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Cannon Financial Strategists’s Trustmark TRMK Stock Holding History

Cannon Financial Strategists’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 		– Sell
-5,139
Closed -$200K – 111
2025
Q4 		$200K Hold
5,139
– – 0.03% 97
2025
Q3 		$204K Buy
+5,139
New +$200K 0.03% 100

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 $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 $3.37T AUM 44.26% 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

Cannon Financial Strategists's TRMK Position: Q1 2026 in Review

Cannon Financial Strategists sold out of Trustmark (TRMK) in Q1 2026, closing a stake of 5,139 shares — an estimated $200K sold.

Cannon Financial Strategists first reported a position in TRMK in Q3 2025 and held it in 2 quarters. The position peaked at $204K in Q3 2025. 273 funds tracked by Wall St. Rank hold TRMK as of Q1 2026.

  • Cannon Financial Strategists reported no remaining Trustmark position as of Q1 2026 after selling out during the quarter.
  • Cannon Financial Strategists sold 5,139 Trustmark shares in Q1 2026, an estimated $200K.
  • Cannon Financial Strategists first reported a position in Trustmark in Q3 2025 and held it in 2 quarters.
  • Cannon Financial Strategists's Trustmark position peaked at $204K in Q3 2025.
  • 273 funds tracked by Wall St. Rank held Trustmark as of Q1 2026.

Based on Cannon Financial Strategists's 13F filing for Q1 2026, filed 12 May 2026.