CFO
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CVA Family Office’s Trustmark TRMK Stock Holding History

CVA Family Office’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 		$5.43K Buy
118
+19
+19% +$847 ﹤0.01% 1247
2026
Q1 		$4.17K Buy
+99
New +$4.18K ﹤0.01% 1292

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

CVA Family Office's TRMK Position: Q2 2026 in Review

CVA Family Office increased its Trustmark (TRMK) stake by 19% in Q2 2026, buying an estimated $847 and bringing the position to 118 shares worth $5.43K. The position accounts for ﹤0.01% of the portfolio, ranked #1247.

CVA Family Office 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.

  • CVA Family Office held 118 shares of Trustmark worth $5.43K as of Q2 2026.
  • CVA Family Office bought 19 Trustmark shares in Q2 2026, an estimated $847.
  • Trustmark made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #1247 holding.
  • CVA Family Office 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 CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.