CFFP
TRMK icon

Center for Financial Planning’s Trustmark TRMK Stock Holding History

Center for Financial Planning’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 		$69K Hold
1,500
– – 0.01% 282
2026
Q1 		$63.2K Hold
1,500
– – 0.01% 278
2025
Q4 		$58.4K Hold
1,500
– – 0.01% 277
2025
Q3 		$59.4K Hold
1,500
– – 0.01% 283
2025
Q2 		$54.7K Hold
1,500
– – 0.01% 286
2025
Q1 		$51.7K Hold
1,500
– – 0.01% 271
2024
Q4 		$53.1K Hold
1,500
– – 0.01% 260
2024
Q3 		$47.7K Hold
1,500
– – 0.01% 263
2024
Q2 		$45.1K Hold
1,500
– – 0.01% 245
2024
Q1 		$42.2K Buy
+1,500
New +$40.5K 0.01% 261

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 $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
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
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Center for Financial Planning's TRMK Position: Q2 2026 in Review

Center for Financial Planning held its Trustmark (TRMK) position steady in Q2 2026 at 1,500 shares worth $69K. The position accounts for 0.01% of the portfolio, ranked #282.

Center for Financial Planning first reported a position in TRMK in Q1 2024 and has held it in 10 quarters since. 289 funds tracked by Wall St. Rank hold TRMK as of Q2 2026.

  • Center for Financial Planning held 1,500 shares of Trustmark worth $69K as of Q2 2026.
  • Center for Financial Planning left its Trustmark share count unchanged in Q2 2026.
  • Trustmark made up 0.01% of Center for Financial Planning's portfolio in Q2 2026, its #282 holding.
  • Center for Financial Planning first reported a position in Trustmark in Q1 2024 and has held it in 10 quarters since.
  • 289 funds tracked by Wall St. Rank held Trustmark as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.