WAM
TRMK icon

Wakefield Asset Management’s Trustmark TRMK Stock Holding History

Wakefield Asset Management’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 		$1.49M Buy
35,415
+510
+1% +$21.5K 0.4% 70
2025
Q4 		$1.36M Buy
34,905
+124
+0.4% +$4.83K 0.37% 80
2025
Q3 		$1.38M Sell
34,781
-54
-0.2% -$2.1K 0.38% 84
2025
Q2 		$1.27M Sell
34,835
-322
-0.9% -$11K 0.35% 86
2025
Q1 		$1.21M Buy
35,157
+2,385
+7% +$85.1K 0.37% 85
2024
Q4 		$1.16M Sell
32,772
-167
-0.5% -$6.03K 0.39% 73
2024
Q3 		$1.05M Sell
32,939
-367
-1% -$11.8K 0.34% 85
2024
Q2 		$1M Sell
33,306
-466
-1% -$13.4K 0.35% 80
2024
Q1 		$949K Buy
+33,772
New +$911K 0.33% 95
2023
Q4 		– Sell
-32,802
Closed -$713K – 186
2023
Q3 		$713K Sell
32,802
-1,401
-4% -$32.5K 0.32% 90
2023
Q2 		$722K Buy
+34,203
New +$772K 0.29% 105
2023
Q1 		– Sell
-23,179
Closed -$809K – 209
2022
Q4 		$809K Sell
23,179
-30
-0.1% -$1.05K 0.34% 84
2022
Q3 		$711K Buy
+23,209
New +$736K 0.33% 90

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