AF
TRMK icon

Allworth Financial’s Trustmark TRMK Stock Holding History

Allworth Financial’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 		$12.4K Sell
270
-1
-0.4% -$45 ﹤0.01% 3569
2026
Q1 		$11.4K Buy
271
+72
+36% +$3.04K ﹤0.01% 3412
2025
Q4 		$7.75K Buy
199
+29
+17% +$1.13K ﹤0.01% 3432
2025
Q3 		$6.73K Buy
+170
New +$6.63K ﹤0.01% 3374
2018
Q4 		– Sell
-177
Closed -$6K – 942
2018
Q3 		$6K Hold
177
– – ﹤0.01% 644
2018
Q2 		$6K Hold
177
– – ﹤0.01% 609
2018
Q1 		$6K Hold
177
– – ﹤0.01% 569
2017
Q4 		$6K Hold
177
– – ﹤0.01% 549
2017
Q3 		$6K Hold
177
– – ﹤0.01% 556
2017
Q2 		$6K Buy
+177
New +$5.67K ﹤0.01% 553

Other funds holding TRMK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
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
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Allworth Financial's TRMK Position: Q2 2026 in Review

Allworth Financial reduced its Trustmark (TRMK) stake by 0.37% in Q2 2026, selling an estimated $45 and leaving 270 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3569.

Allworth Financial first reported a position in TRMK in Q2 2017 and has held it in 10 quarters since. 289 funds tracked by Wall St. Rank hold TRMK as of Q2 2026.

  • Allworth Financial held 270 shares of Trustmark worth $12.4K as of Q2 2026.
  • Allworth Financial sold 1 Trustmark share in Q2 2026, an estimated $45.
  • Trustmark made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3569 holding.
  • Allworth Financial first reported a position in Trustmark in Q2 2017 and has held it in 10 quarters since.
  • 289 funds tracked by Wall St. Rank held Trustmark as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.