SAM
TRMK icon

Smartleaf Asset Management’s Trustmark TRMK Stock Holding History

Smartleaf Asset 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
Q1 		$19.9K Sell
471
-82
-15% -$3.46K ﹤0.01% 1963
2025
Q4 		$21.7K Buy
553
+354
+178% +$13.8K ﹤0.01% 1984
2025
Q3 		$7.92K Sell
199
-1
-0.5% -$39 ﹤0.01% 2206
2025
Q2 		$7.39K Sell
200
-8
-4% -$274 ﹤0.01% 1928
2025
Q1 		$7.16K Sell
208
-428
-67% -$15.3K ﹤0.01% 2060
2024
Q4 		$22.7K Buy
636
+122
+24% +$4.4K ﹤0.01% 1578
2024
Q3 		$16.2K Buy
514
+45
+10% +$1.45K ﹤0.01% 1476
2024
Q2 		$13.7K Buy
469
+353
+304% +$10.1K ﹤0.01% 1236
2024
Q1 		$3.25K Buy
116
+16
+16% +$432 ﹤0.01% 1357
2023
Q4 		$0 Buy
+100
New +$2.32K ﹤0.01% 1233

Other funds holding TRMK

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return