LFG
TRMK icon

Larson Financial Group’s Trustmark TRMK Stock Holding History

Larson Financial Group’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 		$3.37K Sell
80
-6
-7% -$253 ﹤0.01% 2781
2025
Q4 		$3.35K Buy
86
+80
+1,333% +$3.11K ﹤0.01% 2625
2025
Q3 		$238 Sell
6
-6
-50% -$234 ﹤0.01% 3237
2025
Q2 		$438 Buy
12
+6
+100% +$205 ﹤0.01% 2895
2025
Q1 		$207 Hold
6
– – ﹤0.01% 2790
2024
Q4 		$212 Hold
6
– – ﹤0.01% 2428
2024
Q3 		$191 Hold
6
– – ﹤0.01% 2390
2024
Q2 		$180 Buy
+6
New +$172 ﹤0.01% 2105

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