IFP Advisors’s Trustmark TRMK Stock Holding History

IFP 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 Q1	$62.3K	Sell	1,479 -2	-0.1%	-$84	﹤0.01%	2129
2025 Q4	$57.7K	Sell	1,481 -2	-0.1%	-$78	﹤0.01%	2110
2025 Q3	$58.7K	Buy	1,483 +375	+34%	+$14.6K	﹤0.01%	1996
2025 Q2	$66.4K	Sell	1,108 -347	-24%	-$11.9K	﹤0.01%	1890
2025 Q1	$50.6K	Buy	+1,455	New	+$51.9K	﹤0.01%	1881
2024 Q4	–	Hold	0	–	–	–	3709
2022 Q4	–	Sell	-10	Closed	-$11K	–	4845
2022 Q3	$11K	Hold	10	–	–	﹤0.01%	3602
2022 Q2	$11K	Hold	10	–	–	﹤0.01%	3356
2022 Q1	$11K	Buy	+10	New	+$324	﹤0.01%	3355
2019 Q1	–	Sell	-100	Closed	-$3K	–	3379
2018 Q4	$3K	Buy	100 +84	+525%	+$2.6K	﹤0.01%	3072
2018 Q3	$1K	Buy	+16	New	+$557	﹤0.01%	3727
2017 Q4	–	Sell	-8,388	Closed	-$278K	–	4096
2017 Q3	$278K	Sell	8,388 -499	-6%	-$15.5K	0.01%	955
2017 Q2	$286K	Buy	8,887 +253	+3%	+$8.11K	0.01%	931
2017 Q1	$274K	Buy	8,634 +6	+0.1%	+$199	0.01%	951
2016 Q4	$308K	Buy	+8,628	New	+$271K	0.01%	837

Other funds holding TRMK

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 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