Commonwealth Equity Services
TRMK icon

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 		$202K 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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
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
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Commonwealth Equity Services's TRMK Position: Q1 2026 in Review

Commonwealth Equity Services sold out of Trustmark (TRMK) in Q1 2026, closing a stake of 9,203 shares — an estimated $358K sold.

Commonwealth Equity Services first reported a position in TRMK in Q4 2019 and held it in 19 quarters. The position peaked at $514K in Q2 2025. 273 funds tracked by Wall St. Rank hold TRMK as of Q1 2026.

  • Commonwealth Equity Services reported no remaining Trustmark position as of Q1 2026 after selling out during the quarter.
  • Commonwealth Equity Services sold 9,203 Trustmark shares in Q1 2026, an estimated $358K.
  • Commonwealth Equity Services first reported a position in Trustmark in Q4 2019 and held it in 19 quarters.
  • Commonwealth Equity Services's Trustmark position peaked at $514K in Q2 2025.
  • 273 funds tracked by Wall St. Rank held Trustmark as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.