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Steve Schonfeld’s Trustmark TRMK Stock Holding History

Steve Schonfeld’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
Q4 		– Sell
-12,036
Closed -$477K – 2589
2025
Q3 		$477K Buy
+12,036
New +$469K ﹤0.01% 1705
2025
Q1 		– Sell
-11,930
Closed -$422K – 2499
2024
Q4 		$422K Buy
11,930
+847
+8% +$30.6K ﹤0.01% 1472
2024
Q3 		$353K Buy
+11,083
New +$357K ﹤0.01% 1575
2024
Q2 		– Sell
-7,370
Closed -$207K – 2567
2024
Q1 		$207K Buy
+7,370
New +$199K ﹤0.01% 1763
2023
Q4 		– Sell
-65,355
Closed -$1.42M – 2218
2023
Q3 		$1.42M Sell
65,355
-30,469
-32% -$708K 0.01% 917
2023
Q2 		$2.02M Sell
95,824
-25,376
-21% -$572K 0.02% 751
2023
Q1 		$2.99M Buy
+121,200
New +$3.58M 0.03% 589
2022
Q4 		– Sell
-12,875
Closed -$394K – 3013
2022
Q3 		$394K Buy
+12,875
New +$408K ﹤0.01% 1917
2022
Q2 		– Sell
-14,476
Closed -$440K – 2995
2022
Q1 		$440K Buy
+14,476
New +$469K ﹤0.01% 1452
2020
Q4 		– Sell
-16,700
Closed -$357K – 1892
2020
Q3 		$357K Buy
+16,700
New +$384K 0.01% 1030
2020
Q1 		– Sell
-7,100
Closed -$245K – 1529
2019
Q4 		$245K Buy
+7,100
New +$245K 0.01% 1072
2018
Q1 		– Sell
-9,005
Closed -$287K – 966
2017
Q4 		$287K Buy
+9,005
New +$298K 0.02% 598
2016
Q3 		– Sell
-17,891
Closed -$445K – 545
2016
Q2 		$445K Buy
+17,891
New +$431K 0.1% 248

Other funds holding TRMK

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Steve Schonfeld's TRMK Position: Q4 2025 in Review

Steve Schonfeld sold out of Trustmark (TRMK) in Q4 2025, closing a stake of 12,036 shares — an estimated $477K sold.

Steve Schonfeld first reported a position in TRMK in Q2 2016 and held it in 13 quarters. The position peaked at $2.99M in Q1 2023. 261 funds tracked by Wall St. Rank hold TRMK as of Q4 2025.

  • Steve Schonfeld reported no remaining Trustmark position as of Q4 2025 after selling out during the quarter.
  • Steve Schonfeld sold 12,036 Trustmark shares in Q4 2025, an estimated $477K.
  • Steve Schonfeld first reported a position in Trustmark in Q2 2016 and held it in 13 quarters.
  • Steve Schonfeld's Trustmark position peaked at $2.99M in Q1 2023.
  • 261 funds tracked by Wall St. Rank held Trustmark as of Q4 2025.

Based on Schonfeld Strategic Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.