IEQ Capital’s Trustmark TRMK Stock Holding History

IEQ Capital’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 Q1	–	Sell	-5,952	Closed	-$232K	–	2082
2025 Q4	$232K	Sell	5,952 -10,447	-64%	-$407K	﹤0.01%	1644
2025 Q3	$649K	Buy	+16,399	New	+$639K	﹤0.01%	1182

Other funds holding TRMK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

NRCM

North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

IEQ Capital's TRMK Position: Q1 2026 in Review

IEQ Capital sold out of Trustmark (TRMK) in Q1 2026, closing a stake of 5,952 shares — an estimated $232K sold.

IEQ Capital first reported a position in TRMK in Q3 2025 and held it in 2 quarters. The position peaked at $649K in Q3 2025. 273 funds tracked by Wall St. Rank hold TRMK as of Q1 2026.

IEQ Capital reported no remaining Trustmark position as of Q1 2026 after selling out during the quarter.
IEQ Capital sold 5,952 Trustmark shares in Q1 2026, an estimated $232K.
IEQ Capital first reported a position in Trustmark in Q3 2025 and held it in 2 quarters.
IEQ Capital's Trustmark position peaked at $649K in Q3 2025.
273 funds tracked by Wall St. Rank held Trustmark as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.