CMF
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Counterpoint Mutual Funds’s Trustmark TRMK Stock Holding History

Counterpoint Mutual Funds’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
Q3 		– Sell
-8,752
Closed -$319K – 466
2025
Q2 		$319K Buy
+8,752
New +$300K 0.03% 259

Other funds holding TRMK

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Counterpoint Mutual Funds's TRMK Position: Q3 2025 in Review

Counterpoint Mutual Funds sold out of Trustmark (TRMK) in Q3 2025, closing a stake of 8,752 shares — an estimated $319K sold.

Counterpoint Mutual Funds first reported a position in TRMK in Q2 2025 and held it in 1 quarter. The position peaked at $319K in Q2 2025. 269 funds tracked by Wall St. Rank hold TRMK as of Q3 2025.

  • Counterpoint Mutual Funds reported no remaining Trustmark position as of Q3 2025 after selling out during the quarter.
  • Counterpoint Mutual Funds sold 8,752 Trustmark shares in Q3 2025, an estimated $319K.
  • Counterpoint Mutual Funds first reported a position in Trustmark in Q2 2025 and held it in 1 quarter.
  • Counterpoint Mutual Funds's Trustmark position peaked at $319K in Q2 2025.
  • 269 funds tracked by Wall St. Rank held Trustmark as of Q3 2025.

Based on Counterpoint Mutual Funds's 13F filing for Q3 2025, filed 10 Nov 2025.