GFPC
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Global Financial Private Client’s Trustmark TRMK Stock Holding History

Global Financial Private Client’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
-14
Closed -$483 – 1482
2025
Q1 		$483 Buy
14
+10
+250% +$357 ﹤0.01% 1290
2024
Q4 		$141 Buy
+4
New +$144 ﹤0.01% 1397

Other funds holding TRMK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Global Financial Private Client's TRMK Position: Q2 2025 in Review

Global Financial Private Client sold out of Trustmark (TRMK) in Q2 2025, closing a stake of 14 shares — an estimated $483 sold.

Global Financial Private Client first reported a position in TRMK in Q4 2024 and held it in 2 quarters. The position peaked at $483 in Q1 2025. 266 funds tracked by Wall St. Rank hold TRMK as of Q2 2025.

  • Global Financial Private Client reported no remaining Trustmark position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 14 Trustmark shares in Q2 2025, an estimated $483.
  • Global Financial Private Client first reported a position in Trustmark in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Trustmark position peaked at $483 in Q1 2025.
  • 266 funds tracked by Wall St. Rank held Trustmark as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.