VWA
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Valued Wealth Advisors’s Trustmark TRMK Stock Holding History

Valued 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 		$3.91K Buy
85
+28
+49% +$1.25K ﹤0.01% 499
2026
Q1 		$2.4K Buy
+57
New +$2.4K ﹤0.01% 534

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

Valued Wealth Advisors's TRMK Position: Q2 2026 in Review

Valued Wealth Advisors increased its Trustmark (TRMK) stake by 49% in Q2 2026, buying an estimated $1.25K and bringing the position to 85 shares worth $3.91K. The position accounts for ﹤0.01% of the portfolio, ranked #499.

Valued Wealth Advisors first reported a position in TRMK in Q1 2026 and has held it in 2 quarters since. 289 funds tracked by Wall St. Rank hold TRMK as of Q2 2026.

  • Valued Wealth Advisors held 85 shares of Trustmark worth $3.91K as of Q2 2026.
  • Valued Wealth Advisors bought 28 Trustmark shares in Q2 2026, an estimated $1.25K.
  • Trustmark made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #499 holding.
  • Valued Wealth Advisors first reported a position in Trustmark in Q1 2026 and has held it in 2 quarters since.
  • 289 funds tracked by Wall St. Rank held Trustmark as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.