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Root Financial Partners’s Trustmark TRMK Stock Holding History

Root Financial Partners’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 		– Sell
-374
Closed -$15.8K – 2963
2026
Q1 		$15.8K Buy
374
+152
+68% +$6.41K ﹤0.01% 1457
2025
Q4 		$8.65K Buy
222
+33
+17% +$1.28K ﹤0.01% 1563
2025
Q3 		$7.48K Buy
+189
New +$7.37K ﹤0.01% 1566

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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

Root Financial Partners's TRMK Position: Q2 2026 in Review

Root Financial Partners sold out of Trustmark (TRMK) in Q2 2026, closing a stake of 374 shares — an estimated $15.8K sold.

Root Financial Partners first reported a position in TRMK in Q3 2025 and held it in 3 quarters. The position peaked at $15.8K in Q1 2026. 289 funds tracked by Wall St. Rank hold TRMK as of Q2 2026.

  • Root Financial Partners reported no remaining Trustmark position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 374 Trustmark shares in Q2 2026, an estimated $15.8K.
  • Root Financial Partners first reported a position in Trustmark in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Trustmark position peaked at $15.8K in Q1 2026.
  • 289 funds tracked by Wall St. Rank held Trustmark as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.