Lido Advisors’s Trustmark TRMK Stock Holding History

Lido Advisors’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
2025 Q2	–	Sell	-9,857	Closed	-$340K	–	1757
2025 Q1	$340K	Sell	9,857 -201	-2%	-$7.17K	﹤0.01%	1159
2024 Q4	$356K	Buy	10,058 +2,572	+34%	+$92.8K	﹤0.01%	1134
2024 Q3	$238K	Buy	+7,486	New	+$241K	﹤0.01%	1254

Other funds holding TRMK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lido Advisors's TRMK Position: Q2 2025 in Review

Lido Advisors sold out of Trustmark (TRMK) in Q2 2025, closing a stake of 9,857 shares — an estimated $340K sold.

Lido Advisors first reported a position in TRMK in Q3 2024 and held it in 3 quarters. The position peaked at $356K in Q4 2024. 266 funds tracked by Wall St. Rank hold TRMK as of Q2 2025.

Lido Advisors reported no remaining Trustmark position as of Q2 2025 after selling out during the quarter.
Lido Advisors sold 9,857 Trustmark shares in Q2 2025, an estimated $340K.
Lido Advisors first reported a position in Trustmark in Q3 2024 and held it in 3 quarters.
Lido Advisors's Trustmark position peaked at $356K in Q4 2024.
266 funds tracked by Wall St. Rank held Trustmark as of Q2 2025.

Based on Lido Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.