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Wealthspire Advisors (New York)’s Trustmark TRMK Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-17
Closed -$673 – 2748
2025
Q3 		$673 Buy
+17
New +$663 ﹤0.01% 2797

Other funds holding TRMK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wealthspire Advisors (New York)'s TRMK Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Trustmark (TRMK) in Q4 2025, closing a stake of 17 shares — an estimated $673 sold.

Wealthspire Advisors (New York) first reported a position in TRMK in Q3 2025 and held it in 1 quarter. The position peaked at $673 in Q3 2025. 261 funds tracked by Wall St. Rank hold TRMK as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Trustmark position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 17 Trustmark shares in Q4 2025, an estimated $673.
  • Wealthspire Advisors (New York) first reported a position in Trustmark in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Trustmark position peaked at $673 in Q3 2025.
  • 261 funds tracked by Wall St. Rank held Trustmark as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.