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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
Q2 		$1.33K Buy
+29
New +$1.29K ﹤0.01% 2613
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 $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

Clearstead Advisors's TRMK Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Trustmark (TRMK) in Q2 2026: 29 shares worth $1.33K. The stake represents ﹤0.01% of the portfolio and ranks #2613 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in TRMK as recently as Q4 2025.

Clearstead Advisors first reported a position in TRMK in Q2 2024 and has held it in 8 quarters since. The position peaked at $257K in Q1 2025. 289 funds tracked by Wall St. Rank hold TRMK as of Q2 2026.

  • Clearstead Advisors held 29 shares of Trustmark worth $1.33K as of Q2 2026.
  • Trustmark was a new Clearstead Advisors position in Q2 2026.
  • Trustmark made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2613 holding.
  • Clearstead Advisors first reported a position in Trustmark in Q2 2024 and has held it in 8 quarters since.
  • Clearstead Advisors's Trustmark position peaked at $257K in Q1 2025.
  • 289 funds tracked by Wall St. Rank held Trustmark as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.