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High Note Wealth’s Trustmark TRMK Stock Holding History

High Note Wealth’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 		$5.93K Hold
129
– – ﹤0.01% 534
2026
Q1 		$5.44K Hold
129
– – ﹤0.01% 511
2025
Q4 		$5.03K Buy
129
+7
+6% +$272 ﹤0.01% 501
2025
Q3 		$4.83K Sell
122
-4
-3% -$156 ﹤0.01% 487
2025
Q2 		$4.59K Sell
126
-2
-2% -$68 ﹤0.01% 456
2025
Q1 		$4.42K Hold
128
– – ﹤0.01% 464
2024
Q4 		$4.53K Buy
+128
New +$4.62K ﹤0.01% 482

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

High Note Wealth's TRMK Position: Q2 2026 in Review

High Note Wealth held its Trustmark (TRMK) position steady in Q2 2026 at 129 shares worth $5.93K. The position accounts for ﹤0.01% of the portfolio, ranked #534.

High Note Wealth first reported a position in TRMK in Q4 2024 and has held it in 7 quarters since. 289 funds tracked by Wall St. Rank hold TRMK as of Q2 2026.

  • High Note Wealth held 129 shares of Trustmark worth $5.93K as of Q2 2026.
  • High Note Wealth left its Trustmark share count unchanged in Q2 2026.
  • Trustmark made up ﹤0.01% of High Note Wealth's portfolio in Q2 2026, its #534 holding.
  • High Note Wealth first reported a position in Trustmark in Q4 2024 and has held it in 7 quarters since.
  • 289 funds tracked by Wall St. Rank held Trustmark as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.