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Annis Gardner Whiting Capital Advisors’s Trustmark TRMK Stock Holding History

Annis Gardner Whiting Capital 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
2025
Q4 		– Sell
-12
Closed -$476 – 1347
2025
Q3 		$476 Hold
12
– – ﹤0.01% 1086
2025
Q2 		$438 Buy
+12
New +$411 ﹤0.01% 1204

Other funds holding TRMK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's TRMK Position: Q4 2025 in Review

Annis Gardner Whiting Capital Advisors sold out of Trustmark (TRMK) in Q4 2025, closing a stake of 12 shares — an estimated $476 sold.

Annis Gardner Whiting Capital Advisors first reported a position in TRMK in Q2 2025 and held it in 2 quarters. The position peaked at $476 in Q3 2025. 261 funds tracked by Wall St. Rank hold TRMK as of Q4 2025.

  • Annis Gardner Whiting Capital Advisors reported no remaining Trustmark position as of Q4 2025 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 12 Trustmark shares in Q4 2025, an estimated $476.
  • Annis Gardner Whiting Capital Advisors first reported a position in Trustmark in Q2 2025 and held it in 2 quarters.
  • Annis Gardner Whiting Capital Advisors's Trustmark position peaked at $476 in Q3 2025.
  • 261 funds tracked by Wall St. Rank held Trustmark as of Q4 2025.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.