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Savant Capital’s Trustmark TRMK Stock Holding History

Savant Capital’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 		$550K Buy
12,463
+6,424
+106% +$286K ﹤0.01% 1167
2026
Q1 		$254K Buy
6,039
+87
+1% +$3.67K ﹤0.01% 1271
2025
Q4 		$232K Buy
5,952
+226
+4% +$8.8K ﹤0.01% 1212
2025
Q3 		$227K Buy
+5,726
New +$223K ﹤0.01% 1175
2025
Q1 		– Sell
-13,681
Closed -$484K – 1405
2024
Q4 		$484K Buy
13,681
+80
+0.6% +$2.89K ﹤0.01% 901
2024
Q3 		$433K Buy
13,601
+38
+0.3% +$1.22K ﹤0.01% 934
2024
Q2 		$407K Buy
+13,563
New +$389K ﹤0.01% 862

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

Savant Capital's TRMK Position: Q2 2026 in Review

Savant Capital increased its Trustmark (TRMK) stake by 106% in Q2 2026, buying an estimated $286K and bringing the position to 12,463 shares worth $550K. The position accounts for ﹤0.01% of the portfolio, ranked #1167.

Savant Capital first reported a position in TRMK in Q2 2024 and has held it in 7 quarters since. 289 funds tracked by Wall St. Rank hold TRMK as of Q2 2026.

  • Savant Capital held 12,463 shares of Trustmark worth $550K as of Q2 2026.
  • Savant Capital bought 6,424 Trustmark shares in Q2 2026, an estimated $286K.
  • Trustmark made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #1167 holding.
  • Savant Capital first reported a position in Trustmark in Q2 2024 and has held it in 7 quarters since.
  • 289 funds tracked by Wall St. Rank held Trustmark as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.