RWM
TRMK icon

Rialto Wealth Management’s Trustmark TRMK Stock Holding History

Rialto 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
2026
Q2 		$507 Buy
11
+3
+38% +$134 ﹤0.01% 1714
2026
Q1 		$338 Buy
8
+2
+33% +$84 ﹤0.01% 1517
2025
Q4 		$234 Hold
6
– – ﹤0.01% 1491
2025
Q3 		$238 Buy
6
+3
+100% +$117 ﹤0.01% 1460
2025
Q2 		$110 Buy
+3
New +$103 ﹤0.01% 1517

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

Rialto Wealth Management's TRMK Position: Q2 2026 in Review

Rialto Wealth Management increased its Trustmark (TRMK) stake by 38% in Q2 2026, buying an estimated $134 and bringing the position to 11 shares worth $507. The position accounts for ﹤0.01% of the portfolio, ranked #1714.

Rialto Wealth Management first reported a position in TRMK in Q2 2025 and has held it in 5 quarters since. 289 funds tracked by Wall St. Rank hold TRMK as of Q2 2026.

  • Rialto Wealth Management held 11 shares of Trustmark worth $507 as of Q2 2026.
  • Rialto Wealth Management bought 3 Trustmark shares in Q2 2026, an estimated $134.
  • Trustmark made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #1714 holding.
  • Rialto Wealth Management first reported a position in Trustmark in Q2 2025 and has held it in 5 quarters since.
  • 289 funds tracked by Wall St. Rank held Trustmark as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.