EW
TRMK icon

Element Wealth’s Trustmark TRMK Stock Holding History

Element 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
Q1 		$380K Buy
9,025
+1
+0% +$42 0.16% 135
2025
Q4 		$351K Buy
9,024
+1
+0% +$39 0.15% 137
2025
Q3 		$357K Buy
9,023
+1,034
+13% +$40.3K 0.16% 124
2025
Q2 		$291K Sell
7,989
-1,031
-11% -$35.3K 0.13% 133
2025
Q1 		$311K Buy
9,020
+2
+0% +$71 0.17% 111
2024
Q4 		$319K Buy
9,018
+533
+6% +$19.2K 0.17% 107
2024
Q3 		$270K Sell
8,485
-556
-6% -$17.9K 0.14% 119
2024
Q2 		$272K Buy
+9,041
New +$260K 0.15% 114
2024
Q1 		– Sell
-8,814
Closed -$246K – 275
2023
Q4 		$246K Buy
+8,814
New +$204K 0.15% 112

Other funds holding TRMK

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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