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TRMK icon

Empowered Funds’s Trustmark TRMK Stock Holding History

Empowered Funds’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 		$12.2M Buy
265,345
+10,573
+4% +$471K 0.06% 345
2026
Q1 		$10.7M Buy
+254,772
New +$10.7M 0.07% 355
2025
Q4 		– Sell
-118,318
Closed -$4.69M – 1828
2025
Q3 		$4.69M Buy
+118,318
New +$4.61M 0.05% 506
2025
Q1 		– Sell
-82,788
Closed -$2.93M – 1793
2024
Q4 		$2.93M Sell
82,788
-113,771
-58% -$4.11M 0.04% 564
2024
Q3 		$6.25M Buy
196,559
+340
+0.2% +$10.9K 0.1% 290
2024
Q2 		$5.89M Buy
196,219
+14,040
+8% +$403K 0.1% 257
2024
Q1 		$5.12M Buy
182,179
+13,759
+8% +$371K 0.09% 299
2023
Q4 		$4.7M Buy
168,420
+49,233
+41% +$1.14M 0.12% 251
2023
Q3 		$2.59M Buy
119,187
+43,220
+57% +$1M 0.08% 373
2023
Q2 		$1.6M Buy
+75,967
New +$1.71M 0.06% 484

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

Empowered Funds's TRMK Position: Q2 2026 in Review

Empowered Funds increased its Trustmark (TRMK) stake by 4.1% in Q2 2026, buying an estimated $471K and bringing the position to 265,345 shares worth $12.2M. The position accounts for 0.06% of the portfolio, ranked #345.

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

  • Empowered Funds held 265,345 shares of Trustmark worth $12.2M as of Q2 2026.
  • Empowered Funds bought 10,573 Trustmark shares in Q2 2026, an estimated $471K.
  • Trustmark made up 0.06% of Empowered Funds's portfolio in Q2 2026, its #345 holding.
  • Empowered Funds first reported a position in Trustmark in Q2 2023 and has held it in 10 quarters since.
  • 289 funds tracked by Wall St. Rank held Trustmark as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.