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 – 2742
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 $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EARNEST Partners
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return