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TRMK icon

Xponance’s Trustmark TRMK Stock Holding History

Xponance’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 		$223K Buy
+5,296
New +$223K ﹤0.01% 1424
2021
Q3 		– Sell
-9,994
Closed -$308K – 1231
2021
Q2 		$308K Buy
9,994
+3,014
+43% +$99.5K 0.01% 1068
2021
Q1 		$235K Sell
6,980
-1,494
-18% -$46.7K 0.01% 1007
2020
Q4 		$231K Buy
+8,474
New +$212K 0.01% 1015
2020
Q3 		– Sell
-8,620
Closed -$211K – 1053
2020
Q2 		$211K Buy
+8,620
New +$207K 0.01% 951

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