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TRMK icon

NewEdge Advisors’s Trustmark TRMK Stock Holding History

NewEdge Advisors’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
Q1 		$178K Buy
4,216
+122
+3% +$5.15K ﹤0.01% 2626
2025
Q4 		$159K Sell
4,094
-230
-5% -$8.95K ﹤0.01% 2644
2025
Q3 		$171K Sell
4,324
-705
-14% -$27.5K ﹤0.01% 2449
2025
Q2 		$183K Hold
5,029
– – ﹤0.01% 2247
2025
Q1 		$173K Hold
5,029
– – ﹤0.01% 2146
2024
Q4 		$178K Hold
5,029
– – ﹤0.01% 2117
2024
Q3 		$160K Buy
5,029
+3,035
+152% +$97.6K ﹤0.01% 2053
2024
Q2 		$59.9K Hold
1,994
– – ﹤0.01% 2290
2024
Q1 		$56.1K Hold
1,994
– – ﹤0.01% 2272
2023
Q4 		$55.6K Hold
1,994
– – ﹤0.01% 2194
2023
Q3 		$43.3K Hold
1,994
– – ﹤0.01% 2138
2023
Q2 		$42.1K Hold
1,994
– – ﹤0.01% 2142
2023
Q1 		$49.3K Hold
1,994
– – ﹤0.01% 2010
2022
Q4 		$70 Buy
+1,994
New +$69.7K ﹤0.01% 3421
2017
Q3 		– Sell
-406
Closed -$13.2K – 1057
2017
Q2 		$13.2K Buy
+406
New +$13K ﹤0.01% 857

Other funds holding TRMK

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
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Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return