Bare Financial Services’s Trustmark TRMK Stock Holding History

Bare Financial Services’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	$8.97K	Hold	195	–	–	﹤0.01%	629
2026 Q1	$8.22K	Buy	195 +23	+13%	+$970	﹤0.01%	445
2025 Q4	$6.7K	Buy	172 +27	+19%	+$1.05K	﹤0.01%	417
2025 Q3	$5.74K	Hold	145	–	–	﹤0.01%	479
2025 Q2	$5.29K	Buy	145 +104	+254%	+$3.56K	﹤0.01%	445
2025 Q1	$1.41K	Buy	+41	New	+$1.46K	﹤0.01%	426

Other funds holding TRMK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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 Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bare Financial Services's TRMK Position: Q2 2026 in Review

Bare Financial Services held its Trustmark (TRMK) position steady in Q2 2026 at 195 shares worth $8.97K. The position accounts for ﹤0.01% of the portfolio, ranked #629.

Bare Financial Services first reported a position in TRMK in Q1 2025 and has held it in 6 quarters since. 289 funds tracked by Wall St. Rank hold TRMK as of Q2 2026.

Bare Financial Services held 195 shares of Trustmark worth $8.97K as of Q2 2026.
Bare Financial Services left its Trustmark share count unchanged in Q2 2026.
Trustmark made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #629 holding.
Bare Financial Services first reported a position in Trustmark in Q1 2025 and has held it in 6 quarters since.
289 funds tracked by Wall St. Rank held Trustmark as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.