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Principal Securities’s Trustmark TRMK Stock Holding History

Principal Securities’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
Q2 		$219K Buy
+4,751
New +$212K ﹤0.01% 1475
2025
Q4 		– Sell
-2,233
Closed -$88.4K – 3341
2025
Q3 		$88.4K Buy
2,233
+659
+42% +$25.7K ﹤0.01% 1646
2025
Q2 		$57.4K Buy
1,574
+467
+42% +$16K ﹤0.01% 1801
2025
Q1 		$39.2K Hold
1,107
– – ﹤0.01% 1862
2024
Q4 		$39.2K Buy
1,107
+20
+2% +$722 ﹤0.01% 1858
2024
Q3 		$34.6K Buy
1,087
+245
+29% +$7.88K ﹤0.01% 1853
2024
Q2 		$25.3K Buy
+842
New +$24.2K ﹤0.01% 1945

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

Principal Securities's TRMK Position: Q2 2026 in Review

Principal Securities opened a new position in Trustmark (TRMK) in Q2 2026: 4,751 shares worth $219K. The stake represents ﹤0.01% of the portfolio and ranks #1475 among its holdings. This is a return to the name: Principal Securities previously reported a position in TRMK as recently as Q3 2025.

Principal Securities first reported a position in TRMK in Q2 2024 and has held it in 7 quarters since. 289 funds tracked by Wall St. Rank hold TRMK as of Q2 2026.

  • Principal Securities held 4,751 shares of Trustmark worth $219K as of Q2 2026.
  • Trustmark was a new Principal Securities position in Q2 2026.
  • Trustmark made up ﹤0.01% of Principal Securities's portfolio in Q2 2026, its #1475 holding.
  • Principal Securities first reported a position in Trustmark in Q2 2024 and has held it in 7 quarters since.
  • 289 funds tracked by Wall St. Rank held Trustmark as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.