AAS
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Ameritas Advisory Services’s Trustmark TRMK Stock Holding History

Ameritas Advisory Services’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
-8,955
Closed -$377K – 2119
2026
Q1 		$377K Sell
8,955
-31
-0.3% -$1.31K 0.01% 677
2025
Q4 		$350K Buy
+8,986
New +$350K 0.01% 700

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State Street
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Vanguard Capital Management
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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

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

Ameritas Advisory Services sold out of Trustmark (TRMK) in Q2 2026, closing a stake of 8,955 shares — an estimated $377K sold.

Ameritas Advisory Services first reported a position in TRMK in Q4 2025 and held it in 2 quarters. The position peaked at $377K in Q1 2026. 289 funds tracked by Wall St. Rank hold TRMK as of Q2 2026.

  • Ameritas Advisory Services reported no remaining Trustmark position as of Q2 2026 after selling out during the quarter.
  • Ameritas Advisory Services sold 8,955 Trustmark shares in Q2 2026, an estimated $377K.
  • Ameritas Advisory Services first reported a position in Trustmark in Q4 2025 and held it in 2 quarters.
  • Ameritas Advisory Services's Trustmark position peaked at $377K in Q1 2026.
  • 289 funds tracked by Wall St. Rank held Trustmark as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.