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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
Q2 		$67.4K Sell
1,465
-14
-0.9% -$624 ﹤0.01% 2218
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 – 4842
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 – 3368
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 – 4093
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
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

IFP Advisors's TRMK Position: Q2 2026 in Review

IFP Advisors reduced its Trustmark (TRMK) stake by 0.95% in Q2 2026, selling an estimated $624 and leaving 1,465 shares worth $67.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2218.

IFP Advisors first reported a position in TRMK in Q4 2016 and has held it in 15 quarters since. The position peaked at $308K in Q4 2016. 289 funds tracked by Wall St. Rank hold TRMK as of Q2 2026.

  • IFP Advisors held 1,465 shares of Trustmark worth $67.4K as of Q2 2026.
  • IFP Advisors sold 14 Trustmark shares in Q2 2026, an estimated $624.
  • Trustmark made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2218 holding.
  • IFP Advisors first reported a position in Trustmark in Q4 2016 and has held it in 15 quarters since.
  • IFP Advisors's Trustmark position peaked at $308K in Q4 2016.
  • 289 funds tracked by Wall St. Rank held Trustmark as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.