KFAS
TRMK icon

Keating Financial Advisory Services’s Trustmark TRMK Stock Holding History

Keating Financial Advisory Services’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 		$4.83K Buy
105
+1
+1% +$45 ﹤0.01% 1574
2026
Q1 		$4.38K Buy
104
+76
+271% +$3.21K ﹤0.01% 1516
2025
Q4 		$1.09K Buy
+28
New +$1.09K ﹤0.01% 1777

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

Keating Financial Advisory Services's TRMK Position: Q2 2026 in Review

Keating Financial Advisory Services increased its Trustmark (TRMK) stake by 0.96% in Q2 2026, buying an estimated $45 and bringing the position to 105 shares worth $4.83K. The position accounts for ﹤0.01% of the portfolio, ranked #1574.

Keating Financial Advisory Services first reported a position in TRMK in Q4 2025 and has held it in 3 quarters since. 289 funds tracked by Wall St. Rank hold TRMK as of Q2 2026.

  • Keating Financial Advisory Services held 105 shares of Trustmark worth $4.83K as of Q2 2026.
  • Keating Financial Advisory Services bought 1 Trustmark share in Q2 2026, an estimated $45.
  • Trustmark made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #1574 holding.
  • Keating Financial Advisory Services first reported a position in Trustmark in Q4 2025 and has held it in 3 quarters since.
  • 289 funds tracked by Wall St. Rank held Trustmark as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.