AssetMark Inc
TRMK icon

AssetMark Inc’s Trustmark TRMK Stock Holding History

AssetMark Inc’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 		$53.7K Buy
1,168
+669
+134% +$29.8K ﹤0.01% 1808
2026
Q1 		$21K Buy
499
+286
+134% +$12.1K ﹤0.01% 2031
2025
Q4 		$8.3K Buy
213
+51
+31% +$1.99K ﹤0.01% 2284
2025
Q3 		$6.42K Buy
+162
New +$6.32K ﹤0.01% 2257
2018
Q1 		– Sell
-75
Closed -$2K – 1980
2017
Q4 		$2K Buy
75
+42
+127% +$1.39K ﹤0.01% 1493
2017
Q3 		$1K Buy
+33
New +$1.03K ﹤0.01% 1407

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

AssetMark Inc's TRMK Position: Q2 2026 in Review

AssetMark Inc increased its Trustmark (TRMK) stake by 134% in Q2 2026, buying an estimated $29.8K and bringing the position to 1,168 shares worth $53.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1808.

AssetMark Inc first reported a position in TRMK in Q3 2017 and has held it in 6 quarters since. 289 funds tracked by Wall St. Rank hold TRMK as of Q2 2026.

  • AssetMark Inc held 1,168 shares of Trustmark worth $53.7K as of Q2 2026.
  • AssetMark Inc bought 669 Trustmark shares in Q2 2026, an estimated $29.8K.
  • Trustmark made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1808 holding.
  • AssetMark Inc first reported a position in Trustmark in Q3 2017 and has held it in 6 quarters since.
  • 289 funds tracked by Wall St. Rank held Trustmark as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.