Blue Trust Inc’s Trustmark TRMK Stock Holding History

Blue Trust 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	$36.7K	Buy	798 +5	+0.6%	+$223	﹤0.01%	1474
2026 Q1	$33.4K	Buy	793 +4	+0.5%	+$169	﹤0.01%	1476
2025 Q4	$30.7K	Buy	+789	New	+$30.7K	﹤0.01%	1531
2025 Q3	–	Sell	-1,551	Closed	-$56.5K	–	2688
2025 Q2	$56.5K	Buy	1,551 +70	+5%	+$2.4K	﹤0.01%	1380
2025 Q1	$51.1K	Buy	1,481 +146	+11%	+$5.21K	﹤0.01%	1357
2024 Q4	$47.2K	Sell	1,335 -3,618	-73%	-$131K	﹤0.01%	1363
2024 Q3	$149K	Buy	4,953 +3,430	+225%	+$110K	﹤0.01%	1009
2024 Q2	$42.8K	Buy	1,523 +136	+10%	+$3.9K	﹤0.01%	1310
2024 Q1	$39K	Hold	1,387	–	–	﹤0.01%	1000
2023 Q4	$30K	Hold	1,387	–	–	﹤0.01%	1143
2023 Q3	$29K	Hold	1,387	–	–	﹤0.01%	1053
2023 Q2	$34K	Hold	1,387	–	–	﹤0.01%	842
2023 Q1	$48K	Hold	1,387	–	–	﹤0.01%	1059
2022 Q4	$42K	Hold	1,387	–	–	﹤0.01%	993
2022 Q3	$40K	Hold	1,387	–	–	﹤0.01%	848
2022 Q2	$42K	Buy	+1,387	New	+$40.1K	﹤0.01%	739

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

Blue Trust Inc's TRMK Position: Q2 2026 in Review

Blue Trust Inc increased its Trustmark (TRMK) stake by 0.63% in Q2 2026, buying an estimated $223 and bringing the position to 798 shares worth $36.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1474.

Blue Trust Inc first reported a position in TRMK in Q2 2022 and has held it in 16 quarters since. The position peaked at $149K in Q3 2024. 289 funds tracked by Wall St. Rank hold TRMK as of Q2 2026.

Blue Trust Inc held 798 shares of Trustmark worth $36.7K as of Q2 2026.
Blue Trust Inc bought 5 Trustmark shares in Q2 2026, an estimated $223.
Trustmark made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1474 holding.
Blue Trust Inc first reported a position in Trustmark in Q2 2022 and has held it in 16 quarters since.
Blue Trust Inc's Trustmark position peaked at $149K in Q3 2024.
289 funds tracked by Wall St. Rank held Trustmark as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.