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Twin Peaks Wealth Advisors’s Trustmark TRMK Stock Holding History

Twin Peaks Wealth 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
2026
Q2 		– Sell
-26
Closed -$1.1K – 2033
2026
Q1 		$1.1K Buy
+26
New +$1.1K ﹤0.01% 1875
2025
Q3 		– Sell
-64
Closed -$2.45K – 1962
2025
Q2 		$2.45K Buy
+64
New +$2.19K ﹤0.01% 1563

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

Twin Peaks Wealth Advisors's TRMK Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Trustmark (TRMK) in Q2 2026, closing a stake of 26 shares — an estimated $1.1K sold.

Twin Peaks Wealth Advisors first reported a position in TRMK in Q2 2025 and held it in 2 quarters. The position peaked at $2.45K in Q2 2025. 290 funds tracked by Wall St. Rank hold TRMK as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Trustmark position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 26 Trustmark shares in Q2 2026, an estimated $1.1K.
  • Twin Peaks Wealth Advisors first reported a position in Trustmark in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Trustmark position peaked at $2.45K in Q2 2025.
  • 290 funds tracked by Wall St. Rank held Trustmark as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.