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 Q3	$1.03K	Sell	23 -44	-66%	-$2.05K	﹤0.01%	2094
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

WCM

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

SFG

Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return

BWM

BankPlus Wealth Management Jackson, Mississippi $229M AUM 13.58% 1-Year Est. Return

AAM

Augustine Asset Management Jacksonville, Florida $464M AUM 16.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

GWM

Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

MassMutual Private Wealth & Trust's TRMK Position: Q3 2026 in Review

MassMutual Private Wealth & Trust reduced its Trustmark (TRMK) stake by 66% in Q3 2026, selling an estimated $2.05K and leaving 23 shares worth $1.03K. The position accounts for ﹤0.01% of the portfolio, ranked #2094.

MassMutual Private Wealth & Trust first reported a position in TRMK in Q3 2022 and has held it in 17 quarters since. The position peaked at $4K in Q4 2022. 11 funds tracked by Wall St. Rank hold TRMK as of Q3 2026.

MassMutual Private Wealth & Trust held 23 shares of Trustmark worth $1.03K as of Q3 2026.
MassMutual Private Wealth & Trust sold 44 Trustmark shares in Q3 2026, an estimated $2.05K.
Trustmark made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #2094 holding.
MassMutual Private Wealth & Trust first reported a position in Trustmark in Q3 2022 and has held it in 17 quarters since.
MassMutual Private Wealth & Trust's Trustmark position peaked at $4K in Q4 2022.
11 funds tracked by Wall St. Rank held Trustmark as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.