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Waverly Advisors’s Trustmark TRMK Stock Holding History

Waverly 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 		$1.82M Buy
39,645
+3,555
+10% +$158K 0.01% 718
2026
Q1 		$1.52M Buy
36,090
+79
+0.2% +$3.33K 0.01% 703
2025
Q4 		$1.4M Buy
36,011
+416
+1% +$16.2K 0.01% 666
2025
Q3 		$1.41M Buy
35,595
+353
+1% +$13.8K 0.01% 565
2025
Q2 		$1.28M Buy
35,242
+210
+0.6% +$7.19K 0.01% 565
2025
Q1 		$1.21M Buy
35,032
+13
+0% +$464 0.01% 571
2024
Q4 		$1.24M Buy
35,019
+4,121
+13% +$149K 0.02% 479
2024
Q3 		$983K Sell
30,898
-1,004
-3% -$32.3K 0.02% 448
2024
Q2 		$958K Buy
31,902
+25
+0.1% +$718 0.02% 438
2024
Q1 		$896K Buy
31,877
+3,623
+13% +$97.7K 0.02% 387
2023
Q4 		$788K Buy
+28,254
New +$655K 0.03% 243
2015
Q4 		– Sell
-1,457
Closed -$34K – 369
2015
Q3 		$34K Buy
1,457
+864
+146% +$20.5K 0.02% 186
2015
Q2 		$15K Hold
593
– – 0.01% 241
2015
Q1 		$14K Hold
593
– – 0.01% 230
2014
Q4 		$15K Hold
593
– – 0.01% 245
2014
Q3 		$14K Hold
593
– – 0.01% 408
2014
Q2 		$15K Hold
593
– – 0.01% 378
2014
Q1 		$15K Hold
593
– – 0.01% 364
2013
Q4 		$16K Hold
593
– – 0.01% 499
2013
Q3 		$15K Buy
+593
New +$15.5K 0.01% 397

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

Waverly Advisors's TRMK Position: Q2 2026 in Review

Waverly Advisors increased its Trustmark (TRMK) stake by 9.9% in Q2 2026, buying an estimated $158K and bringing the position to 39,645 shares worth $1.82M. The position accounts for 0.01% of the portfolio, ranked #718.

Waverly Advisors first reported a position in TRMK in Q3 2013 and has held it in 20 quarters since. 289 funds tracked by Wall St. Rank hold TRMK as of Q2 2026.

  • Waverly Advisors held 39,645 shares of Trustmark worth $1.82M as of Q2 2026.
  • Waverly Advisors bought 3,555 Trustmark shares in Q2 2026, an estimated $158K.
  • Trustmark made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #718 holding.
  • Waverly Advisors first reported a position in Trustmark in Q3 2013 and has held it in 20 quarters since.
  • 289 funds tracked by Wall St. Rank held Trustmark as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.