EWA
TRMK icon

EverSource Wealth Advisors’s Trustmark TRMK Stock Holding History

EverSource 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
Q1 		$69.8K Buy
1,657
+314
+23% +$13.2K ﹤0.01% 1655
2025
Q4 		$52.3K Sell
1,343
-60
-4% -$2.34K ﹤0.01% 1718
2025
Q3 		$55.6K Buy
1,403
+155
+12% +$6.04K ﹤0.01% 1626
2025
Q2 		$45.5K Buy
1,248
+1,022
+452% +$35K ﹤0.01% 1681
2025
Q1 		$7.79K Buy
226
+78
+53% +$2.78K ﹤0.01% 2259
2024
Q4 		$5.24K Buy
148
+125
+543% +$4.51K ﹤0.01% 2324
2024
Q3 		$732 Hold
23
– – ﹤0.01% 2783
2024
Q2 		$799 Buy
+23
New +$660 ﹤0.01% 2785
2023
Q1 		– Sell
-105
Closed -$3.67K – 2538
2022
Q4 		$3.67K Hold
105
– – ﹤0.01% 1717
2022
Q3 		$3K Hold
105
– – ﹤0.01% 1589
2022
Q2 		$3K Sell
105
-93
-47% -$2.69K ﹤0.01% 1439
2022
Q1 		$6K Hold
198
– – ﹤0.01% 1203
2021
Q4 		$6K Buy
+198
New +$6.47K ﹤0.01% 1204

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