Jacobs Levy Equity Management
TRMK icon

Jacobs Levy Equity Management’s Trustmark TRMK Stock Holding History

Jacobs Levy Equity Management’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 		– Sell
-5,022
Closed -$212K – 1087
2026
Q1 		$212K Buy
+5,022
New +$212K ﹤0.01% 911
2025
Q4 		– Sell
-5,804
Closed -$230K – 1061
2025
Q3 		$230K Sell
5,804
-17,438
-75% -$680K ﹤0.01% 903
2025
Q2 		$847K Sell
23,242
-869
-4% -$29.7K ﹤0.01% 786
2025
Q1 		$832K Sell
24,111
-63,756
-73% -$2.28M ﹤0.01% 845
2024
Q4 		$3.11M Buy
87,867
+5,341
+6% +$193K 0.01% 515
2024
Q3 		$2.63M Sell
82,526
-153
-0.2% -$4.92K 0.01% 550
2024
Q2 		$2.48M Buy
82,679
+32,857
+66% +$943K 0.01% 568
2024
Q1 		$1.4M Sell
49,822
-4,319
-8% -$116K 0.01% 654
2023
Q4 		$1.51M Sell
54,141
-33,304
-38% -$772K 0.01% 653
2023
Q3 		$1.9M Buy
87,445
+9,590
+12% +$223K 0.01% 565
2023
Q2 		$1.64M Sell
77,855
-36,162
-32% -$816K 0.01% 606
2023
Q1 		$2.82M Buy
+114,017
New +$3.37M 0.02% 513

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

Jacobs Levy Equity Management's TRMK Position: Q2 2026 in Review

Jacobs Levy Equity Management sold out of Trustmark (TRMK) in Q2 2026, closing a stake of 5,022 shares — an estimated $212K sold.

Jacobs Levy Equity Management first reported a position in TRMK in Q1 2023 and held it in 12 quarters. The position peaked at $3.11M in Q4 2024. 289 funds tracked by Wall St. Rank hold TRMK as of Q2 2026.

  • Jacobs Levy Equity Management reported no remaining Trustmark position as of Q2 2026 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 5,022 Trustmark shares in Q2 2026, an estimated $212K.
  • Jacobs Levy Equity Management first reported a position in Trustmark in Q1 2023 and held it in 12 quarters.
  • Jacobs Levy Equity Management's Trustmark position peaked at $3.11M in Q4 2024.
  • 289 funds tracked by Wall St. Rank held Trustmark as of Q2 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q2 2026, filed 14 Aug 2026.