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 Q2	$194K	Buy	4,217 +1	+0%	+$45	﹤0.01%	2785
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

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

NewEdge Advisors's TRMK Position: Q2 2026 in Review

NewEdge Advisors increased its Trustmark (TRMK) stake by 0.02% in Q2 2026, buying an estimated $45 and bringing the position to 4,217 shares worth $194K. The position accounts for ﹤0.01% of the portfolio, ranked #2785.

NewEdge Advisors first reported a position in TRMK in Q2 2017 and has held it in 16 quarters since. 289 funds tracked by Wall St. Rank hold TRMK as of Q2 2026.

NewEdge Advisors held 4,217 shares of Trustmark worth $194K as of Q2 2026.
NewEdge Advisors bought 1 Trustmark share in Q2 2026, an estimated $45.
Trustmark made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2785 holding.
NewEdge Advisors first reported a position in Trustmark in Q2 2017 and has held it in 16 quarters since.
289 funds tracked by Wall St. Rank held Trustmark as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.