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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
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

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

True Wealth Design's TRMK Position: Q2 2026 in Review

True Wealth Design reduced its Trustmark (TRMK) stake by 26% in Q2 2026, selling an estimated $1.47K and leaving 96 shares worth $4.42K. The position accounts for ﹤0.01% of the portfolio, ranked #1382.

True Wealth Design first reported a position in TRMK in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.44K in Q1 2026. 289 funds tracked by Wall St. Rank hold TRMK as of Q2 2026.

  • True Wealth Design held 96 shares of Trustmark worth $4.42K as of Q2 2026.
  • True Wealth Design sold 33 Trustmark shares in Q2 2026, an estimated $1.47K.
  • Trustmark made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1382 holding.
  • True Wealth Design first reported a position in Trustmark in Q1 2025 and has held it in 6 quarters since.
  • True Wealth Design's Trustmark position peaked at $5.44K in Q1 2026.
  • 289 funds tracked by Wall St. Rank held Trustmark as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.