Logan Capital Management’s Trustmark TRMK Stock Holding History

Logan Capital Management’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	$326K	Buy	+7,736	New	+$326K	0.01%	259

Other funds holding TRMK

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

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Logan Capital Management's TRMK Position: Q1 2026 in Review

Logan Capital Management sold out of Trustmark (TRMK) in Q1 2026, closing a stake of 7,689 shares — an estimated $324K sold.

Logan Capital Management first reported a position in TRMK in Q4 2022 and held it in 13 quarters. The position peaked at $303K in Q3 2025. 271 funds tracked by Wall St. Rank hold TRMK as of Q1 2026.

Logan Capital Management reported no remaining Trustmark position as of Q1 2026 after selling out during the quarter.
Logan Capital Management sold 7,689 Trustmark shares in Q1 2026, an estimated $324K.
Logan Capital Management first reported a position in Trustmark in Q4 2022 and held it in 13 quarters.
Logan Capital Management's Trustmark position peaked at $303K in Q3 2025.
271 funds tracked by Wall St. Rank held Trustmark as of Q1 2026.

Based on Logan Capital Management's 13F filing for Q1 2026, filed 8 May 2026.