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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

NRCM

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

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

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

ALPS Advisors's TRMK Position: Q1 2026 in Review

ALPS Advisors increased its Trustmark (TRMK) stake by 5.9% in Q1 2026, buying an estimated $28.4K and bringing the position to 12,121 shares worth $511K. The position accounts for ﹤0.01% of the portfolio, ranked #780.

ALPS Advisors first reported a position in TRMK in Q3 2019 and has held it in 13 quarters since. The position peaked at $1.61M in Q1 2021. 271 funds tracked by Wall St. Rank hold TRMK as of Q1 2026.

ALPS Advisors held 12,121 shares of Trustmark worth $511K as of Q1 2026.
ALPS Advisors bought 674 Trustmark shares in Q1 2026, an estimated $28.4K.
Trustmark made up ﹤0.01% of ALPS Advisors's portfolio in Q1 2026, its #780 holding.
ALPS Advisors first reported a position in Trustmark in Q3 2019 and has held it in 13 quarters since.
ALPS Advisors's Trustmark position peaked at $1.61M in Q1 2021.
271 funds tracked by Wall St. Rank held Trustmark as of Q1 2026.

Based on ALPS Advisors's 13F filing for Q1 2026, filed 8 May 2026.