SWM
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Silverlake Wealth Management’s Trustmark TRMK Stock Holding History

Silverlake Wealth 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 		$220K Sell
4,774
-599
-11% -$26.7K 0.04% 366
2026
Q1 		$226K Buy
5,373
+7
+0.1% +$295 0.05% 339
2025
Q4 		$209K Buy
5,366
+7
+0.1% +$272 0.05% 340
2025
Q3 		$212K Buy
+5,359
New +$209K 0.05% 316

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

Silverlake Wealth Management's TRMK Position: Q2 2026 in Review

Silverlake Wealth Management reduced its Trustmark (TRMK) stake by 11% in Q2 2026, selling an estimated $26.7K and leaving 4,774 shares worth $220K. The position accounts for 0.04% of the portfolio, ranked #366.

Silverlake Wealth Management first reported a position in TRMK in Q3 2025 and has held it in 4 quarters since. The position peaked at $226K in Q1 2026. 289 funds tracked by Wall St. Rank hold TRMK as of Q2 2026.

  • Silverlake Wealth Management held 4,774 shares of Trustmark worth $220K as of Q2 2026.
  • Silverlake Wealth Management sold 599 Trustmark shares in Q2 2026, an estimated $26.7K.
  • Trustmark made up 0.04% of Silverlake Wealth Management's portfolio in Q2 2026, its #366 holding.
  • Silverlake Wealth Management first reported a position in Trustmark in Q3 2025 and has held it in 4 quarters since.
  • Silverlake Wealth Management's Trustmark position peaked at $226K in Q1 2026.
  • 289 funds tracked by Wall St. Rank held Trustmark as of Q2 2026.

Based on Silverlake Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.