HIM
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Hillsdale Investment Management’s Trustmark TRMK Stock Holding History

Hillsdale Investment 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
2025
Q4 		– Sell
-180
Closed -$7.13K – 756
2025
Q3 		$7.13K Hold
180
– – ﹤0.01% 598
2025
Q2 		$6.56K Hold
180
– – ﹤0.01% 566
2025
Q1 		$6.21K Buy
+180
New +$6.42K ﹤0.01% 547
2023
Q1 		– Sell
-20,600
Closed -$719K – 646
2022
Q4 		$719K Buy
+20,600
New +$720K 0.06% 232

Other funds holding TRMK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Hillsdale Investment Management's TRMK Position: Q4 2025 in Review

Hillsdale Investment Management sold out of Trustmark (TRMK) in Q4 2025, closing a stake of 180 shares — an estimated $7.13K sold.

Hillsdale Investment Management first reported a position in TRMK in Q4 2022 and held it in 4 quarters. The position peaked at $719K in Q4 2022. 260 funds tracked by Wall St. Rank hold TRMK as of Q4 2025.

  • Hillsdale Investment Management reported no remaining Trustmark position as of Q4 2025 after selling out during the quarter.
  • Hillsdale Investment Management sold 180 Trustmark shares in Q4 2025, an estimated $7.13K.
  • Hillsdale Investment Management first reported a position in Trustmark in Q4 2022 and held it in 4 quarters.
  • Hillsdale Investment Management's Trustmark position peaked at $719K in Q4 2022.
  • 260 funds tracked by Wall St. Rank held Trustmark as of Q4 2025.

Based on Hillsdale Investment Management's 13F filing for Q4 2025, filed 10 Feb 2026.