Raymond James Financial’s Trustmark TRMK Stock Holding History

Raymond James Financial’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	$2.39M	Sell	52,040 -2,091	-4%	-$93.2K	﹤0.01%	3360
2026 Q1	$2.28M	Sell	54,131 -5,257	-9%	-$222K	﹤0.01%	3255
2025 Q4	$2.31M	Sell	59,388 -2,264	-4%	-$88.1K	﹤0.01%	3153
2025 Q3	$2.44M	Buy	61,652 +32,847	+114%	+$1.28M	﹤0.01%	3013
2025 Q2	$1.05M	Sell	28,805 -2,957	-9%	-$101K	﹤0.01%	3550
2025 Q1	$1.1M	Sell	31,762 -610	-2%	-$21.8K	﹤0.01%	3425
2024 Q4	$1.14M	Buy	+32,372	New	+$1.17M	﹤0.01%	3361

Other funds holding TRMK

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

Raymond James Financial's TRMK Position: Q2 2026 in Review

Raymond James Financial reduced its Trustmark (TRMK) stake by 3.9% in Q2 2026, selling an estimated $93.2K and leaving 52,040 shares worth $2.39M. The position accounts for ﹤0.01% of the portfolio, ranked #3360.

Raymond James Financial first reported a position in TRMK in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.44M in Q3 2025. 289 funds tracked by Wall St. Rank hold TRMK as of Q2 2026.

Raymond James Financial held 52,040 shares of Trustmark worth $2.39M as of Q2 2026.
Raymond James Financial sold 2,091 Trustmark shares in Q2 2026, an estimated $93.2K.
Trustmark made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #3360 holding.
Raymond James Financial first reported a position in Trustmark in Q4 2024 and has held it in 7 quarters since.
Raymond James Financial's Trustmark position peaked at $2.44M in Q3 2025.
289 funds tracked by Wall St. Rank held Trustmark as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.