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 Q2	$39.2K	Sell	851 -806	-49%	-$35.9K	﹤0.01%	1934
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	–	2530
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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 Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Trustmark (TRMK) stake by 49% in Q2 2026, selling an estimated $35.9K and leaving 851 shares worth $39.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1934.

EverSource Wealth Advisors first reported a position in TRMK in Q4 2021 and has held it in 14 quarters since. The position peaked at $69.8K in Q1 2026. 289 funds tracked by Wall St. Rank hold TRMK as of Q2 2026.

EverSource Wealth Advisors held 851 shares of Trustmark worth $39.2K as of Q2 2026.
EverSource Wealth Advisors sold 806 Trustmark shares in Q2 2026, an estimated $35.9K.
Trustmark made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1934 holding.
EverSource Wealth Advisors first reported a position in Trustmark in Q4 2021 and has held it in 14 quarters since.
EverSource Wealth Advisors's Trustmark position peaked at $69.8K in Q1 2026.
289 funds tracked by Wall St. Rank held Trustmark as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.