Truist Financial
TRMK icon

Truist Financial’s Trustmark TRMK Stock Holding History

Truist Financial’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
2024
Q3 		– Sell
-16,997
Closed -$511K – 2729
2024
Q2 		$511K Sell
16,997
-145
-0.8% -$4.16K ﹤0.01% 1965
2024
Q1 		$482K Buy
+17,142
New +$462K ﹤0.01% 1983
2023
Q4 		– Sell
-21,435
Closed -$466K – 2718
2023
Q3 		$466K Buy
+21,435
New +$498K ﹤0.01% 1959

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Truist Financial's TRMK Position: Q3 2024 in Review

Truist Financial sold out of Trustmark (TRMK) in Q3 2024, closing a stake of 16,997 shares — an estimated $511K sold.

Truist Financial first reported a position in TRMK in Q3 2023 and held it in 3 quarters. The position peaked at $511K in Q2 2024. 237 funds tracked by Wall St. Rank hold TRMK as of Q3 2024.

  • Truist Financial reported no remaining Trustmark position as of Q3 2024 after selling out during the quarter.
  • Truist Financial sold 16,997 Trustmark shares in Q3 2024, an estimated $511K.
  • Truist Financial first reported a position in Trustmark in Q3 2023 and held it in 3 quarters.
  • Truist Financial's Trustmark position peaked at $511K in Q2 2024.
  • 237 funds tracked by Wall St. Rank held Trustmark as of Q3 2024.

Based on Truist Financial's 13F filing for Q3 2024, filed 13 Nov 2024.