MMPW
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Mitchell McLeod Pugh & Williams’s Trustmark TRMK Stock Holding History

Mitchell McLeod Pugh & Williams’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
2025
Q3 		– Sell
-5,715
Closed -$208K – 287
2025
Q2 		$208K Buy
+5,715
New +$196K 0.04% 263

Other funds holding TRMK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Mitchell McLeod Pugh & Williams's TRMK Position: Q3 2025 in Review

Mitchell McLeod Pugh & Williams sold out of Trustmark (TRMK) in Q3 2025, closing a stake of 5,715 shares — an estimated $208K sold.

Mitchell McLeod Pugh & Williams first reported a position in TRMK in Q2 2025 and held it in 1 quarter. The position peaked at $208K in Q2 2025. 269 funds tracked by Wall St. Rank hold TRMK as of Q3 2025.

  • Mitchell McLeod Pugh & Williams reported no remaining Trustmark position as of Q3 2025 after selling out during the quarter.
  • Mitchell McLeod Pugh & Williams sold 5,715 Trustmark shares in Q3 2025, an estimated $208K.
  • Mitchell McLeod Pugh & Williams first reported a position in Trustmark in Q2 2025 and held it in 1 quarter.
  • Mitchell McLeod Pugh & Williams's Trustmark position peaked at $208K in Q2 2025.
  • 269 funds tracked by Wall St. Rank held Trustmark as of Q3 2025.

Based on Mitchell McLeod Pugh & Williams's 13F filing for Q3 2025, filed 30 Oct 2025.