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Edgestream Partners’s Trustmark TRMK Stock Holding History

Edgestream Partners’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
2025
Q3 		– Sell
-135,850
Closed -$4.95M – 1060
2025
Q2 		$4.95M Sell
135,850
-68,815
-34% -$2.36M 0.14% 294
2025
Q1 		$7.06M Buy
204,665
+129,679
+173% +$4.63M 0.24% 127
2024
Q4 		$2.65M Buy
+74,986
New +$2.71M 0.11% 331

Other funds holding TRMK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Edgestream Partners's TRMK Position: Q3 2025 in Review

Edgestream Partners sold out of Trustmark (TRMK) in Q3 2025, closing a stake of 135,850 shares — an estimated $4.95M sold.

Edgestream Partners first reported a position in TRMK in Q4 2024 and held it in 3 quarters. The position peaked at $7.06M in Q1 2025. 269 funds tracked by Wall St. Rank hold TRMK as of Q3 2025.

  • Edgestream Partners reported no remaining Trustmark position as of Q3 2025 after selling out during the quarter.
  • Edgestream Partners sold 135,850 Trustmark shares in Q3 2025, an estimated $4.95M.
  • Edgestream Partners first reported a position in Trustmark in Q4 2024 and held it in 3 quarters.
  • Edgestream Partners's Trustmark position peaked at $7.06M in Q1 2025.
  • 269 funds tracked by Wall St. Rank held Trustmark as of Q3 2025.

Based on Edgestream Partners's 13F filing for Q3 2025, filed 12 Nov 2025.