HIA
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HFM Investment Advisors’s Trustmark TRMK Stock Holding History

HFM Investment Advisors’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 		$461 Buy
10
+5
+100% +$223 ﹤0.01% 1018
2026
Q1 		$211 Hold
5
– – ﹤0.01% 978
2025
Q4 		$195 Hold
5
– – ﹤0.01% 1030
2025
Q3 		$198 Hold
5
– – ﹤0.01% 994
2025
Q2 		$182 Buy
5
+3
+150% +$103 ﹤0.01% 1016
2025
Q1 		$69 Buy
+2
New +$71 ﹤0.01% 968

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

HFM Investment Advisors's TRMK Position: Q2 2026 in Review

HFM Investment Advisors increased its Trustmark (TRMK) stake by 100% in Q2 2026, buying an estimated $223 and bringing the position to 10 shares worth $461. The position accounts for ﹤0.01% of the portfolio, ranked #1018.

HFM Investment Advisors first reported a position in TRMK in Q1 2025 and has held it in 6 quarters since. 289 funds tracked by Wall St. Rank hold TRMK as of Q2 2026.

  • HFM Investment Advisors held 10 shares of Trustmark worth $461 as of Q2 2026.
  • HFM Investment Advisors bought 5 Trustmark shares in Q2 2026, an estimated $223.
  • Trustmark made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #1018 holding.
  • HFM Investment Advisors first reported a position in Trustmark in Q1 2025 and has held it in 6 quarters since.
  • 289 funds tracked by Wall St. Rank held Trustmark as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.