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Commonwealth Equity Services’s
Trustmark
TRMK
Stock Holding History
Commonwealth Equity Services’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
-9,203
Closed
-$358K
–
4455
2025
Q4
$358K
Buy
9,203
+57
+0.6%
+$2.22K
﹤0.01%
3502
2025
Q3
$362K
Sell
9,146
-4,946
-35%
-$193K
﹤0.01%
3473
2025
Q2
$514K
Buy
14,092
+20
+0.1%
+$685
﹤0.01%
3119
2025
Q1
$485K
Buy
14,072
+599
+4%
+$21.4K
﹤0.01%
3049
2024
Q4
$477K
Buy
13,473
+5
+0%
+$180
﹤0.01%
2990
2024
Q3
$429K
Buy
13,468
+1,398
+12%
+$45K
﹤0.01%
3021
2024
Q2
$363K
Sell
12,070
-917
-7%
-$26.3K
﹤0.01%
3123
2024
Q1
$365K
Buy
12,987
+723
+6%
+$19.5K
﹤0.01%
3095
2023
Q4
$342K
Sell
12,264
-560
-4%
-$13K
﹤0.01%
3060
2023
Q3
$279K
Buy
12,824
+587
+5%
+$13.6K
﹤0.01%
3098
2023
Q2
$258K
Buy
12,237
+4,056
+50%
+$91.5K
﹤0.01%
3173
2023
Q1
$202
Buy
8,181
+215
+3%
+$6.35K
﹤0.01%
3311
2022
Q4
$278K
Buy
7,966
+7
+0.1%
+$245
﹤0.01%
2933
2022
Q3
$243K
Buy
7,959
+2
+0%
+$63
﹤0.01%
2997
2022
Q2
$232K
Hold
7,957
–
–
﹤0.01%
3069
2022
Q1
$241K
Hold
7,957
–
–
﹤0.01%
3157
2021
Q4
$258K
Sell
7,957
-7
-0.1%
-$229
﹤0.01%
3099
2021
Q3
$256K
Buy
+7,964
New
+$244K
﹤0.01%
3064
2020
Q1
–
Sell
-6,924
Closed
-$238K
–
2961
2019
Q4
$238K
Buy
+6,924
New
+$239K
﹤0.01%
2491
Other funds holding TRMK
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
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
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
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
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
American Century Companies
Kansas City, Missouri
$194B AUM
35%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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