BHWM
TRMK icon

Bay Harbor Wealth Management’s Trustmark TRMK Stock Holding History

Bay Harbor Wealth Management’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 		$598 Buy
13
+2
+18% +$89 ﹤0.01% 1031
2026
Q1 		$463 Buy
11
+4
+57% +$169 ﹤0.01% 1014
2025
Q4 		$272 Buy
7
+2
+40% +$78 ﹤0.01% 1056
2025
Q3 		$198 Hold
5
– – ﹤0.01% 1034
2025
Q2 		$182 Buy
5
+4
+400% +$137 ﹤0.01% 952
2025
Q1 		$34 Buy
+1
New +$36 ﹤0.01% 1075

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

Bay Harbor Wealth Management's TRMK Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its Trustmark (TRMK) stake by 18% in Q2 2026, buying an estimated $89 and bringing the position to 13 shares worth $598. The position accounts for ﹤0.01% of the portfolio, ranked #1031.

Bay Harbor Wealth Management 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.

  • Bay Harbor Wealth Management held 13 shares of Trustmark worth $598 as of Q2 2026.
  • Bay Harbor Wealth Management bought 2 Trustmark shares in Q2 2026, an estimated $89.
  • Trustmark made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #1031 holding.
  • Bay Harbor Wealth Management 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 Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.