Rockefeller Capital Management’s Trustmark TRMK Stock Holding History

Rockefeller Capital 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	$194K	Sell	4,216 -18	-0.4%	-$802	﹤0.01%	2616
2026 Q1	$178K	Buy	4,234 +3,386	+399%	+$143K	﹤0.01%	2566
2025 Q4	$33K	Buy	848 +779	+1,129%	+$30.3K	﹤0.01%	3268
2025 Q3	$2.74K	Buy	+69	New	+$2.69K	﹤0.01%	4027
2023 Q1	–	Sell	-150	Closed	-$5K	–	3737
2022 Q4	$5K	Sell	150 -109	-42%	-$3.81K	﹤0.01%	3346
2022 Q3	$7K	Sell	259 -12	-4%	-$381	﹤0.01%	3245
2022 Q2	$7K	Buy	271 +1	+0.4%	+$29	﹤0.01%	3327
2022 Q1	$8K	Buy	+270	New	+$8.74K	﹤0.01%	3183
2021 Q2	–	Sell	-163	Closed	-$5K	–	3604
2021 Q1	$5K	Buy	+163	New	+$5.09K	﹤0.01%	2912
2020 Q4	–	Sell	-23	Closed	–	–	3006
2020 Q3	$0	Hold	23	–	–	﹤0.01%	2798
2020 Q2	$1K	Buy	+23	New	+$554	﹤0.01%	2504
2019 Q2	–	Sell	-549	Closed	-$18K	–	1970
2019 Q1	$18K	Buy	+549	New	+$17.9K	﹤0.01%	1291

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

Rockefeller Capital Management's TRMK Position: Q2 2026 in Review

Rockefeller Capital Management reduced its Trustmark (TRMK) stake by 0.43% in Q2 2026, selling an estimated $802 and leaving 4,216 shares worth $194K. The position accounts for ﹤0.01% of the portfolio, ranked #2616.

Rockefeller Capital Management first reported a position in TRMK in Q1 2019 and has held it in 12 quarters since. 289 funds tracked by Wall St. Rank hold TRMK as of Q2 2026.

Rockefeller Capital Management held 4,216 shares of Trustmark worth $194K as of Q2 2026.
Rockefeller Capital Management sold 18 Trustmark shares in Q2 2026, an estimated $802.
Trustmark made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #2616 holding.
Rockefeller Capital Management first reported a position in Trustmark in Q1 2019 and has held it in 12 quarters since.
289 funds tracked by Wall St. Rank held Trustmark as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.