BTI
TRMK icon

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
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 – 2689
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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return