Curio Wealth’s Trustmark TRMK Stock Holding History

Curio 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	–	Sell	-3	Closed	-$126	–	1047
2026 Q1	$126	Buy	+3	New	+$127	﹤0.01%	924

Other funds holding TRMK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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 Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Curio Wealth's TRMK Position: Q2 2026 in Review

Curio Wealth sold out of Trustmark (TRMK) in Q2 2026, closing a stake of 3 shares — an estimated $126 sold.

Curio Wealth first reported a position in TRMK in Q1 2026 and held it in 1 quarter. The position peaked at $126 in Q1 2026. 289 funds tracked by Wall St. Rank hold TRMK as of Q2 2026.

Curio Wealth reported no remaining Trustmark position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 3 Trustmark shares in Q2 2026, an estimated $126.
Curio Wealth first reported a position in Trustmark in Q1 2026 and held it in 1 quarter.
Curio Wealth's Trustmark position peaked at $126 in Q1 2026.
289 funds tracked by Wall St. Rank held Trustmark as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.