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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
Q2 		$3.68K Hold
80
– – ﹤0.01% 2895
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 $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

Larson Financial Group's TRMK Position: Q2 2026 in Review

Larson Financial Group held its Trustmark (TRMK) position steady in Q2 2026 at 80 shares worth $3.68K. The position accounts for ﹤0.01% of the portfolio, ranked #2895.

Larson Financial Group first reported a position in TRMK in Q2 2024 and has held it in 9 quarters since. 289 funds tracked by Wall St. Rank hold TRMK as of Q2 2026.

  • Larson Financial Group held 80 shares of Trustmark worth $3.68K as of Q2 2026.
  • Larson Financial Group left its Trustmark share count unchanged in Q2 2026.
  • Trustmark made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2895 holding.
  • Larson Financial Group first reported a position in Trustmark in Q2 2024 and has held it in 9 quarters since.
  • 289 funds tracked by Wall St. Rank held Trustmark as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.