CAS
TRMK icon

Coppell Advisory Solutions’s Trustmark TRMK Stock Holding History

Coppell Advisory Solutions’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
-484
Closed -$17.3K – 1736
2024
Q4 		$17.3K Hold
484
– – ﹤0.01% 927
2024
Q3 		$15.3K Hold
484
– – ﹤0.01% 960
2024
Q2 		$14.5K Buy
+484
New +$13.9K ﹤0.01% 894
2023
Q4 		$13.5K Sell
484
-756
-61% -$17.5K ﹤0.01% 855
2023
Q3 		$43.3K Buy
+1,240
New +$28.8K 0.01% 368
2023
Q1 		– Sell
-1,240
Closed -$43.3K – 998
2022
Q4 		$43.3K Buy
+1,240
New +$43.3K 0.01% 370

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

Coppell Advisory Solutions's TRMK Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Trustmark (TRMK) in Q1 2025, closing a stake of 484 shares — an estimated $17.3K sold.

Coppell Advisory Solutions first reported a position in TRMK in Q4 2022 and held it in 6 quarters. The position peaked at $43.3K in Q3 2023. 256 funds tracked by Wall St. Rank hold TRMK as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Trustmark position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 484 Trustmark shares in Q1 2025, an estimated $17.3K.
  • Coppell Advisory Solutions first reported a position in Trustmark in Q4 2022 and held it in 6 quarters.
  • Coppell Advisory Solutions's Trustmark position peaked at $43.3K in Q3 2023.
  • 256 funds tracked by Wall St. Rank held Trustmark as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.