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InceptionR’s Trustmark TRMK Stock Holding History

InceptionR’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 		$225K Buy
+4,892
New +$218K 0.06% 548
2025
Q4 		– Sell
-13,327
Closed -$528K – 877
2025
Q3 		$528K Buy
+13,327
New +$519K 0.13% 292

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

InceptionR's TRMK Position: Q2 2026 in Review

InceptionR opened a new position in Trustmark (TRMK) in Q2 2026: 4,892 shares worth $225K. The stake represents 0.06% of the portfolio and ranks #548 among its holdings. This is a return to the name: InceptionR previously reported a position in TRMK as recently as Q3 2025.

InceptionR first reported a position in TRMK in Q3 2025 and has held it in 2 quarters since. The position peaked at $528K in Q3 2025. 289 funds tracked by Wall St. Rank hold TRMK as of Q2 2026.

  • InceptionR held 4,892 shares of Trustmark worth $225K as of Q2 2026.
  • Trustmark was a new InceptionR position in Q2 2026.
  • Trustmark made up 0.06% of InceptionR's portfolio in Q2 2026, its #548 holding.
  • InceptionR first reported a position in Trustmark in Q3 2025 and has held it in 2 quarters since.
  • InceptionR's Trustmark position peaked at $528K in Q3 2025.
  • 289 funds tracked by Wall St. Rank held Trustmark as of Q2 2026.

Based on InceptionR's 13F filing for Q2 2026, filed 11 Aug 2026.