Corient Private Wealth
TRMK icon

Corient Private Wealth’s Trustmark TRMK Stock Holding History

Corient Private Wealth’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 		$270K Buy
5,877
+904
+18% +$40.3K ﹤0.01% 2618
2026
Q1 		$210K Buy
+4,973
New +$210K ﹤0.01% 2535

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

Corient Private Wealth's TRMK Position: Q2 2026 in Review

Corient Private Wealth increased its Trustmark (TRMK) stake by 18% in Q2 2026, buying an estimated $40.3K and bringing the position to 5,877 shares worth $270K. The position accounts for ﹤0.01% of the portfolio, ranked #2618.

Corient Private Wealth first reported a position in TRMK in Q1 2026 and has held it in 2 quarters since. 289 funds tracked by Wall St. Rank hold TRMK as of Q2 2026.

  • Corient Private Wealth held 5,877 shares of Trustmark worth $270K as of Q2 2026.
  • Corient Private Wealth bought 904 Trustmark shares in Q2 2026, an estimated $40.3K.
  • Trustmark made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2618 holding.
  • Corient Private Wealth first reported a position in Trustmark in Q1 2026 and has held it in 2 quarters since.
  • 289 funds tracked by Wall St. Rank held Trustmark as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.