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Concourse Financial Group Securities’s Trustmark TRMK Stock Holding History

Concourse Financial Group Securities’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
Q1 		– Sell
-32
Closed -$1.13K – 1888
2024
Q4 		$1.13K Hold
32
– – ﹤0.01% 2076
2024
Q3 		$1.02K Sell
32
-69
-68% -$2.22K ﹤0.01% 2069
2024
Q2 		$3.03K Sell
101
-45
-31% -$1.29K ﹤0.01% 1968
2024
Q1 		$4.1K Hold
146
– – ﹤0.01% 1929
2023
Q4 		$4.07K Hold
146
– – ﹤0.01% 1902
2023
Q3 		$3.17K Hold
146
– – ﹤0.01% 1922
2023
Q2 		$3.08K Buy
146
+11
+8% +$248 ﹤0.01% 1941
2023
Q1 		$3.33K Buy
135
+44
+48% +$1.3K ﹤0.01% 1959
2022
Q4 		$3.18K Sell
91
-218
-71% -$7.62K ﹤0.01% 1956
2022
Q3 		$9K Hold
309
– – ﹤0.01% 1519
2022
Q2 		$9K Buy
309
+42
+16% +$1.21K ﹤0.01% 1703
2022
Q1 		$8K Buy
267
+45
+20% +$1.46K ﹤0.01% 1764
2021
Q4 		$7K Hold
222
– – ﹤0.01% 1973
2021
Q3 		$7K Buy
222
+58
+35% +$1.78K ﹤0.01% 1998
2021
Q2 		$5K Hold
164
– – ﹤0.01% 2061
2021
Q1 		$6K Sell
164
-70
-30% -$2.19K ﹤0.01% 1944
2020
Q4 		$6K Buy
234
+27
+13% +$676 ﹤0.01% 1887
2020
Q3 		$4K Hold
207
– – ﹤0.01% 1892
2020
Q2 		$5K Hold
207
– – ﹤0.01% 1704
2020
Q1 		$5K Buy
207
+24
+13% +$715 ﹤0.01% 1682
2019
Q4 		$6K Sell
183
-153
-46% -$5.29K ﹤0.01% 1590
2019
Q3 		$11K Buy
336
+28
+9% +$943 ﹤0.01% 1134
2019
Q2 		$10K Buy
308
+53
+21% +$1.79K ﹤0.01% 1503
2019
Q1 		$8K Hold
255
– – ﹤0.01% 1610
2018
Q4 		$7K Buy
+255
New +$7.9K ﹤0.01% 1548

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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Concourse Financial Group Securities's TRMK Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Trustmark (TRMK) in Q1 2025, closing a stake of 32 shares — an estimated $1.13K sold.

Concourse Financial Group Securities first reported a position in TRMK in Q4 2018 and held it in 25 quarters. The position peaked at $11K in Q3 2019. 256 funds tracked by Wall St. Rank hold TRMK as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Trustmark position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 32 Trustmark shares in Q1 2025, an estimated $1.13K.
  • Concourse Financial Group Securities first reported a position in Trustmark in Q4 2018 and held it in 25 quarters.
  • Concourse Financial Group Securities's Trustmark position peaked at $11K in Q3 2019.
  • 256 funds tracked by Wall St. Rank held Trustmark as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.