EWA
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EP Wealth Advisors’s Trustmark TRMK Stock Holding History

EP Wealth Advisors’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 		– Sell
-5,642
Closed -$238K – 1882
2026
Q1 		$238K Buy
5,642
+327
+6% +$13.8K ﹤0.01% 1306
2025
Q4 		$207K Buy
+5,315
New +$207K ﹤0.01% 1374

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

EP Wealth Advisors's TRMK Position: Q2 2026 in Review

EP Wealth Advisors sold out of Trustmark (TRMK) in Q2 2026, closing a stake of 5,642 shares — an estimated $238K sold.

EP Wealth Advisors first reported a position in TRMK in Q4 2025 and held it in 2 quarters. The position peaked at $238K in Q1 2026. 289 funds tracked by Wall St. Rank hold TRMK as of Q2 2026.

  • EP Wealth Advisors reported no remaining Trustmark position as of Q2 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 5,642 Trustmark shares in Q2 2026, an estimated $238K.
  • EP Wealth Advisors first reported a position in Trustmark in Q4 2025 and held it in 2 quarters.
  • EP Wealth Advisors's Trustmark position peaked at $238K in Q1 2026.
  • 289 funds tracked by Wall St. Rank held Trustmark as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.