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Horizon Investments’s Trustmark TRMK Stock Holding History

Horizon Investments’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 		– Sell
-24,727
Closed -$1.04M – 1498
2026
Q1 		$1.04M Sell
24,727
-5,684
-19% -$240K 0.01% 641
2025
Q4 		$1.18M Buy
+30,411
New +$1.18M 0.02% 592

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

Horizon Investments's TRMK Position: Q2 2026 in Review

Horizon Investments sold out of Trustmark (TRMK) in Q2 2026, closing a stake of 24,727 shares — an estimated $1.04M sold.

Horizon Investments first reported a position in TRMK in Q4 2025 and held it in 2 quarters. The position peaked at $1.18M in Q4 2025. 289 funds tracked by Wall St. Rank hold TRMK as of Q2 2026.

  • Horizon Investments reported no remaining Trustmark position as of Q2 2026 after selling out during the quarter.
  • Horizon Investments sold 24,727 Trustmark shares in Q2 2026, an estimated $1.04M.
  • Horizon Investments first reported a position in Trustmark in Q4 2025 and held it in 2 quarters.
  • Horizon Investments's Trustmark position peaked at $1.18M in Q4 2025.
  • 289 funds tracked by Wall St. Rank held Trustmark as of Q2 2026.

Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.