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ORG Partners’s Trustmark TRMK Stock Holding History

ORG Partners’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
Q1 		– Sell
-401
Closed -$14.2K – 1592
2024
Q4 		$14.2K Buy
401
+1
+0.3% +$36 ﹤0.01% 821
2024
Q3 		$12.7K Hold
400
– – ﹤0.01% 747
2024
Q2 		$11.9K Buy
+400
New +$11.5K ﹤0.01% 1208
2024
Q1 		– Sell
-400
Closed -$11.2K – 1053
2023
Q4 		$11.2K Hold
400
– – ﹤0.01% 751
2023
Q3 		$8.69K Hold
400
– – ﹤0.01% 851
2023
Q2 		$8.61K Buy
+400
New +$9.02K ﹤0.01% 997

Other funds holding TRMK

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

ORG Partners's TRMK Position: Q1 2025 in Review

ORG Partners sold out of Trustmark (TRMK) in Q1 2025, closing a stake of 401 shares — an estimated $14.2K sold.

ORG Partners first reported a position in TRMK in Q2 2023 and held it in 6 quarters. The position peaked at $14.2K in Q4 2024. 256 funds tracked by Wall St. Rank hold TRMK as of Q1 2025.

  • ORG Partners reported no remaining Trustmark position as of Q1 2025 after selling out during the quarter.
  • ORG Partners sold 401 Trustmark shares in Q1 2025, an estimated $14.2K.
  • ORG Partners first reported a position in Trustmark in Q2 2023 and held it in 6 quarters.
  • ORG Partners's Trustmark position peaked at $14.2K in Q4 2024.
  • 256 funds tracked by Wall St. Rank held Trustmark as of Q1 2025.

Based on ORG Partners's 13F filing for Q1 2025, filed 21 Apr 2025.