FFA
TRMK icon

Farther Finance Advisors’s Trustmark TRMK Stock Holding History

Farther Finance 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 		$17.5K Buy
412
+279
+210% +$11.8K ﹤0.01% 3752
2025
Q4 		$5.18K Buy
133
+56
+73% +$2.18K ﹤0.01% 4293
2025
Q3 		$3.05K Buy
77
+27
+54% +$1.05K ﹤0.01% 3964
2025
Q2 		$1.82K Sell
50
-1
-2% -$34 ﹤0.01% 3732
2025
Q1 		$1.76K Sell
51
-1
-2% -$36 ﹤0.01% 3440
2024
Q4 		$1.84K Buy
52
+3
+6% +$108 ﹤0.01% 3026
2024
Q3 		$1.56K Buy
49
+11
+29% +$354 ﹤0.01% 3086
2024
Q2 		$1.13K Hold
38
– – ﹤0.01% 3030
2024
Q1 		$1.04K Hold
38
– – ﹤0.01% 2753
2023
Q4 		$1.06K Buy
+38
New +$881 ﹤0.01% 2700
2023
Q2 		– Sell
-20
Closed -$494 – 2584
2023
Q1 		$494 Hold
20
– – ﹤0.01% 2010
2022
Q4 		$698 Buy
+20
New +$699 ﹤0.01% 1747

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