TLA
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Tanglewood Legacy Advisors’s Trustmark TRMK Stock Holding History

Tanglewood Legacy Advisors’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
Q1 		– Sell
-3,000
Closed -$106K – 311
2024
Q4 		$106K Sell
3,000
-3,000
-50% -$108K 0.05% 120
2024
Q3 		$191K Hold
6,000
– – 0.08% 91
2024
Q2 		$180K Hold
6,000
– – 0.09% 95
2024
Q1 		$169K Hold
6,000
– – 0.08% 95
2023
Q4 		$167K Hold
6,000
– – 0.09% 94
2023
Q3 		$130K Hold
6,000
– – 0.08% 99
2023
Q2 		$127K Hold
6,000
– – 0.07% 96
2023
Q1 		$148K Hold
6,000
– – 0.09% 85
2022
Q4 		$209K Buy
+6,000
New +$210K 0.15% 57

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
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Tanglewood Legacy Advisors's TRMK Position: Q1 2025 in Review

Tanglewood Legacy Advisors sold out of Trustmark (TRMK) in Q1 2025, closing a stake of 3,000 shares — an estimated $106K sold.

Tanglewood Legacy Advisors first reported a position in TRMK in Q4 2022 and held it in 9 quarters. The position peaked at $209K in Q4 2022. 256 funds tracked by Wall St. Rank hold TRMK as of Q1 2025.

  • Tanglewood Legacy Advisors reported no remaining Trustmark position as of Q1 2025 after selling out during the quarter.
  • Tanglewood Legacy Advisors sold 3,000 Trustmark shares in Q1 2025, an estimated $106K.
  • Tanglewood Legacy Advisors first reported a position in Trustmark in Q4 2022 and held it in 9 quarters.
  • Tanglewood Legacy Advisors's Trustmark position peaked at $209K in Q4 2022.
  • 256 funds tracked by Wall St. Rank held Trustmark as of Q1 2025.

Based on Tanglewood Legacy Advisors's 13F filing for Q1 2025, filed 22 Apr 2025.