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Park Square Financial Group’s Trustmark TRMK Stock Holding History

Park Square Financial Group’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
Q3 		– Sell
-60
Closed -$2.19K – 887
2025
Q2 		$2.19K Buy
+60
New +$2.05K ﹤0.01% 878
2025
Q1 		– Sell
-82
Closed -$2.9K – 1045
2024
Q4 		$2.9K Buy
+82
New +$2.96K ﹤0.01% 787

Other funds holding TRMK

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Park Square Financial Group's TRMK Position: Q3 2025 in Review

Park Square Financial Group sold out of Trustmark (TRMK) in Q3 2025, closing a stake of 60 shares — an estimated $2.19K sold.

Park Square Financial Group first reported a position in TRMK in Q4 2024 and held it in 2 quarters. The position peaked at $2.9K in Q4 2024. 269 funds tracked by Wall St. Rank hold TRMK as of Q3 2025.

  • Park Square Financial Group reported no remaining Trustmark position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 60 Trustmark shares in Q3 2025, an estimated $2.19K.
  • Park Square Financial Group first reported a position in Trustmark in Q4 2024 and held it in 2 quarters.
  • Park Square Financial Group's Trustmark position peaked at $2.9K in Q4 2024.
  • 269 funds tracked by Wall St. Rank held Trustmark as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.