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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Smith Shellnut Wilson's TRMK Position: Q3 2025 in Review

Smith Shellnut Wilson opened a new position in Trustmark (TRMK) in Q3 2025: 5,165 shares worth $205K. The stake represents 0.08% of the portfolio and ranks #138 among its holdings. This is a return to the name: Smith Shellnut Wilson previously reported a position in TRMK as recently as Q2 2024.

Smith Shellnut Wilson first reported a position in TRMK in Q2 2024 and has held it in 2 quarters since. The position peaked at $287K in Q2 2024. 269 funds tracked by Wall St. Rank hold TRMK as of Q3 2025.

  • Smith Shellnut Wilson held 5,165 shares of Trustmark worth $205K as of Q3 2025.
  • Trustmark was a new Smith Shellnut Wilson position in Q3 2025.
  • Trustmark made up 0.08% of Smith Shellnut Wilson's portfolio in Q3 2025, its #138 holding.
  • Smith Shellnut Wilson first reported a position in Trustmark in Q2 2024 and has held it in 2 quarters since.
  • Smith Shellnut Wilson's Trustmark position peaked at $287K in Q2 2024.
  • 269 funds tracked by Wall St. Rank held Trustmark as of Q3 2025.

Based on Smith Shellnut Wilson's 13F filing for Q3 2025, filed 27 Oct 2025.