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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
Q2 		$558K Sell
12,123
-870
-7% -$38.8K ﹤0.01% 763
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 – 526
2019
Q4 		$211K Sell
6,120
-1,690
-22% -$58.4K 0.02% 339
2019
Q3 		$266K Buy
7,810
+1
+0% +$34 0.01% 328
2019
Q2 		$259K Buy
+7,809
New +$264K 0.04% 292
2019
Q1 		– Sell
-7,809
Closed -$222K – 328
2018
Q4 		$222K Buy
+7,809
New +$242K 0.06% 149

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

Aptus Capital Advisors's TRMK Position: Q2 2026 in Review

Aptus Capital Advisors reduced its Trustmark (TRMK) stake by 6.7% in Q2 2026, selling an estimated $38.8K and leaving 12,123 shares worth $558K. The position accounts for ﹤0.01% of the portfolio, ranked #763.

Aptus Capital Advisors first reported a position in TRMK in Q4 2018 and has held it in 12 quarters since. 289 funds tracked by Wall St. Rank hold TRMK as of Q2 2026.

  • Aptus Capital Advisors held 12,123 shares of Trustmark worth $558K as of Q2 2026.
  • Aptus Capital Advisors sold 870 Trustmark shares in Q2 2026, an estimated $38.8K.
  • Trustmark made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #763 holding.
  • Aptus Capital Advisors first reported a position in Trustmark in Q4 2018 and has held it in 12 quarters since.
  • 289 funds tracked by Wall St. Rank held Trustmark as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.