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Cherry Tree Wealth Management’s Trustmark TRMK Stock Holding History

Cherry Tree Wealth Management’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
-55
Closed -$1.9K – 748
2025
Q1 		$1.9K Buy
+55
New +$1.96K ﹤0.01% 638

Other funds holding TRMK

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Cherry Tree Wealth Management's TRMK Position: Q2 2025 in Review

Cherry Tree Wealth Management sold out of Trustmark (TRMK) in Q2 2025, closing a stake of 55 shares — an estimated $1.9K sold.

Cherry Tree Wealth Management first reported a position in TRMK in Q1 2025 and held it in 1 quarter. The position peaked at $1.9K in Q1 2025. 266 funds tracked by Wall St. Rank hold TRMK as of Q2 2025.

  • Cherry Tree Wealth Management reported no remaining Trustmark position as of Q2 2025 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 55 Trustmark shares in Q2 2025, an estimated $1.9K.
  • Cherry Tree Wealth Management first reported a position in Trustmark in Q1 2025 and held it in 1 quarter.
  • Cherry Tree Wealth Management's Trustmark position peaked at $1.9K in Q1 2025.
  • 266 funds tracked by Wall St. Rank held Trustmark as of Q2 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.