North Capital’s Trustmark TRMK Stock Holding History

North Capital’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 Q4	–	Sell	-66	Closed	-$2.61K	–	641
2025 Q3	$2.61K	Hold	66	–	–	﹤0.01%	501
2025 Q2	$2.41K	Hold	66	–	–	﹤0.01%	496
2025 Q1	$2.28K	Buy	+66	New	+$2.35K	﹤0.01%	491

Other funds holding TRMK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

North Capital's TRMK Position: Q4 2025 in Review

North Capital sold out of Trustmark (TRMK) in Q4 2025, closing a stake of 66 shares — an estimated $2.61K sold.

North Capital first reported a position in TRMK in Q1 2025 and held it in 3 quarters. The position peaked at $2.61K in Q3 2025. 261 funds tracked by Wall St. Rank hold TRMK as of Q4 2025.

North Capital reported no remaining Trustmark position as of Q4 2025 after selling out during the quarter.
North Capital sold 66 Trustmark shares in Q4 2025, an estimated $2.61K.
North Capital first reported a position in Trustmark in Q1 2025 and held it in 3 quarters.
North Capital's Trustmark position peaked at $2.61K in Q3 2025.
261 funds tracked by Wall St. Rank held Trustmark as of Q4 2025.

Based on North Capital's 13F filing for Q4 2025, filed 18 Feb 2026.