Harbour Investments’s Trustmark TRMK Stock Holding History

Harbour Investments’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	-156	Closed	-$5.37K	–	3721
2025 Q1	$5.37K	Hold	156	–	–	﹤0.01%	2800
2024 Q4	$5.51K	Hold	156	–	–	﹤0.01%	2693
2024 Q3	$4.95K	Hold	156	–	–	﹤0.01%	2631
2024 Q2	$4.68K	Hold	156	–	–	﹤0.01%	2541
2024 Q1	$4.38K	Hold	156	–	–	﹤0.01%	2538
2023 Q4	$4.34K	Hold	156	–	–	﹤0.01%	2464
2023 Q3	$3.38K	Hold	156	–	–	﹤0.01%	2403
2023 Q2	$3.29K	Hold	156	–	–	﹤0.01%	2406
2023 Q1	$3.85K	Hold	156	–	–	﹤0.01%	2377
2022 Q4	$5.43K	Buy	156 +1	+0.6%	+$35	﹤0.01%	2189
2022 Q3	$5K	Hold	155	–	–	﹤0.01%	2206
2022 Q2	$5K	Buy	+155	New	+$4.48K	﹤0.01%	2206
2021 Q4	$5K	Buy	152 +1	+0.7%	+$33	﹤0.01%	2201
2021 Q3	$5K	Buy	151 +1	+0.7%	+$31	﹤0.01%	3024
2021 Q2	$5K	Hold	150	–	–	﹤0.01%	3091
2021 Q1	$5K	Buy	+150	New	+$4.69K	﹤0.01%	2937

Other funds holding TRMK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Harbour Investments's TRMK Position: Q2 2025 in Review

Harbour Investments sold out of Trustmark (TRMK) in Q2 2025, closing a stake of 156 shares — an estimated $5.37K sold.

Harbour Investments first reported a position in TRMK in Q1 2021 and held it in 16 quarters. The position peaked at $5.51K in Q4 2024. 266 funds tracked by Wall St. Rank hold TRMK as of Q2 2025.

Harbour Investments reported no remaining Trustmark position as of Q2 2025 after selling out during the quarter.
Harbour Investments sold 156 Trustmark shares in Q2 2025, an estimated $5.37K.
Harbour Investments first reported a position in Trustmark in Q1 2021 and held it in 16 quarters.
Harbour Investments's Trustmark position peaked at $5.51K in Q4 2024.
266 funds tracked by Wall St. Rank held Trustmark as of Q2 2025.

Based on Harbour Investments's 13F filing for Q2 2025, filed 28 Jul 2025.