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C.M. Bidwell & Associates’s Trustmark TRMK Stock Holding History

C.M. Bidwell & Associates’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
Q4 		– Sell
-2,037
Closed -$80.7K – 534
2025
Q3 		$80.7K Sell
2,037
-3
-0.1% -$117 0.04% 195
2025
Q2 		$74.4K Hold
2,040
– – 0.04% 194
2025
Q1 		$70.4K Buy
+2,040
New +$72.8K 0.04% 187

Other funds holding TRMK

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

C.M. Bidwell & Associates's TRMK Position: Q4 2025 in Review

C.M. Bidwell & Associates sold out of Trustmark (TRMK) in Q4 2025, closing a stake of 2,037 shares — an estimated $80.7K sold.

C.M. Bidwell & Associates first reported a position in TRMK in Q1 2025 and held it in 3 quarters. The position peaked at $80.7K in Q3 2025. 261 funds tracked by Wall St. Rank hold TRMK as of Q4 2025.

  • C.M. Bidwell & Associates reported no remaining Trustmark position as of Q4 2025 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 2,037 Trustmark shares in Q4 2025, an estimated $80.7K.
  • C.M. Bidwell & Associates first reported a position in Trustmark in Q1 2025 and held it in 3 quarters.
  • C.M. Bidwell & Associates's Trustmark position peaked at $80.7K in Q3 2025.
  • 261 funds tracked by Wall St. Rank held Trustmark as of Q4 2025.

Based on C.M. Bidwell & Associates's 13F filing for Q4 2025, filed 13 Feb 2026.