Dimensional Fund Advisors
TRMK icon

Dimensional Fund Advisors’s Trustmark TRMK Stock Holding History

Dimensional Fund Advisors’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 		$164M Buy
3,897,556
+20,628
+0.5% +$870K 0.03% 711
2025
Q4 		$151M Sell
3,876,928
-32,812
-0.8% -$1.28M 0.03% 768
2025
Q3 		$155M Sell
3,909,740
-20,045
-0.5% -$781K 0.03% 731
2025
Q2 		$143M Sell
3,929,785
-70,247
-2% -$2.4M 0.03% 737
2025
Q1 		$138M Sell
4,000,032
-97,051
-2% -$3.46M 0.03% 714
2024
Q4 		$145M Sell
4,097,083
-762
-0% -$27.5K 0.03% 709
2024
Q3 		$130M Buy
4,097,845
+47,058
+1% +$1.51M 0.03% 820
2024
Q2 		$122M Buy
4,050,787
+64,334
+2% +$1.85M 0.03% 794
2024
Q1 		$112M Buy
3,986,453
+156,303
+4% +$4.22M 0.03% 860
2023
Q4 		$107M Buy
3,830,150
+59,068
+2% +$1.37M 0.03% 859
2023
Q3 		$81.9M Sell
3,771,082
-40,032
-1% -$930K 0.03% 967
2023
Q2 		$80.5M Sell
3,811,114
-200,552
-5% -$4.52M 0.03% 991
2023
Q1 		$99.1M Buy
4,011,666
+65,490
+2% +$1.94M 0.03% 809
2022
Q4 		$138K Buy
3,946,176
+24,265
+0.6% +$848K 0.04% 541
2022
Q3 		$120M Buy
3,921,911
+36,670
+0.9% +$1.16M 0.05% 566
2022
Q2 		$113M Buy
3,885,241
+54,913
+1% +$1.59M 0.04% 632
2022
Q1 		$116M Buy
3,830,328
+31,278
+0.8% +$1.01M 0.04% 728
2021
Q4 		$123M Sell
3,799,050
-19,388
-0.5% -$634K 0.04% 712
2021
Q3 		$123M Sell
3,818,438
-52,963
-1% -$1.63M 0.04% 670
2021
Q2 		$119M Sell
3,871,401
-53,071
-1% -$1.75M 0.04% 699
2021
Q1 		$132M Sell
3,924,472
-98,048
-2% -$3.06M 0.04% 588
2020
Q4 		$110M Sell
4,022,520
-166,707
-4% -$4.18M 0.04% 662
2020
Q3 		$89.7M Sell
4,189,227
-63,943
-2% -$1.47M 0.04% 666
2020
Q2 		$104M Sell
4,253,170
-53,937
-1% -$1.3M 0.05% 516
2020
Q1 		$100M Sell
4,307,107
-221,999
-5% -$6.61M 0.05% 420
2019
Q4 		$156M Sell
4,529,106
-130,570
-3% -$4.51M 0.06% 400
2019
Q3 		$159M Sell
4,659,676
-43,359
-0.9% -$1.46M 0.06% 350
2019
Q2 		$156M Sell
4,703,035
-304,005
-6% -$10.3M 0.06% 350
2019
Q1 		$168M Sell
5,007,040
-468,838
-9% -$15.3M 0.07% 286
2018
Q4 		$156M Buy
5,475,878
+33,023
+0.6% +$1.02M 0.07% 263
2018
Q3 		$183M Buy
5,442,855
+29,984
+0.6% +$1.04M 0.07% 273
2018
Q2 		$177M Buy
5,412,871
+107,397
+2% +$3.46M 0.07% 274
2018
Q1 		$165M Buy
5,305,474
+58,159
+1% +$1.87M 0.07% 305
2017
Q4 		$167M Buy
5,247,315
+68,633
+1% +$2.27M 0.07% 295
2017
Q3 		$172M Buy
5,178,682
+145,646
+3% +$4.53M 0.08% 263
2017
Q2 		$162M Buy
5,033,036
+189,873
+4% +$6.09M 0.07% 262
2017
Q1 		$154M Buy
4,843,163
+179,142
+4% +$5.94M 0.07% 278
2016
Q4 		$166M Buy
4,664,021
+99,319
+2% +$3.12M 0.08% 242
2016
Q3 		$126M Buy
4,564,702
+258,133
+6% +$6.92M 0.07% 320
2016
Q2 		$107M Buy
4,306,569
+557,405
+15% +$13.4M 0.06% 361
2016
Q1 		$86.3M Buy
3,749,164
+402,570
+12% +$8.87M 0.05% 458
2015
Q4 		$77.1M Buy
3,346,594
+350,856
+12% +$8.49M 0.05% 500
2015
Q3 		$69.4M Buy
2,995,738
+147,250
+5% +$3.49M 0.05% 536
2015
Q2 		$71.2M Buy
2,848,488
+172,502
+6% +$4.21M 0.04% 578
2015
Q1 		$65M Buy
2,675,986
+305,854
+13% +$7.1M 0.04% 602
2014
Q4 		$58.2M Buy
2,370,132
+228,707
+11% +$5.45M 0.04% 632
2014
Q3 		$49.3M Buy
2,141,425
+255,364
+14% +$6.05M 0.04% 687
2014
Q2 		$46.6M Buy
1,886,061
+163,869
+10% +$3.9M 0.03% 771
2014
Q1 		$43.7M Buy
1,722,192
+145,175
+9% +$3.61M 0.03% 765
2013
Q4 		$42.3M Buy
1,577,017
+90,047
+6% +$2.43M 0.03% 748
2013
Q3 		$38.1M Buy
1,486,970
+75,284
+5% +$1.97M 0.03% 741
2013
Q2 		$34.7M Buy
+1,411,686
New +$34.8M 0.03% 728

Other funds holding TRMK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EARNEST Partners
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Dimensional Fund Advisors's TRMK Position: Q1 2026 in Review

Dimensional Fund Advisors increased its Trustmark (TRMK) stake by 0.53% in Q1 2026, buying an estimated $870K and bringing the position to 3,897,556 shares worth $164M. The position accounts for 0.03% of the portfolio, ranked #711.

Dimensional Fund Advisors first reported a position in TRMK in Q2 2013 and has held it in 52 quarters since. The position peaked at $183M in Q3 2018. 272 funds tracked by Wall St. Rank hold TRMK as of Q1 2026.

  • Dimensional Fund Advisors held 3,897,556 shares of Trustmark worth $164M as of Q1 2026.
  • Dimensional Fund Advisors bought 20,628 Trustmark shares in Q1 2026, an estimated $870K.
  • Trustmark made up 0.03% of Dimensional Fund Advisors's portfolio in Q1 2026, its #711 holding.
  • Dimensional Fund Advisors first reported a position in Trustmark in Q2 2013 and has held it in 52 quarters since.
  • Dimensional Fund Advisors's Trustmark position peaked at $183M in Q3 2018.
  • 272 funds tracked by Wall St. Rank held Trustmark as of Q1 2026.

Based on Dimensional Fund Advisors's 13F filing for Q1 2026, filed 7 May 2026.