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Rothschild Investment LLC’s Trustmark TRMK Stock Holding History

Rothschild Investment LLC’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 		$8.28K Hold
180
– – ﹤0.01% 1994
2026
Q1 		$7.58K Buy
180
+15
+9% +$633 ﹤0.01% 1835
2025
Q4 		$6.43K Sell
165
-57
-26% -$2.22K ﹤0.01% 1761
2025
Q3 		$8.79K Buy
222
+42
+23% +$1.64K ﹤0.01% 1492
2025
Q2 		$6.56K Buy
180
+25
+16% +$856 ﹤0.01% 1376
2025
Q1 		$5.35K Buy
155
+80
+107% +$2.85K ﹤0.01% 1405
2024
Q4 		$2.65K Buy
75
+10
+15% +$361 ﹤0.01% 1637
2024
Q3 		$2.07K Buy
65
+40
+160% +$1.29K ﹤0.01% 1708
2024
Q2 		$751 Buy
25
+20
+400% +$574 ﹤0.01% 1819
2024
Q1 		$141 Buy
+5
New +$135 ﹤0.01% 1958

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

Rothschild Investment LLC's TRMK Position: Q2 2026 in Review

Rothschild Investment LLC held its Trustmark (TRMK) position steady in Q2 2026 at 180 shares worth $8.28K. The position accounts for ﹤0.01% of the portfolio, ranked #1994.

Rothschild Investment LLC first reported a position in TRMK in Q1 2024 and has held it in 10 quarters since. The position peaked at $8.79K in Q3 2025. 289 funds tracked by Wall St. Rank hold TRMK as of Q2 2026.

  • Rothschild Investment LLC held 180 shares of Trustmark worth $8.28K as of Q2 2026.
  • Rothschild Investment LLC left its Trustmark share count unchanged in Q2 2026.
  • Trustmark made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1994 holding.
  • Rothschild Investment LLC first reported a position in Trustmark in Q1 2024 and has held it in 10 quarters since.
  • Rothschild Investment LLC's Trustmark position peaked at $8.79K in Q3 2025.
  • 289 funds tracked by Wall St. Rank held Trustmark as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.