KAS
TRMK icon

Kestra Advisory Services’s Trustmark TRMK Stock Holding History

Kestra 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
Q1 		– Sell
-1,400
Closed -$54.5K – 4313
2025
Q4 		$54.5K Buy
+1,400
New +$54.5K ﹤0.01% 3876
2024
Q3 		– Sell
-21,988
Closed -$661K – 2740
2024
Q2 		$661K Sell
21,988
-369
-2% -$10.6K ﹤0.01% 1598
2024
Q1 		$628K Buy
22,357
+1
+0% +$27 ﹤0.01% 1515
2023
Q4 		$623K Buy
22,356
+19
+0.1% +$440 0.01% 1397
2023
Q3 		$485K Buy
22,337
+23
+0.1% +$534 ﹤0.01% 1387
2023
Q2 		$471K Buy
+22,314
New +$503K ﹤0.01% 1349

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
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
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Kestra Advisory Services's TRMK Position: Q1 2026 in Review

Kestra Advisory Services sold out of Trustmark (TRMK) in Q1 2026, closing a stake of 1,400 shares — an estimated $54.5K sold.

Kestra Advisory Services first reported a position in TRMK in Q2 2023 and held it in 6 quarters. The position peaked at $661K in Q2 2024. 273 funds tracked by Wall St. Rank hold TRMK as of Q1 2026.

  • Kestra Advisory Services reported no remaining Trustmark position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 1,400 Trustmark shares in Q1 2026, an estimated $54.5K.
  • Kestra Advisory Services first reported a position in Trustmark in Q2 2023 and held it in 6 quarters.
  • Kestra Advisory Services's Trustmark position peaked at $661K in Q2 2024.
  • 273 funds tracked by Wall St. Rank held Trustmark as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.