Advisory Services Network’s Trustmark TRMK Stock Holding History

Advisory Services Network’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 Q1	$29K	Buy	+688	New	+$29K	﹤0.01%	2967
2025 Q4	–	Sell	-4	Closed	-$158	–	4067
2025 Q3	$158	Buy	+4	New	+$156	﹤0.01%	4263
2023 Q1	–	Sell	-19	Closed	-$663	–	4148
2022 Q4	$663	Buy	+19	New	+$664	﹤0.01%	3689
2021 Q3	–	Sell	-90	Closed	-$3K	–	3080
2021 Q2	$3K	Buy	+90	New	+$2.97K	﹤0.01%	3247
2021 Q1	–	Sell	-90	Closed	-$2K	–	3022
2020 Q4	$2K	Buy	+90	New	+$2.25K	﹤0.01%	3049
2019 Q1	–	Sell	-10	Closed	–	–	2692
2018 Q4	$0	Sell	10 -90	-90%	-$2.79K	﹤0.01%	2671
2018 Q3	$3K	Hold	100	–	–	﹤0.01%	2245
2018 Q2	$4K	Hold	100	–	–	﹤0.01%	2125
2018 Q1	$3K	Buy	100 +10	+11%	+$322	﹤0.01%	2320
2017 Q4	$3K	Buy	+90	New	+$2.97K	﹤0.01%	2298
2014 Q1	–	Sell	-93	Closed	-$2K	–	752
2013 Q4	$2K	Buy	+93	New	+$2.51K	﹤0.01%	1010

Other funds holding TRMK

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return