial Planning position in Q2 2026.
Trustmark made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2259 holding.
288 funds tracked by Wall St. Rank held Trustmark as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.