TWD
TRMK icon

True Wealth Design’s Trustmark TRMK Stock Holding History

True Wealth Design’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
Q3 		$4.3K Hold
96
– – ﹤0.01% 1400
2026
Q2 		$4.42K Sell
96
-33
-26% -$1.47K ﹤0.01% 1382
2026
Q1 		$5.44K Hold
129
– – ﹤0.01% 1179
2025
Q4 		$5.03K Sell
129
-1
-0.8% -$39 ﹤0.01% 1086
2025
Q3 		$5.15K Buy
130
+96
+282% +$3.74K ﹤0.01% 1071
2025
Q2 		$1.24K Hold
34
– – ﹤0.01% 1381
2025
Q1 		$1.17K Buy
+34
New +$1.21K ﹤0.01% 1213

Other funds holding TRMK

WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return
BWM
BankPlus Wealth Management Jackson, Mississippi $229M AUM 13.58% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $464M AUM 16.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

True Wealth Design's TRMK Position: Q3 2026 in Review

True Wealth Design held its Trustmark (TRMK) position steady in Q3 2026 at 96 shares worth $4.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1400.

True Wealth Design first reported a position in TRMK in Q1 2025 and has held it in 7 quarters since. The position peaked at $5.44K in Q1 2026. 11 funds tracked by Wall St. Rank hold TRMK as of Q3 2026.

  • True Wealth Design held 96 shares of Trustmark worth $4.3K as of Q3 2026.
  • True Wealth Design left its Trustmark share count unchanged in Q3 2026.
  • Trustmark made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1400 holding.
  • True Wealth Design first reported a position in Trustmark in Q1 2025 and has held it in 7 quarters since.
  • True Wealth Design's Trustmark position peaked at $5.44K in Q1 2026.
  • 11 funds tracked by Wall St. Rank held Trustmark as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.