Ken Fisher’s Trustmark TRMK Stock Holding History

Ken Fisher’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	$15.6M	Sell	370,509 -754	-0.2%	-$31.8K	0.01%	351
2025 Q4	$14.5M	Sell	371,263 -29,578	-7%	-$1.15M	﹤0.01%	366
2025 Q3	$15.9M	Sell	400,841 -12,624	-3%	-$492K	0.01%	357
2025 Q2	$15.1M	Buy	413,465 +49,540	+14%	+$1.7M	0.01%	356
2025 Q1	$12.6M	Buy	363,925 +388	+0.1%	+$13.8K	0.01%	380
2024 Q4	$12.9M	Sell	363,537 -34,895	-9%	-$1.26M	0.01%	405
2024 Q3	$12.7M	Sell	398,432 -14,131	-3%	-$455K	0.01%	391
2024 Q2	$12.4M	Buy	412,563 +5,990	+1%	+$172K	0.01%	398
2024 Q1	$11.4M	Sell	406,573 -7,586	-2%	-$205K	0.01%	405
2023 Q4	$11.5M	Sell	414,159 -14,874	-3%	-$345K	0.01%	390
2023 Q3	$9.32M	Buy	429,033 +91,170	+27%	+$2.12M	0.01%	442
2023 Q2	$7.14M	Buy	337,863 +20,219	+6%	+$456K	﹤0.01%	497
2023 Q1	$7.85M	Sell	317,644 -31,984	-9%	-$945K	﹤0.01%	484
2022 Q4	$12.2M	Buy	+349,628	New	+$12.2M	0.01%	413

Other funds holding TRMK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Ken Fisher's TRMK Position: Q1 2026 in Review

Ken Fisher reduced its Trustmark (TRMK) stake by 0.2% in Q1 2026, selling an estimated $31.8K and leaving 370,509 shares worth $15.6M. The position accounts for 0.01% of the portfolio, ranked #351.

Ken Fisher first reported a position in TRMK in Q4 2022 and has held it in 14 quarters since. The position peaked at $15.9M in Q3 2025. 272 funds tracked by Wall St. Rank hold TRMK as of Q1 2026.

Ken Fisher held 370,509 shares of Trustmark worth $15.6M as of Q1 2026.
Ken Fisher sold 754 Trustmark shares in Q1 2026, an estimated $31.8K.
Trustmark made up 0.01% of Ken Fisher's portfolio in Q1 2026, its #351 holding.
Ken Fisher first reported a position in Trustmark in Q4 2022 and has held it in 14 quarters since.
Ken Fisher's Trustmark position peaked at $15.9M in Q3 2025.
272 funds tracked by Wall St. Rank held Trustmark as of Q1 2026.

Based on Fisher Asset Management's 13F filing for Q1 2026, filed 5 May 2026.