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Legacy Wealth Management (Mississippi)’s Trustmark TRMK Stock Holding History

Legacy Wealth Management (Mississippi)’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 		$474K Hold
10,300
– – 0.12% 77
2026
Q1 		$434K Sell
10,300
-400
-4% -$16.9K 0.12% 74
2025
Q4 		$417K Hold
10,700
– – 0.11% 70
2025
Q3 		$424K Hold
10,700
– – 0.13% 67
2025
Q2 		$390K Sell
10,700
-211
-2% -$7.22K 0.12% 68
2025
Q1 		$376K Buy
10,911
+211
+2% +$7.53K 0.12% 71
2024
Q4 		$378K Hold
10,700
– – 0.15% 77
2024
Q3 		$340K Buy
10,700
+1,000
+10% +$32.2K 0.13% 83
2024
Q2 		$291K Hold
9,700
– – 0.12% 65
2024
Q1 		$273K Hold
9,700
– – 0.12% 65
2023
Q4 		$270K Hold
9,700
– – 0.13% 68
2023
Q3 		$211K Hold
9,700
– – 0.11% 73
2023
Q2 		$205K Hold
9,700
– – 0.1% 70
2023
Q1 		$240K Hold
9,700
– – 0.13% 70
2022
Q4 		$339K Hold
9,700
– – 0.2% 67
2022
Q3 		$297K Hold
9,700
– – 0.2% 72
2022
Q2 		$283K Hold
9,700
– – 0.17% 76
2022
Q1 		$295K Hold
9,700
– – 0.15% 87
2021
Q4 		$315K Hold
9,700
– – 0.16% 90
2021
Q3 		$313K Sell
9,700
-1,300
-12% -$39.9K 0.17% 93
2021
Q2 		$339K Sell
11,000
-1,400
-11% -$46.2K 0.19% 88
2021
Q1 		$417K Hold
12,400
– – 0.25% 74
2020
Q4 		$339K Hold
12,400
– – 0.21% 81
2020
Q3 		$265K Hold
12,400
– – 0.18% 92
2020
Q2 		$304K Hold
12,400
– – 0.23% 80
2020
Q1 		$289K Hold
12,400
– – 0.27% 77
2019
Q4 		$428K Buy
+12,400
New +$428K 0.37% 70

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

Legacy Wealth Management (Mississippi)'s TRMK Position: Q2 2026 in Review

Legacy Wealth Management (Mississippi) held its Trustmark (TRMK) position steady in Q2 2026 at 10,300 shares worth $474K. The position accounts for 0.12% of the portfolio, ranked #77.

Legacy Wealth Management (Mississippi) first reported a position in TRMK in Q4 2019 and has held it in 27 quarters since. 289 funds tracked by Wall St. Rank hold TRMK as of Q2 2026.

  • Legacy Wealth Management (Mississippi) held 10,300 shares of Trustmark worth $474K as of Q2 2026.
  • Legacy Wealth Management (Mississippi) left its Trustmark share count unchanged in Q2 2026.
  • Trustmark made up 0.12% of Legacy Wealth Management (Mississippi)'s portfolio in Q2 2026, its #77 holding.
  • Legacy Wealth Management (Mississippi) first reported a position in Trustmark in Q4 2019 and has held it in 27 quarters since.
  • 289 funds tracked by Wall St. Rank held Trustmark as of Q2 2026.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q2 2026, filed 8 Jul 2026.