Raymond James Financial
TRMK icon

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
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

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
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Wellington Management Group
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return