CA
TRMK icon

Clearstead Advisors’s Trustmark TRMK Stock Holding History

Clearstead Advisors’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
-6
Closed -$234 – 2813
2025
Q4 		$234 Sell
6
-285
-98% -$11.1K ﹤0.01% 2402
2025
Q3 		$11.5K Sell
291
-6,374
-96% -$248K ﹤0.01% 1882
2025
Q2 		$243K Sell
6,665
-779
-10% -$26.7K ﹤0.01% 838
2025
Q1 		$257K Buy
7,444
+917
+14% +$32.7K ﹤0.01% 751
2024
Q4 		$231K Sell
6,527
-843
-11% -$30.4K ﹤0.01% 816
2024
Q3 		$235K Hold
7,370
– – ﹤0.01% 799
2024
Q2 		$221K Buy
+7,370
New +$212K ﹤0.01% 791

Other funds holding TRMK

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $2.9T AUM 29.55% 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