Cerity Partners
TRMK icon

Cerity Partners’s Trustmark TRMK Stock Holding History

Cerity Partners’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 		$266K Buy
5,786
+93
+2% +$4.14K ﹤0.01% 2874
2026
Q1 		$240K Buy
+5,693
New +$240K ﹤0.01% 2767
2025
Q4 		– Sell
-8,064
Closed -$319K – 3018
2025
Q3 		$319K Buy
+8,064
New +$314K ﹤0.01% 2235

Other funds holding TRMK

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Cerity Partners's TRMK Position: Q2 2026 in Review

Cerity Partners increased its Trustmark (TRMK) stake by 1.6% in Q2 2026, buying an estimated $4.14K and bringing the position to 5,786 shares worth $266K. The position accounts for ﹤0.01% of the portfolio, ranked #2874.

Cerity Partners first reported a position in TRMK in Q3 2025 and has held it in 3 quarters since. The position peaked at $319K in Q3 2025. 251 funds tracked by Wall St. Rank hold TRMK as of Q2 2026.

  • Cerity Partners held 5,786 shares of Trustmark worth $266K as of Q2 2026.
  • Cerity Partners bought 93 Trustmark shares in Q2 2026, an estimated $4.14K.
  • Trustmark made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2874 holding.
  • Cerity Partners first reported a position in Trustmark in Q3 2025 and has held it in 3 quarters since.
  • Cerity Partners's Trustmark position peaked at $319K in Q3 2025.
  • 251 funds tracked by Wall St. Rank held Trustmark as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.