PWM
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Parkworth Wealth Management’s Trustmark TRMK Stock Holding History

Parkworth Wealth Management’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
Q2 		$109 Hold
3
– – ﹤0.01% 1111
2025
Q1 		$103 Hold
3
– – ﹤0.01% 930
2024
Q4 		$106 Buy
+3
New +$108 ﹤0.01% 964

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Parkworth Wealth Management's TRMK Position: Q2 2025 in Review

Parkworth Wealth Management held its Trustmark (TRMK) position steady in Q2 2025 at 3 shares worth $109. The position accounts for ﹤0.01% of the portfolio, ranked #1111.

Parkworth Wealth Management first reported a position in TRMK in Q4 2024 and has held it in 3 quarters since. 266 funds tracked by Wall St. Rank hold TRMK as of Q2 2025.

  • Parkworth Wealth Management held 3 shares of Trustmark worth $109 as of Q2 2025.
  • Parkworth Wealth Management left its Trustmark share count unchanged in Q2 2025.
  • Trustmark made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #1111 holding.
  • Parkworth Wealth Management first reported a position in Trustmark in Q4 2024 and has held it in 3 quarters since.
  • 266 funds tracked by Wall St. Rank held Trustmark as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.