R Squared’s Trustmark TRMK Stock Holding History

R Squared’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 Q4	–	Sell	-6,346	Closed	-$251K	–	716
2025 Q3	$251K	Buy	+6,346	New	+$247K	0.11%	308

Other funds holding TRMK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

R Squared's TRMK Position: Q4 2025 in Review

R Squared sold out of Trustmark (TRMK) in Q4 2025, closing a stake of 6,346 shares — an estimated $251K sold.

R Squared first reported a position in TRMK in Q3 2025 and held it in 1 quarter. The position peaked at $251K in Q3 2025. 261 funds tracked by Wall St. Rank hold TRMK as of Q4 2025.

R Squared reported no remaining Trustmark position as of Q4 2025 after selling out during the quarter.
R Squared sold 6,346 Trustmark shares in Q4 2025, an estimated $251K.
R Squared first reported a position in Trustmark in Q3 2025 and held it in 1 quarter.
R Squared's Trustmark position peaked at $251K in Q3 2025.
261 funds tracked by Wall St. Rank held Trustmark as of Q4 2025.

Based on R Squared's 13F filing for Q4 2025, filed 30 Jan 2026.