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 Q2	–	Sell	-688	Closed	-$29K	–	4434
2026 Q1	$29K	Buy	+688	New	+$29K	﹤0.01%	2967
2025 Q4	–	Sell	-4	Closed	-$158	–	4062
2025 Q3	$158	Buy	+4	New	+$156	﹤0.01%	4263
2023 Q1	–	Sell	-19	Closed	-$663	–	4137
2022 Q4	$663	Buy	+19	New	+$664	﹤0.01%	3689
2021 Q3	–	Sell	-90	Closed	-$3K	–	3074
2021 Q2	$3K	Buy	+90	New	+$2.97K	﹤0.01%	3247
2021 Q1	–	Sell	-90	Closed	-$2K	–	2808
2020 Q4	$2K	Buy	+90	New	+$2.25K	﹤0.01%	3049
2019 Q1	–	Sell	-10	Closed	–	–	2687
2018 Q4	$0	Sell	10 -90	-90%	-$2.79K	﹤0.01%	2666
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	–	749
2013 Q4	$2K	Buy	+93	New	+$2.51K	﹤0.01%	1010

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

Advisory Services Network's TRMK Position: Q2 2026 in Review

Advisory Services Network sold out of Trustmark (TRMK) in Q2 2026, closing a stake of 688 shares — an estimated $29K sold.

Advisory Services Network first reported a position in TRMK in Q4 2013 and held it in 11 quarters. The position peaked at $29K in Q1 2026. 289 funds tracked by Wall St. Rank hold TRMK as of Q2 2026.

Advisory Services Network reported no remaining Trustmark position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 688 Trustmark shares in Q2 2026, an estimated $29K.
Advisory Services Network first reported a position in Trustmark in Q4 2013 and held it in 11 quarters.
Advisory Services Network's Trustmark position peaked at $29K in Q1 2026.
289 funds tracked by Wall St. Rank held Trustmark as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.