SSG
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Summit Securities Group’s Trustmark TRMK Stock Holding History

Summit Securities 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
2025
Q3 		– Sell
-877
Closed -$32K – 1363
2025
Q2 		$32K Buy
+877
New +$30K 0.01% 609
2017
Q2 		– Sell
-9,485
Closed -$302K – 367
2017
Q1 		$302K Buy
+9,485
New +$314K 0.09% 231

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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Summit Securities Group's TRMK Position: Q3 2025 in Review

Summit Securities Group sold out of Trustmark (TRMK) in Q3 2025, closing a stake of 877 shares — an estimated $32K sold.

Summit Securities Group first reported a position in TRMK in Q1 2017 and held it in 2 quarters. The position peaked at $302K in Q1 2017. 269 funds tracked by Wall St. Rank hold TRMK as of Q3 2025.

  • Summit Securities Group reported no remaining Trustmark position as of Q3 2025 after selling out during the quarter.
  • Summit Securities Group sold 877 Trustmark shares in Q3 2025, an estimated $32K.
  • Summit Securities Group first reported a position in Trustmark in Q1 2017 and held it in 2 quarters.
  • Summit Securities Group's Trustmark position peaked at $302K in Q1 2017.
  • 269 funds tracked by Wall St. Rank held Trustmark as of Q3 2025.

Based on Summit Securities Group's 13F filing for Q3 2025, filed 13 Nov 2025.