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ALPS Advisors’s Trustmark TRMK Stock Holding History

ALPS Advisors’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 		$564K Buy
12,252
+131
+1% +$5.84K ﹤0.01% 930
2026
Q1 		$511K Buy
12,121
+674
+6% +$28.4K ﹤0.01% 780
2025
Q4 		$446K Buy
11,447
+97
+0.9% +$3.78K ﹤0.01% 818
2025
Q3 		$449K Buy
+11,350
New +$442K ﹤0.01% 802
2022
Q2 		– Sell
-26,500
Closed -$805K – 1088
2022
Q1 		$805K Sell
26,500
-4,335
-14% -$140K 0.01% 333
2021
Q4 		$1M Sell
30,835
-3,648
-11% -$119K 0.01% 360
2021
Q3 		$1.11M Sell
34,483
-11,548
-25% -$354K 0.01% 381
2021
Q2 		$1.42M Sell
46,031
-1,721
-4% -$56.8K 0.01% 366
2021
Q1 		$1.61M Buy
47,752
+3,092
+7% +$96.6K 0.02% 343
2020
Q4 		$1.22M Sell
44,660
-3,269
-7% -$81.9K 0.01% 369
2020
Q3 		$1.03M Buy
47,929
+24,126
+101% +$554K 0.02% 354
2020
Q2 		$584K Buy
+23,803
New +$573K 0.01% 428
2020
Q1 		– Sell
-10,190
Closed -$352K – 925
2019
Q4 		$352K Sell
10,190
-443
-4% -$15.3K ﹤0.01% 719
2019
Q3 		$363K Buy
+10,633
New +$358K ﹤0.01% 611

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

ALPS Advisors's TRMK Position: Q2 2026 in Review

ALPS Advisors increased its Trustmark (TRMK) stake by 1.1% in Q2 2026, buying an estimated $5.84K and bringing the position to 12,252 shares worth $564K. The position accounts for ﹤0.01% of the portfolio, ranked #930.

ALPS Advisors first reported a position in TRMK in Q3 2019 and has held it in 14 quarters since. The position peaked at $1.61M in Q1 2021. 291 funds tracked by Wall St. Rank hold TRMK as of Q2 2026.

  • ALPS Advisors held 12,252 shares of Trustmark worth $564K as of Q2 2026.
  • ALPS Advisors bought 131 Trustmark shares in Q2 2026, an estimated $5.84K.
  • Trustmark made up ﹤0.01% of ALPS Advisors's portfolio in Q2 2026, its #930 holding.
  • ALPS Advisors first reported a position in Trustmark in Q3 2019 and has held it in 14 quarters since.
  • ALPS Advisors's Trustmark position peaked at $1.61M in Q1 2021.
  • 291 funds tracked by Wall St. Rank held Trustmark as of Q2 2026.

Based on ALPS Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.