LSV Asset Management’s Trustmark TRMK Stock Holding History

LSV Asset 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	$97K	Hold	2,100	–	–	﹤0.01%	858
2026 Q1	$88K	Hold	2,100	–	–	﹤0.01%	846
2025 Q4	$82K	Hold	2,100	–	–	﹤0.01%	843
2025 Q3	$83K	Buy	+2,100	New	+$81.9K	﹤0.01%	861
2016 Q4	–	Sell	-78,500	Closed	-$2.16M	–	1050
2016 Q3	$2.16M	Buy	78,500 +22,600	+40%	+$606K	﹤0.01%	663
2016 Q2	$1.39M	Buy	55,900 +45,900	+459%	+$1.1M	﹤0.01%	722
2016 Q1	$230K	Hold	10,000	–	–	﹤0.01%	897
2015 Q4	$230K	Hold	10,000	–	–	﹤0.01%	889
2015 Q3	$231K	Hold	10,000	–	–	﹤0.01%	861
2015 Q2	$249K	Hold	10,000	–	–	﹤0.01%	844
2015 Q1	$242K	Hold	10,000	–	–	﹤0.01%	797
2014 Q4	$245K	Hold	10,000	–	–	﹤0.01%	806
2014 Q3	$230K	Hold	10,000	–	–	﹤0.01%	809
2014 Q2	$246K	Hold	10,000	–	–	﹤0.01%	788
2014 Q1	$253K	Hold	10,000	–	–	﹤0.01%	771
2013 Q4	$268K	Hold	10,000	–	–	﹤0.01%	776
2013 Q3	$256K	Buy	+10,000	New	+$262K	﹤0.01%	792

Other funds holding TRMK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

LSV Asset Management's TRMK Position: Q2 2026 in Review

LSV Asset Management held its Trustmark (TRMK) position steady in Q2 2026 at 2,100 shares worth $97K. The position accounts for ﹤0.01% of the portfolio, ranked #858.

LSV Asset Management first reported a position in TRMK in Q3 2013 and has held it in 17 quarters since. The position peaked at $2.16M in Q3 2016. 129 funds tracked by Wall St. Rank hold TRMK as of Q2 2026.

LSV Asset Management held 2,100 shares of Trustmark worth $97K as of Q2 2026.
LSV Asset Management left its Trustmark share count unchanged in Q2 2026.
Trustmark made up ﹤0.01% of LSV Asset Management's portfolio in Q2 2026, its #858 holding.
LSV Asset Management first reported a position in Trustmark in Q3 2013 and has held it in 17 quarters since.
LSV Asset Management's Trustmark position peaked at $2.16M in Q3 2016.
129 funds tracked by Wall St. Rank held Trustmark as of Q2 2026.

Based on LSV Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.