HWM
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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
Q2 		$3.1M Buy
67,330
+1,013
+2% +$45.1K 0.02% 368
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 $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

HB Wealth Management's TRMK Position: Q2 2026 in Review

HB Wealth Management increased its Trustmark (TRMK) stake by 1.5% in Q2 2026, buying an estimated $45.1K and bringing the position to 67,330 shares worth $3.1M. The position accounts for 0.02% of the portfolio, ranked #368.

HB Wealth Management first reported a position in TRMK in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.38M in Q4 2022. 289 funds tracked by Wall St. Rank hold TRMK as of Q2 2026.

  • HB Wealth Management held 67,330 shares of Trustmark worth $3.1M as of Q2 2026.
  • HB Wealth Management bought 1,013 Trustmark shares in Q2 2026, an estimated $45.1K.
  • Trustmark made up 0.02% of HB Wealth Management's portfolio in Q2 2026, its #368 holding.
  • HB Wealth Management first reported a position in Trustmark in Q4 2021 and has held it in 19 quarters since.
  • HB Wealth Management's Trustmark position peaked at $3.38M in Q4 2022.
  • 289 funds tracked by Wall St. Rank held Trustmark as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.