Fortitude Family Office’s Trustmark TRMK Stock Holding History

Fortitude Family Office’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	$2.58K	Buy	56 +2	+4%	+$89	﹤0.01%	1386
2026 Q1	$2.28K	Buy	54 +35	+184%	+$1.48K	﹤0.01%	1243
2025 Q4	$740	Sell	19 -7	-27%	-$272	﹤0.01%	1567
2025 Q3	$1.03K	Buy	26 +5	+24%	+$195	﹤0.01%	1537
2025 Q2	$766	Buy	+21	New	+$719	﹤0.01%	1627

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

Fortitude Family Office's TRMK Position: Q2 2026 in Review

Fortitude Family Office increased its Trustmark (TRMK) stake by 3.7% in Q2 2026, buying an estimated $89 and bringing the position to 56 shares worth $2.58K. The position accounts for ﹤0.01% of the portfolio, ranked #1386.

Fortitude Family Office first reported a position in TRMK in Q2 2025 and has held it in 5 quarters since. 289 funds tracked by Wall St. Rank hold TRMK as of Q2 2026.

Fortitude Family Office held 56 shares of Trustmark worth $2.58K as of Q2 2026.
Fortitude Family Office bought 2 Trustmark shares in Q2 2026, an estimated $89.
Trustmark made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #1386 holding.
Fortitude Family Office first reported a position in Trustmark in Q2 2025 and has held it in 5 quarters since.
289 funds tracked by Wall St. Rank held Trustmark as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.