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Steward Financial Group’s Trustmark TRMK Stock Holding History

Steward Financial Group’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
2023
Q3 		$0 Buy
+44
New +$1.02K ﹤0.01% 1565
2022
Q3 		– Sell
-34
Closed – – 1212
2022
Q2 		$0 Buy
+34
New +$983 ﹤0.01% 1371

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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Steward Financial Group's TRMK Position: Q3 2023 in Review

Steward Financial Group opened a new position in Trustmark (TRMK) in Q3 2023: 44 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1565 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in TRMK as recently as Q2 2022.

Steward Financial Group first reported a position in TRMK in Q2 2022 and has held it in 2 quarters since. 209 funds tracked by Wall St. Rank hold TRMK as of Q3 2023.

  • Steward Financial Group held 44 shares of Trustmark worth $0 as of Q3 2023.
  • Trustmark was a new Steward Financial Group position in Q3 2023.
  • Trustmark made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1565 holding.
  • Steward Financial Group first reported a position in Trustmark in Q2 2022 and has held it in 2 quarters since.
  • 209 funds tracked by Wall St. Rank held Trustmark as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.