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Smith Shellnut Wilson’s Trustmark TRMK Stock Holding History

Smith Shellnut Wilson’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 		$238K Hold
5,165
– – 0.09% 148
2026
Q1 		$218K Hold
5,165
– – 0.1% 137
2025
Q4 		$201K Hold
5,165
– – 0.08% 140
2025
Q3 		$205K Buy
+5,165
New +$201K 0.08% 138
2024
Q3 		– Sell
-9,565
Closed -$287K – 150
2024
Q2 		$287K Buy
+9,565
New +$275K 0.14% 106

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

Smith Shellnut Wilson's TRMK Position: Q2 2026 in Review

Smith Shellnut Wilson held its Trustmark (TRMK) position steady in Q2 2026 at 5,165 shares worth $238K. The position accounts for 0.09% of the portfolio, ranked #148.

Smith Shellnut Wilson first reported a position in TRMK in Q2 2024 and has held it in 5 quarters since. The position peaked at $287K in Q2 2024. 291 funds tracked by Wall St. Rank hold TRMK as of Q2 2026.

  • Smith Shellnut Wilson held 5,165 shares of Trustmark worth $238K as of Q2 2026.
  • Smith Shellnut Wilson left its Trustmark share count unchanged in Q2 2026.
  • Trustmark made up 0.09% of Smith Shellnut Wilson's portfolio in Q2 2026, its #148 holding.
  • Smith Shellnut Wilson first reported a position in Trustmark in Q2 2024 and has held it in 5 quarters since.
  • Smith Shellnut Wilson's Trustmark position peaked at $287K in Q2 2024.
  • 291 funds tracked by Wall St. Rank held Trustmark as of Q2 2026.

Based on Smith Shellnut Wilson's 13F filing for Q2 2026, filed 3 Aug 2026.