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Sunburst Financial Group’s Trustmark TRMK Stock Holding History

Sunburst 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
2026
Q2 		$557K Sell
12,114
-871
-7% -$38.8K 0.09% 84
2026
Q1 		$547K Hold
12,985
– – 0.1% 74
2025
Q4 		$506K Hold
12,985
– – 0.1% 69
2025
Q3 		$514K Hold
12,985
– – 0.11% 68
2025
Q2 		$473K Hold
12,985
– – 0.11% 68
2025
Q1 		$448K Sell
12,985
-2,340
-15% -$83.5K 0.11% 69
2024
Q4 		$542K Sell
15,325
-1,563
-9% -$56.4K 0.13% 67
2024
Q3 		$537K Sell
16,888
-3,356
-17% -$108K 0.14% 72
2024
Q2 		$608K Hold
20,244
– – 0.17% 64
2024
Q1 		$557K Hold
20,244
– – 0.16% 67
2023
Q4 		$564K Hold
20,244
– – 0.17% 61
2023
Q3 		$440K Sell
20,244
-30
-0.1% -$697 0.16% 65
2023
Q2 		$428K Buy
20,274
+30
+0.1% +$677 0.15% 65
2023
Q1 		$500K Hold
20,244
– – 0.18% 58
2022
Q4 		$707K Hold
20,244
– – 0.28% 45
2022
Q3 		$620K Hold
20,244
– – 0.3% 41
2022
Q2 		$591K Sell
20,244
-330
-2% -$9.54K 0.28% 49
2022
Q1 		$625K Hold
20,574
– – 0.31% 41
2021
Q4 		$668K Hold
20,574
– – 0.34% 37
2021
Q3 		$663K Hold
20,574
– – 0.41% 29
2021
Q2 		$634K Hold
20,574
– – 0.4% 29
2021
Q1 		$693K Hold
20,574
– – 0.48% 23
2020
Q4 		$562K Sell
20,574
-25
-0.1% -$626 0.42% 26
2020
Q3 		$441K Buy
20,599
+9,056
+78% +$208K 0.37% 33
2020
Q2 		$283K Hold
11,543
– – 0.26% 45
2020
Q1 		$269K Hold
11,543
– – 0.28% 42
2019
Q4 		$398K Buy
+11,543
New +$399K 0.35% 39

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

Sunburst Financial Group's TRMK Position: Q2 2026 in Review

Sunburst Financial Group reduced its Trustmark (TRMK) stake by 6.7% in Q2 2026, selling an estimated $38.8K and leaving 12,114 shares worth $557K. The position accounts for 0.09% of the portfolio, ranked #84.

Sunburst Financial Group first reported a position in TRMK in Q4 2019 and has held it in 27 quarters since. The position peaked at $707K in Q4 2022. 289 funds tracked by Wall St. Rank hold TRMK as of Q2 2026.

  • Sunburst Financial Group held 12,114 shares of Trustmark worth $557K as of Q2 2026.
  • Sunburst Financial Group sold 871 Trustmark shares in Q2 2026, an estimated $38.8K.
  • Trustmark made up 0.09% of Sunburst Financial Group's portfolio in Q2 2026, its #84 holding.
  • Sunburst Financial Group first reported a position in Trustmark in Q4 2019 and has held it in 27 quarters since.
  • Sunburst Financial Group's Trustmark position peaked at $707K in Q4 2022.
  • 289 funds tracked by Wall St. Rank held Trustmark as of Q2 2026.

Based on Sunburst Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.