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DiNuzzo Private Wealth’s Trustmark TRMK Stock Holding History

DiNuzzo Private 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 		$599 Hold
13
– – ﹤0.01% 1050
2026
Q1 		$548 Hold
13
– – ﹤0.01% 1065
2025
Q4 		$507 Hold
13
– – ﹤0.01% 1083
2025
Q3 		$524 Hold
13
– – ﹤0.01% 1078
2025
Q2 		$474 Hold
13
– – ﹤0.01% 1084
2025
Q1 		$449 Hold
13
– – ﹤0.01% 1088
2024
Q4 		$460 Hold
13
– – ﹤0.01% 1107
2024
Q3 		$414 Hold
13
– – ﹤0.01% 1160
2024
Q2 		$391 Buy
13
+2
+18% +$57 ﹤0.01% 1116
2024
Q1 		$310 Hold
11
– – ﹤0.01% 1120
2023
Q4 		$307 Buy
+11
New +$255 ﹤0.01% 1124

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

DiNuzzo Private Wealth's TRMK Position: Q2 2026 in Review

DiNuzzo Private Wealth held its Trustmark (TRMK) position steady in Q2 2026 at 13 shares worth $599. The position accounts for ﹤0.01% of the portfolio, ranked #1050.

DiNuzzo Private Wealth first reported a position in TRMK in Q4 2023 and has held it in 11 quarters since. 289 funds tracked by Wall St. Rank hold TRMK as of Q2 2026.

  • DiNuzzo Private Wealth held 13 shares of Trustmark worth $599 as of Q2 2026.
  • DiNuzzo Private Wealth left its Trustmark share count unchanged in Q2 2026.
  • Trustmark made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #1050 holding.
  • DiNuzzo Private Wealth first reported a position in Trustmark in Q4 2023 and has held it in 11 quarters since.
  • 289 funds tracked by Wall St. Rank held Trustmark as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.