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Essential Partners’s Trustmark TRMK Stock Holding History

Essential 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
2026
Q2 		$9.02K Hold
196
– – ﹤0.01% 1259
2026
Q1 		$8.26K Hold
196
– – ﹤0.01% 1341
2025
Q4 		$7.63K Sell
196
-118
-38% -$4.59K ﹤0.01% 1261
2025
Q3 		$12.4K Buy
314
+303
+2,755% +$11.8K ﹤0.01% 1078
2025
Q2 		$401 Buy
+11
New +$376 ﹤0.01% 1760

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 $3.38T AUM 44.17% 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

Essential Partners's TRMK Position: Q2 2026 in Review

Essential Partners held its Trustmark (TRMK) position steady in Q2 2026 at 196 shares worth $9.02K. The position accounts for ﹤0.01% of the portfolio, ranked #1259.

Essential Partners first reported a position in TRMK in Q2 2025 and has held it in 5 quarters since. The position peaked at $12.4K in Q3 2025. 290 funds tracked by Wall St. Rank hold TRMK as of Q2 2026.

  • Essential Partners held 196 shares of Trustmark worth $9.02K as of Q2 2026.
  • Essential Partners left its Trustmark share count unchanged in Q2 2026.
  • Trustmark made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #1259 holding.
  • Essential Partners first reported a position in Trustmark in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Trustmark position peaked at $12.4K in Q3 2025.
  • 290 funds tracked by Wall St. Rank held Trustmark as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.