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LRI Investments’s Trustmark TRMK Stock Holding History

LRI Investments’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 		$184 Buy
+4
New +$178 ﹤0.01% 1748

Other funds holding TRMK

HDIM
Hanson & Doremus Investment Management Burlington, Vermont $983M AUM 34.23% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
BWP
Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
BTD
BankPlus Trust Department Jackson, Mississippi $428M AUM 26.85% 1-Year Est. Return

LRI Investments's TRMK Position: Q2 2026 in Review

LRI Investments opened a new position in Trustmark (TRMK) in Q2 2026: 4 shares worth $184. The stake represents ﹤0.01% of the portfolio and ranks #1748 among its holdings.

74 funds tracked by Wall St. Rank hold TRMK as of Q2 2026.

  • LRI Investments held 4 shares of Trustmark worth $184 as of Q2 2026.
  • Trustmark was a new LRI Investments position in Q2 2026.
  • Trustmark made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1748 holding.
  • 74 funds tracked by Wall St. Rank held Trustmark as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.