OWP
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ORG Wealth Partners’s Trustmark TRMK Stock Holding History

ORG Wealth 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
2026
Q1 		– Sell
-140
Closed -$5.49K – 680
2025
Q4 		$5.49K Hold
140
– – ﹤0.01% 512
2025
Q3 		$5.58K Hold
140
– – ﹤0.01% 516
2025
Q2 		$5.28K Sell
140
-261
-65% -$8.93K ﹤0.01% 548
2025
Q1 		$13.9K Buy
+401
New +$14.3K ﹤0.01% 501

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
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
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

ORG Wealth Partners's TRMK Position: Q1 2026 in Review

ORG Wealth Partners sold out of Trustmark (TRMK) in Q1 2026, closing a stake of 140 shares — an estimated $5.49K sold.

ORG Wealth Partners first reported a position in TRMK in Q1 2025 and held it in 4 quarters. The position peaked at $13.9K in Q1 2025. 273 funds tracked by Wall St. Rank hold TRMK as of Q1 2026.

  • ORG Wealth Partners reported no remaining Trustmark position as of Q1 2026 after selling out during the quarter.
  • ORG Wealth Partners sold 140 Trustmark shares in Q1 2026, an estimated $5.49K.
  • ORG Wealth Partners first reported a position in Trustmark in Q1 2025 and held it in 4 quarters.
  • ORG Wealth Partners's Trustmark position peaked at $13.9K in Q1 2025.
  • 273 funds tracked by Wall St. Rank held Trustmark as of Q1 2026.

Based on ORG Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.