BA
TRMK icon

Ballew Advisors’s Trustmark TRMK Stock Holding History

Ballew 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
Q3 		– Sell
-11,185
Closed -$432K – 126
2025
Q2 		$432K Buy
11,185
+104
+0.9% +$3.56K 0.26% 74
2025
Q1 		$346K Buy
11,081
+1,231
+12% +$43.9K 0.23% 79
2024
Q4 		$330K Sell
9,850
-143
-1% -$5.16K 0.21% 80
2024
Q3 		$319K Sell
9,993
-16,828
-63% -$541K 0.21% 80
2024
Q2 		$865K Sell
26,821
-979
-4% -$28.1K 0.57% 41
2024
Q1 		$737K Sell
27,800
-6,725
-19% -$181K 0.51% 53
2023
Q4 		$918K Buy
34,525
+217
+0.6% +$5.03K 0.69% 37
2023
Q3 		$734K Buy
34,308
+11,951
+53% +$278K 0.6% 48
2023
Q2 		$483K Hold
22,357
– – 0.35% 69
2023
Q1 		$485K Buy
22,357
+15,351
+219% +$454K 0.35% 70
2022
Q4 		$246K Hold
7,006
– – 0.19% 88
2022
Q3 		$223K Hold
7,006
– – 0.2% 87
2022
Q2 		$204K Hold
7,006
– – 0.19% 85
2022
Q1 		$209K Hold
7,006
– – 0.16% 99
2021
Q4 		$247K Hold
7,006
– – 0.17% 93
2021
Q3 		$234K Hold
7,006
– – 0.17% 92
2021
Q2 		$211K Sell
7,006
-7,006
-50% -$231K 0.15% 107
2021
Q1 		$476K Buy
14,012
+7,006
+100% +$219K 0.18% 96
2020
Q4 		$211K Buy
+7,006
New +$176K 0.16% 99
2020
Q1 		– Sell
-8,496
Closed -$288K – 90
2019
Q4 		$288K Sell
8,496
-90
-1% -$3.11K 0.25% 74
2019
Q3 		$287K Sell
8,586
-166
-2% -$5.59K 0.26% 72
2019
Q2 		$284K Sell
8,752
-140
-2% -$4.73K 0.26% 73
2019
Q1 		$324K Sell
8,892
-364
-4% -$11.9K 0.3% 65
2018
Q4 		$303K Buy
9,256
+17
+0.2% +$527 0.28% 70
2018
Q3 		$271K Sell
9,239
-3,139
-25% -$109K 0.25% 67
2018
Q2 		$404K Sell
12,378
-163
-1% -$5.25K 0.46% 50
2018
Q1 		$391K Buy
12,541
+116
+0.9% +$3.74K 0.34% 57
2017
Q4 		$396K Buy
+12,425
New +$411K 0.39% 56

Other funds holding TRMK

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Ballew Advisors's TRMK Position: Q3 2025 in Review

Ballew Advisors sold out of Trustmark (TRMK) in Q3 2025, closing a stake of 11,185 shares — an estimated $432K sold.

Ballew Advisors first reported a position in TRMK in Q4 2017 and held it in 28 quarters. The position peaked at $918K in Q4 2023. 269 funds tracked by Wall St. Rank hold TRMK as of Q3 2025.

  • Ballew Advisors reported no remaining Trustmark position as of Q3 2025 after selling out during the quarter.
  • Ballew Advisors sold 11,185 Trustmark shares in Q3 2025, an estimated $432K.
  • Ballew Advisors first reported a position in Trustmark in Q4 2017 and held it in 28 quarters.
  • Ballew Advisors's Trustmark position peaked at $918K in Q4 2023.
  • 269 funds tracked by Wall St. Rank held Trustmark as of Q3 2025.

Based on Ballew Advisors's 13F filing for Q3 2025, filed 15 Oct 2025.