HWM
TRMK icon

HB Wealth Management’s Trustmark TRMK Stock Holding History

HB Wealth Management’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
Q1 		$2.79M Sell
66,317
-4,114
-6% -$174K 0.02% 360
2025
Q4 		$2.74M Buy
70,431
+220
+0.3% +$8.56K 0.02% 349
2025
Q3 		$2.78M Buy
70,211
+59,308
+544% +$2.31M 0.02% 350
2025
Q2 		$398K Sell
10,903
-63,732
-85% -$2.18M ﹤0.01% 829
2025
Q1 		$2.57M Buy
74,635
+1
+0% +$36 0.02% 332
2024
Q4 		$2.64M Buy
74,634
+528
+0.7% +$19.1K 0.03% 242
2024
Q3 		$2.36M Buy
74,106
+54
+0.1% +$1.74K 0.03% 253
2024
Q2 		$2.22M Hold
74,052
– – 0.03% 248
2024
Q1 		$2.08M Sell
74,052
-1,479
-2% -$39.9K 0.03% 238
2023
Q4 		$2.11M Sell
75,531
-21,174
-22% -$491K 0.03% 220
2023
Q3 		$2.1M Hold
96,705
– – 0.03% 202
2023
Q2 		$2.04M Buy
96,705
+172
+0.2% +$3.88K 0.03% 198
2023
Q1 		$2.38M Sell
96,533
-187
-0.2% -$5.53K 0.04% 180
2022
Q4 		$3.38M Buy
96,720
+57,772
+148% +$2.02M 0.06% 144
2022
Q3 		$1.19M Hold
38,948
– – 0.03% 238
2022
Q2 		$1.14M Hold
38,948
– – 0.02% 238
2022
Q1 		$1.18M Buy
38,948
+10,265
+36% +$332K 0.02% 250
2021
Q4 		$931K Buy
+28,683
New +$938K 0.02% 246

Other funds holding TRMK

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return