IP
TRMK icon

Ignite Planners’s Trustmark TRMK Stock Holding History

Ignite Planners’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 		$6.01M Buy
142,566
+208
+0.1% +$8.77K 0.93% 23
2025
Q4 		$6.05M Buy
142,358
+44
+0% +$1.71K 0.93% 24
2025
Q3 		$5.64M Sell
142,314
-245
-0.2% -$9.55K 0.92% 23
2025
Q2 		$5.5M Sell
142,559
-200
-0.1% -$6.84K 0.96% 20
2025
Q1 		$4.87M Buy
142,759
+2,600
+2% +$92.8K 0.95% 20
2024
Q4 		$4.92M Hold
140,159
– – 1.08% 21
2024
Q3 		$4.46M Hold
140,159
– – 1.02% 22
2024
Q2 		$4.12M Hold
140,159
– – 1% 23
2024
Q1 		$3.86M Sell
140,159
-2,378
-2% -$64.1K 1.08% 22
2023
Q4 		$3.96M Buy
142,537
+128,623
+924% +$2.98M 1.18% 16
2023
Q3 		$304K Sell
13,914
-1,000
-7% -$23.2K 0.09% 236
2023
Q2 		$321K Sell
14,914
-3,000
-17% -$67.7K 0.12% 183
2023
Q1 		$435K Sell
17,914
-19
-0.1% -$561 0.18% 145
2022
Q4 		$513K Buy
17,933
+100
+0.6% +$3.49K 0.21% 122
2022
Q3 		$555K Buy
17,833
+119
+0.7% +$3.77K 0.44% 65
2022
Q2 		$535K Sell
17,714
-7,666
-30% -$222K 0.44% 65
2022
Q1 		$745K Buy
25,380
+1,221
+5% +$39.5K 0.5% 54
2021
Q4 		$843K Buy
+24,159
New +$790K 0.55% 53

Other funds holding TRMK

BlackRock
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
VPM
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
NRCM
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