Covestor’s Trustmark TRMK Stock Holding History

Covestor’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	$0	Hold	4	–	–	﹤0.01%	2772
2025 Q4	$0	Hold	4	–	–	﹤0.01%	2742
2025 Q3	$0	Hold	4	–	–	﹤0.01%	2778
2025 Q2	$0	Hold	4	–	–	﹤0.01%	2761
2025 Q1	$0	Hold	4	–	–	﹤0.01%	2734
2024 Q4	$0	Sell	4 -15	-79%	-$541	﹤0.01%	2745
2024 Q3	$1K	Sell	19 -5	-21%	-$161	﹤0.01%	2105
2024 Q2	$1K	Sell	24 -2	-8%	-$57	﹤0.01%	2133
2024 Q1	$1K	Buy	26 +22	+550%	+$593	﹤0.01%	2122
2023 Q4	$0	Sell	4 -19	-83%	-$440	﹤0.01%	2721
2023 Q3	$1K	Buy	23 +17	+283%	+$395	﹤0.01%	2005
2023 Q2	$0	Sell	6 -1	-14%	-$23	﹤0.01%	2658
2023 Q1	$0	Hold	7	–	–	﹤0.01%	2593
2022 Q4	$0	Sell	7 -2	-22%	-$70	﹤0.01%	2617
2022 Q3	$0	Sell	9 -7	-44%	-$222	﹤0.01%	2612
2022 Q2	$0	Sell	16 -4	-20%	-$116	﹤0.01%	2372
2022 Q1	$1K	Sell	20 -54	-73%	-$1.75K	﹤0.01%	1967
2021 Q4	$2K	Buy	+74	New	+$2.42K	﹤0.01%	1584

Other funds holding TRMK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

NRCM

North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Covestor's TRMK Position: Q1 2026 in Review

Covestor held its Trustmark (TRMK) position steady in Q1 2026 at 4 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2772.

Covestor first reported a position in TRMK in Q4 2021 and has held it in 18 quarters since. The position peaked at $2K in Q4 2021. 272 funds tracked by Wall St. Rank hold TRMK as of Q1 2026.

Covestor held 4 shares of Trustmark worth $0 as of Q1 2026.
Covestor left its Trustmark share count unchanged in Q1 2026.
Trustmark made up ﹤0.01% of Covestor's portfolio in Q1 2026, its #2772 holding.
Covestor first reported a position in Trustmark in Q4 2021 and has held it in 18 quarters since.
Covestor's Trustmark position peaked at $2K in Q4 2021.
272 funds tracked by Wall St. Rank held Trustmark as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.