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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Twin Peaks Wealth Advisors's TRMK Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Trustmark (TRMK) in Q1 2026: 26 shares worth $1.1K. The stake represents ﹤0.01% of the portfolio and ranks #1875 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in TRMK as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in TRMK in Q2 2025 and has held it in 2 quarters since. The position peaked at $2.45K in Q2 2025. 271 funds tracked by Wall St. Rank hold TRMK as of Q1 2026.

  • Twin Peaks Wealth Advisors held 26 shares of Trustmark worth $1.1K as of Q1 2026.
  • Trustmark was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Trustmark made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1875 holding.
  • Twin Peaks Wealth Advisors first reported a position in Trustmark in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's Trustmark position peaked at $2.45K in Q2 2025.
  • 271 funds tracked by Wall St. Rank held Trustmark as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.