Financial Consulate’s Trustmark TRMK Stock Holding History

Financial Consulate’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	$231	Hold	5	–	–	﹤0.01%	1412
2026 Q1	$211	Buy	+5	New	+$211	﹤0.01%	1369

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

Financial Consulate's TRMK Position: Q2 2026 in Review

Financial Consulate held its Trustmark (TRMK) position steady in Q2 2026 at 5 shares worth $231. The position accounts for ﹤0.01% of the portfolio, ranked #1412.

Financial Consulate first reported a position in TRMK in Q1 2026 and has held it in 2 quarters since. 289 funds tracked by Wall St. Rank hold TRMK as of Q2 2026.

Financial Consulate held 5 shares of Trustmark worth $231 as of Q2 2026.
Financial Consulate left its Trustmark share count unchanged in Q2 2026.
Trustmark made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #1412 holding.
Financial Consulate first reported a position in Trustmark in Q1 2026 and has held it in 2 quarters since.
289 funds tracked by Wall St. Rank held Trustmark as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.