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GoalVest Advisory’s Trustmark TRMK Stock Holding History

GoalVest Advisory’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
Q4 		– Sell
-1,985
Closed -$78.6K – 551
2025
Q3 		$78.6K Hold
1,985
– – 0.02% 185
2025
Q2 		$72.4K Hold
1,985
– – 0.02% 186
2025
Q1 		$68.5K Hold
1,985
– – 0.02% 164
2024
Q4 		$70.2K Hold
1,985
– – 0.02% 166
2024
Q3 		$63.2K Buy
+1,985
New +$63.9K 0.02% 172

Other funds holding TRMK

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

GoalVest Advisory's TRMK Position: Q4 2025 in Review

GoalVest Advisory sold out of Trustmark (TRMK) in Q4 2025, closing a stake of 1,985 shares — an estimated $78.6K sold.

GoalVest Advisory first reported a position in TRMK in Q3 2024 and held it in 5 quarters. The position peaked at $78.6K in Q3 2025. 261 funds tracked by Wall St. Rank hold TRMK as of Q4 2025.

  • GoalVest Advisory reported no remaining Trustmark position as of Q4 2025 after selling out during the quarter.
  • GoalVest Advisory sold 1,985 Trustmark shares in Q4 2025, an estimated $78.6K.
  • GoalVest Advisory first reported a position in Trustmark in Q3 2024 and held it in 5 quarters.
  • GoalVest Advisory's Trustmark position peaked at $78.6K in Q3 2025.
  • 261 funds tracked by Wall St. Rank held Trustmark as of Q4 2025.

Based on GoalVest Advisory's 13F filing for Q4 2025, filed 5 Jan 2026.