Financial Harvest’s Trustmark TRMK Stock Holding History

Financial Harvest’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
2025 Q2	–	Sell	-13,981	Closed	-$846K	–	98
2025 Q1	$846K	Buy	+13,981	New	+$499K	0.7%	20

Other funds holding TRMK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Financial Harvest's TRMK Position: Q2 2025 in Review

Financial Harvest sold out of Trustmark (TRMK) in Q2 2025, closing a stake of 13,981 shares — an estimated $846K sold.

Financial Harvest first reported a position in TRMK in Q1 2025 and held it in 1 quarter. The position peaked at $846K in Q1 2025. 266 funds tracked by Wall St. Rank hold TRMK as of Q2 2025.

Financial Harvest reported no remaining Trustmark position as of Q2 2025 after selling out during the quarter.
Financial Harvest sold 13,981 Trustmark shares in Q2 2025, an estimated $846K.
Financial Harvest first reported a position in Trustmark in Q1 2025 and held it in 1 quarter.
Financial Harvest's Trustmark position peaked at $846K in Q1 2025.
266 funds tracked by Wall St. Rank held Trustmark as of Q2 2025.

Based on Financial Harvest's 13F filing for Q2 2025, filed 14 Jul 2025.