MassMutual Private Wealth & Trust’s Trustmark TRMK Stock Holding History

MassMutual Private Wealth & Trust’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	$3.08K	Hold	67	–	–	﹤0.01%	1865
2026 Q1	$2.82K	Hold	67	–	–	﹤0.01%	1879
2025 Q4	$2.61K	Hold	67	–	–	﹤0.01%	1923
2025 Q3	$2.65K	Hold	67	–	–	﹤0.01%	1906
2025 Q2	$2.44K	Hold	67	–	–	﹤0.01%	1897
2025 Q1	$2.31K	Hold	67	–	–	﹤0.01%	1874
2024 Q4	$2.37K	Hold	67	–	–	﹤0.01%	1784
2024 Q3	$2.13K	Hold	67	–	–	﹤0.01%	1645
2024 Q2	$2.01K	Hold	67	–	–	﹤0.01%	1634
2024 Q1	$1.88K	Hold	67	–	–	﹤0.01%	1561
2023 Q4	$1.87K	Buy	67 +23	+52%	+$533	﹤0.01%	1519
2023 Q3	$956	Sell	44 -21	-32%	-$488	﹤0.01%	1705
2023 Q2	$1.37K	Sell	65 -71	-52%	-$1.6K	﹤0.01%	1576
2023 Q1	$3.36K	Buy	136 +33	+32%	+$975	﹤0.01%	1261
2022 Q4	$4K	Buy	103 +55	+115%	+$1.92K	﹤0.01%	1101
2022 Q3	$1K	Buy	+48	New	+$1.52K	﹤0.01%	1542

Other funds holding TRMK

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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 Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

MassMutual Private Wealth & Trust's TRMK Position: Q2 2026 in Review

MassMutual Private Wealth & Trust held its Trustmark (TRMK) position steady in Q2 2026 at 67 shares worth $3.08K. The position accounts for ﹤0.01% of the portfolio, ranked #1865.

MassMutual Private Wealth & Trust first reported a position in TRMK in Q3 2022 and has held it in 16 quarters since. The position peaked at $4K in Q4 2022. 289 funds tracked by Wall St. Rank hold TRMK as of Q2 2026.

MassMutual Private Wealth & Trust held 67 shares of Trustmark worth $3.08K as of Q2 2026.
MassMutual Private Wealth & Trust left its Trustmark share count unchanged in Q2 2026.
Trustmark made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1865 holding.
MassMutual Private Wealth & Trust first reported a position in Trustmark in Q3 2022 and has held it in 16 quarters since.
MassMutual Private Wealth & Trust's Trustmark position peaked at $4K in Q4 2022.
289 funds tracked by Wall St. Rank held Trustmark as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.