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Grimes & Company’s Trustmark TRMK Stock Holding History

Grimes & Company’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 		$823K Sell
17,883
-1,872
-9% -$83.4K 0.02% 274
2026
Q1 		$832K Sell
19,755
-1,067
-5% -$45K 0.02% 252
2025
Q4 		$811K Buy
+20,822
New +$811K 0.02% 265

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

Grimes & Company's TRMK Position: Q2 2026 in Review

Grimes & Company reduced its Trustmark (TRMK) stake by 9.5% in Q2 2026, selling an estimated $83.4K and leaving 17,883 shares worth $823K. The position accounts for 0.02% of the portfolio, ranked #274.

Grimes & Company first reported a position in TRMK in Q4 2025 and has held it in 3 quarters since. The position peaked at $832K in Q1 2026. 289 funds tracked by Wall St. Rank hold TRMK as of Q2 2026.

  • Grimes & Company held 17,883 shares of Trustmark worth $823K as of Q2 2026.
  • Grimes & Company sold 1,872 Trustmark shares in Q2 2026, an estimated $83.4K.
  • Trustmark made up 0.02% of Grimes & Company's portfolio in Q2 2026, its #274 holding.
  • Grimes & Company first reported a position in Trustmark in Q4 2025 and has held it in 3 quarters since.
  • Grimes & Company's Trustmark position peaked at $832K in Q1 2026.
  • 289 funds tracked by Wall St. Rank held Trustmark as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.