ACA
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Aptus Capital Advisors’s Trustmark TRMK Stock Holding History

Aptus 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
2026
Q1 		$548K Buy
12,993
+1
+0% +$42 ﹤0.01% 697
2025
Q4 		$506K Buy
12,992
+7
+0.1% +$272 ﹤0.01% 725
2025
Q3 		$514K Hold
12,985
– – ﹤0.01% 694
2025
Q2 		$473K Sell
12,985
-12
-0.1% -$411 ﹤0.01% 686
2025
Q1 		$448K Sell
12,997
-2,377
-15% -$84.8K 0.01% 666
2024
Q4 		$544K Sell
15,374
-1,514
-9% -$54.7K 0.01% 611
2024
Q3 		$537K Buy
+16,888
New +$543K 0.01% 520
2020
Q1 		– Sell
-6,120
Closed -$211K – 527
2019
Q4 		$211K Sell
6,120
-1,690
-22% -$58.4K 0.02% 339
2019
Q3 		$266K Buy
7,810
+1
+0% +$34 0.03% 328
2019
Q2 		$259K Buy
+7,809
New +$264K 0.04% 292
2019
Q1 		– Sell
-7,809
Closed -$222K – 334
2018
Q4 		$222K Buy
+7,809
New +$242K 0.06% 149

Other funds holding TRMK

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EARNEST Partners
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return