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Richardson Financial Services’s Trustmark TRMK Stock Holding History

Richardson Financial Services’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 		$34.8K Sell
757
-111
-13% -$4.95K 0.02% 362
2026
Q1 		$36.6K Buy
868
+51
+6% +$2.15K 0.02% 341
2025
Q4 		$31.8K Buy
817
+74
+10% +$2.88K 0.01% 346
2025
Q3 		$29.4K Buy
743
+345
+87% +$13.4K 0.02% 333
2025
Q2 		$14.9K Buy
398
+165
+71% +$5.65K 0.01% 369
2025
Q1 		$8.04K Sell
233
-82
-26% -$2.93K 0.01% 409
2024
Q4 		$11.2K Buy
315
+40
+15% +$1.44K 0.01% 388
2024
Q3 		$8.26K Hold
275
– – 0.01% 415
2024
Q2 		$8.26K Buy
+275
New +$7.9K 0.01% 397

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

Richardson Financial Services's TRMK Position: Q2 2026 in Review

Richardson Financial Services reduced its Trustmark (TRMK) stake by 13% in Q2 2026, selling an estimated $4.95K and leaving 757 shares worth $34.8K. The position accounts for 0.02% of the portfolio, ranked #362.

Richardson Financial Services first reported a position in TRMK in Q2 2024 and has held it in 9 quarters since. The position peaked at $36.6K in Q1 2026. 289 funds tracked by Wall St. Rank hold TRMK as of Q2 2026.

  • Richardson Financial Services held 757 shares of Trustmark worth $34.8K as of Q2 2026.
  • Richardson Financial Services sold 111 Trustmark shares in Q2 2026, an estimated $4.95K.
  • Trustmark made up 0.02% of Richardson Financial Services's portfolio in Q2 2026, its #362 holding.
  • Richardson Financial Services first reported a position in Trustmark in Q2 2024 and has held it in 9 quarters since.
  • Richardson Financial Services's Trustmark position peaked at $36.6K in Q1 2026.
  • 289 funds tracked by Wall St. Rank held Trustmark as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.