NWM
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Navigoe Wealth Management’s Trustmark TRMK Stock Holding History

Navigoe Wealth 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 		$0 Buy
+4
New +$178 ﹤0.01% 1119

Other funds holding TRMK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
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
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Navigoe Wealth Management's TRMK Position: Q2 2026 in Review

Navigoe Wealth Management opened a new position in Trustmark (TRMK) in Q2 2026: 4 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1119 among its holdings.

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

  • Navigoe Wealth Management held 4 shares of Trustmark worth $0 as of Q2 2026.
  • Trustmark was a new Navigoe Wealth Management position in Q2 2026.
  • Trustmark made up ﹤0.01% of Navigoe Wealth Management's portfolio in Q2 2026, its #1119 holding.
  • 289 funds tracked by Wall St. Rank held Trustmark as of Q2 2026.

Based on Navigoe Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.