Wellington Group’s Trustmark TRMK Stock Holding History

Wellington Group’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	–	Sell	-882	Closed	-$37.2K	–	356
2026 Q1	$37.2K	Sell	882 -290	-25%	-$12.2K	0.01%	294
2025 Q4	$45.6K	Buy	+1,172	New	+$45.6K	0.02%	267

Other funds holding TRMK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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 Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Wellington Group's TRMK Position: Q2 2026 in Review

Wellington Group sold out of Trustmark (TRMK) in Q2 2026, closing a stake of 882 shares — an estimated $37.2K sold.

Wellington Group first reported a position in TRMK in Q4 2025 and held it in 2 quarters. The position peaked at $45.6K in Q4 2025. 289 funds tracked by Wall St. Rank hold TRMK as of Q2 2026.

Wellington Group reported no remaining Trustmark position as of Q2 2026 after selling out during the quarter.
Wellington Group sold 882 Trustmark shares in Q2 2026, an estimated $37.2K.
Wellington Group first reported a position in Trustmark in Q4 2025 and held it in 2 quarters.
Wellington Group's Trustmark position peaked at $45.6K in Q4 2025.
289 funds tracked by Wall St. Rank held Trustmark as of Q2 2026.

Based on Wellington Group's 13F filing for Q2 2026, filed 14 Aug 2026.