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Advisor Resource Council’s Trustmark TRMK Stock Holding History

Advisor Resource Council’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
2025
Q2 		– Sell
-64,512
Closed -$2.23M – 550
2025
Q1 		$2.23M Buy
+64,512
New +$2.3M 0.18% 142
2024
Q1 		– Sell
-8,262
Closed -$230K – 500
2023
Q4 		$230K Buy
+8,262
New +$192K 0.03% 419
2022
Q3 		– Sell
-7,814
Closed -$228K – 471
2022
Q2 		$228K Buy
+7,814
New +$226K 0.02% 437
2022
Q1 		– Sell
-7,785
Closed -$253K – 519
2021
Q4 		$253K Buy
+7,785
New +$255K 0.02% 492
2021
Q3 		– Sell
-8,098
Closed -$249K – 472
2021
Q2 		$249K Buy
+8,098
New +$267K 0.03% 428

Other funds holding TRMK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Advisor Resource Council's TRMK Position: Q2 2025 in Review

Advisor Resource Council sold out of Trustmark (TRMK) in Q2 2025, closing a stake of 64,512 shares — an estimated $2.23M sold.

Advisor Resource Council first reported a position in TRMK in Q2 2021 and held it in 5 quarters. The position peaked at $2.23M in Q1 2025. 266 funds tracked by Wall St. Rank hold TRMK as of Q2 2025.

  • Advisor Resource Council reported no remaining Trustmark position as of Q2 2025 after selling out during the quarter.
  • Advisor Resource Council sold 64,512 Trustmark shares in Q2 2025, an estimated $2.23M.
  • Advisor Resource Council first reported a position in Trustmark in Q2 2021 and held it in 5 quarters.
  • Advisor Resource Council's Trustmark position peaked at $2.23M in Q1 2025.
  • 266 funds tracked by Wall St. Rank held Trustmark as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.