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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
Q2 		$21.7K Hold
471
– – ﹤0.01% 1963
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 $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

Smartleaf Asset Management's TRMK Position: Q2 2026 in Review

Smartleaf Asset Management held its Trustmark (TRMK) position steady in Q2 2026 at 471 shares worth $21.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1963.

Smartleaf Asset Management first reported a position in TRMK in Q4 2023 and has held it in 11 quarters since. The position peaked at $22.7K in Q4 2024. 289 funds tracked by Wall St. Rank hold TRMK as of Q2 2026.

  • Smartleaf Asset Management held 471 shares of Trustmark worth $21.7K as of Q2 2026.
  • Smartleaf Asset Management left its Trustmark share count unchanged in Q2 2026.
  • Trustmark made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #1963 holding.
  • Smartleaf Asset Management first reported a position in Trustmark in Q4 2023 and has held it in 11 quarters since.
  • Smartleaf Asset Management's Trustmark position peaked at $22.7K in Q4 2024.
  • 289 funds tracked by Wall St. Rank held Trustmark as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.