IWC
TRMK icon

Integrated Wealth Concepts’s Trustmark TRMK Stock Holding History

Integrated Wealth Concepts’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 		$15.1K Buy
+328
New +$14.6K ﹤0.01% 4295

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

Integrated Wealth Concepts's TRMK Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Trustmark (TRMK) in Q2 2026: 328 shares worth $15.1K. The stake represents ﹤0.01% of the portfolio and ranks #4295 among its holdings.

288 funds tracked by Wall St. Rank hold TRMK as of Q2 2026.

  • Integrated Wealth Concepts held 328 shares of Trustmark worth $15.1K as of Q2 2026.
  • Trustmark was a new Integrated Wealth Concepts position in Q2 2026.
  • Trustmark made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4295 holding.
  • 288 funds tracked by Wall St. Rank held Trustmark as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.