Y-Intercept (HK)’s Trustmark TRMK Stock Holding History

Y-Intercept (HK)’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	$1.06M	Buy	+22,934	New	+$1.02M	0.02%	1025
2026 Q1	–	Sell	-31,689	Closed	-$1.23M	–	2064
2025 Q4	$1.23M	Buy	31,689 +3,515	+12%	+$137K	0.03%	880
2025 Q3	$1.12M	Sell	28,174 -539	-2%	-$21K	0.03%	928
2025 Q2	$1.05M	Buy	+28,713	New	+$983K	0.03%	915
2024 Q4	–	Sell	-6,667	Closed	-$212K	–	1662
2024 Q3	$212K	Buy	+6,667	New	+$214K	0.01%	1142
2023 Q3	–	Sell	-16,200	Closed	-$342K	–	1607
2023 Q2	$342K	Buy	16,200 +973	+6%	+$21.9K	0.04%	719
2023 Q1	$376K	Buy	+15,227	New	+$450K	0.04%	667

Other funds holding TRMK

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Sunburst Financial Group Vestavia Hills, Alabama $598M AUM 18% 1-Year Est. Return

Legacy Wealth Management (Mississippi) Ridgeland, Mississippi $390M AUM 27.84% 1-Year Est. Return

Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

HHM Wealth Advisors Chattanooga, Tennessee $994M AUM 23.11% 1-Year Est. Return