GRP
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Global Retirement Partners’s Trustmark TRMK Stock Holding History

Global Retirement Partners’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 		$63.2K Buy
+1,373
New +$61.2K ﹤0.01% 2366
2025
Q4 		$34.7K Sell
890
-31
-3% -$1.21K ﹤0.01% 2575
2025
Q3 		$36.5K Buy
921
+133
+17% +$5.18K ﹤0.01% 2076
2025
Q2 		$28.7K Buy
+788
New +$27K ﹤0.01% 2081
2024
Q4 		$8.31K Buy
235
+103
+78% +$3.72K ﹤0.01% 2462
2024
Q3 		$4.2K Buy
132
+40
+43% +$1.29K ﹤0.01% 2642
2024
Q2 		$2.76K Buy
+92
New +$2.64K ﹤0.01% 2848
2023
Q1 		– Sell
-50
Closed -$1.75K – 3343
2022
Q4 		$1.75K Hold
50
– – ﹤0.01% 2410
2022
Q3 		$2K Buy
50
+41
+456% +$1.3K ﹤0.01% 2320
2022
Q2 		$0 Buy
+9
New +$260 ﹤0.01% 2887
2019
Q2 		– Sell
-47
Closed -$2K – 1706
2019
Q1 		$2K Hold
47
– – ﹤0.01% 1411
2018
Q4 		$1K Hold
47
– – ﹤0.01% 1420
2018
Q3 		$2K Hold
47
– – ﹤0.01% 1422
2018
Q2 		$2K Hold
47
– – ﹤0.01% 1410
2018
Q1 		$1K Sell
47
-88
-65% -$2.83K ﹤0.01% 1444
2017
Q4 		$4K Hold
135
– – ﹤0.01% 1181
2017
Q3 		$4K Sell
135
-55
-29% -$1.71K ﹤0.01% 1055
2017
Q2 		$6K Buy
190
+89
+88% +$2.85K ﹤0.01% 917
2017
Q1 		$3K Hold
101
– – ﹤0.01% 993
2016
Q4 		$4K Buy
+101
New +$3.17K ﹤0.01% 886

Other funds holding TRMK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
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
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Global Retirement Partners's TRMK Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Trustmark (TRMK) in Q2 2026: 1,373 shares worth $63.2K. The stake represents ﹤0.01% of the portfolio and ranks #2366 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in TRMK as recently as Q4 2025.

Global Retirement Partners first reported a position in TRMK in Q4 2016 and has held it in 20 quarters since. 289 funds tracked by Wall St. Rank hold TRMK as of Q2 2026.

  • Global Retirement Partners held 1,373 shares of Trustmark worth $63.2K as of Q2 2026.
  • Trustmark was a new Global Retirement Partners position in Q2 2026.
  • Trustmark made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2366 holding.
  • Global Retirement Partners first reported a position in Trustmark in Q4 2016 and has held it in 20 quarters since.
  • 289 funds tracked by Wall St. Rank held Trustmark as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.