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
Q2 		$415K Buy
9,026
+1
+0% +$45 0.16% 140
2026
Q1 		$380K Buy
9,025
+1
+0% +$42 0.16% 135
2025
Q4 		$351K Buy
9,024
+1
+0% +$39 0.14% 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 $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

Element Wealth's TRMK Position: Q2 2026 in Review

Element Wealth increased its Trustmark (TRMK) stake by 0.01% in Q2 2026, buying an estimated $45 and bringing the position to 9,026 shares worth $415K. The position accounts for 0.16% of the portfolio, ranked #140.

Element Wealth first reported a position in TRMK in Q4 2023 and has held it in 10 quarters since. 289 funds tracked by Wall St. Rank hold TRMK as of Q2 2026.

  • Element Wealth held 9,026 shares of Trustmark worth $415K as of Q2 2026.
  • Element Wealth bought 1 Trustmark share in Q2 2026, an estimated $45.
  • Trustmark made up 0.16% of Element Wealth's portfolio in Q2 2026, its #140 holding.
  • Element Wealth first reported a position in Trustmark in Q4 2023 and has held it in 10 quarters since.
  • 289 funds tracked by Wall St. Rank held Trustmark as of Q2 2026.

Based on Element Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.