CWC
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Carolinas Wealth Consulting’s Trustmark TRMK Stock Holding History

Carolinas Wealth Consulting’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
Q2 		– Sell
-89
Closed -$3.07K – 858
2025
Q1 		$3.07K Hold
89
– – ﹤0.01% 695
2024
Q4 		$3.15K Sell
89
-10
-10% -$361 ﹤0.01% 727
2024
Q3 		$3.15K Sell
99
-3
-3% -$97 ﹤0.01% 734
2024
Q2 		$3.06K Sell
102
-14
-12% -$402 ﹤0.01% 726
2024
Q1 		$3.26K Buy
116
+1
+0.9% +$27 ﹤0.01% 711
2023
Q4 		$3.21K Sell
115
-8
-7% -$185 ﹤0.01% 688
2023
Q3 		$2.47K Buy
123
+17
+16% +$395 ﹤0.01% 716
2023
Q2 		$2.24K Sell
106
-18
-15% -$406 ﹤0.01% 798
2023
Q1 		$3.06K Buy
124
+16
+15% +$473 ﹤0.01% 761
2022
Q4 		$3.77K Sell
108
-4
-4% -$140 ﹤0.01% 726
2022
Q3 		$3K Hold
112
– – ﹤0.01% 741
2022
Q2 		$3K Buy
112
+43
+62% +$1.24K ﹤0.01% 740
2022
Q1 		$2K Hold
69
– – ﹤0.01% 814
2021
Q4 		$2K Sell
69
-1
-1% -$33 ﹤0.01% 852
2021
Q3 		$2K Hold
70
– – ﹤0.01% 815
2021
Q2 		$2K Sell
70
-2
-3% -$66 ﹤0.01% 826
2021
Q1 		$2K Buy
72
+1
+1% +$31 ﹤0.01% 836
2020
Q4 		$2K Sell
71
-13
-15% -$326 ﹤0.01% 761
2020
Q3 		$2K Buy
+84
New +$1.93K ﹤0.01% 751

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 $481B AUM 30.42% 1-Year Est. Return
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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Carolinas Wealth Consulting's TRMK Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Trustmark (TRMK) in Q2 2025, closing a stake of 89 shares — an estimated $3.07K sold.

Carolinas Wealth Consulting first reported a position in TRMK in Q3 2020 and held it in 19 quarters. The position peaked at $3.77K in Q4 2022. 266 funds tracked by Wall St. Rank hold TRMK as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Trustmark position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 89 Trustmark shares in Q2 2025, an estimated $3.07K.
  • Carolinas Wealth Consulting first reported a position in Trustmark in Q3 2020 and held it in 19 quarters.
  • Carolinas Wealth Consulting's Trustmark position peaked at $3.77K in Q4 2022.
  • 266 funds tracked by Wall St. Rank held Trustmark as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.