LCM
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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
Q2 		– Sell
-7,736
Closed -$326K – 674
2026
Q1 		$326K Buy
+7,736
New +$326K 0.01% 259

Other funds holding TRMK

BlackRock
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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

Logan Capital Management's TRMK Position: Q2 2026 in Review

Logan Capital Management opened a new position in Trustmark (TRMK) in Q2 2026: 7,778 shares worth $358K. The stake represents 0.01% of the portfolio and ranks #261 among its holdings. This is a return to the name: Logan Capital Management previously reported a position in TRMK as recently as Q4 2025.

Logan Capital Management first reported a position in TRMK in Q4 2022 and has held it in 14 quarters since. 291 funds tracked by Wall St. Rank hold TRMK as of Q2 2026.

  • Logan Capital Management held 7,778 shares of Trustmark worth $358K as of Q2 2026.
  • Trustmark was a new Logan Capital Management position in Q2 2026.
  • Trustmark made up 0.01% of Logan Capital Management's portfolio in Q2 2026, its #261 holding.
  • Logan Capital Management first reported a position in Trustmark in Q4 2022 and has held it in 14 quarters since.
  • 291 funds tracked by Wall St. Rank held Trustmark as of Q2 2026.

Based on Logan Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.