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

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Sunburst Financial Group Vestavia Hills, Alabama $598M AUM 18% 1-Year Est. Return

Legacy Wealth Management (Mississippi) Ridgeland, Mississippi $390M AUM 27.84% 1-Year Est. Return

Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return