WA
TRMK icon

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
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 $5.7T 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