RFS
TRMK icon

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
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

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VPM
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Wellington Management Group
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State Street
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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