ZIM
TRMK icon

Zacks Investment Management’s Trustmark TRMK Stock Holding History

Zacks Investment Management’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
-7,105
Closed -$281K – 829
2025
Q3 		$281K Buy
+7,105
New +$277K ﹤0.01% 591
2023
Q1 		– Sell
-31,147
Closed -$1.09M – 699
2022
Q4 		$1.09M Buy
31,147
+4,724
+18% +$165K 0.02% 344
2022
Q3 		$809K Buy
+26,423
New +$838K 0.01% 369
2016
Q4 		– Sell
-8,176
Closed -$225K – 731
2016
Q3 		$225K Buy
+8,176
New +$219K 0.01% 563
2014
Q1 		– Sell
-17,780
Closed -$477K – 777
2013
Q4 		$477K Buy
17,780
+2,863
+19% +$77.4K 0.02% 407
2013
Q3 		$382K Buy
14,917
+2,051
+16% +$53.6K 0.02% 436
2013
Q2 		$316K Buy
+12,866
New +$317K 0.01% 438

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

Zacks Investment Management's TRMK Position: Q4 2025 in Review

Zacks Investment Management sold out of Trustmark (TRMK) in Q4 2025, closing a stake of 7,105 shares — an estimated $281K sold.

Zacks Investment Management first reported a position in TRMK in Q2 2013 and held it in 7 quarters. The position peaked at $1.09M in Q4 2022. 261 funds tracked by Wall St. Rank hold TRMK as of Q4 2025.

  • Zacks Investment Management reported no remaining Trustmark position as of Q4 2025 after selling out during the quarter.
  • Zacks Investment Management sold 7,105 Trustmark shares in Q4 2025, an estimated $281K.
  • Zacks Investment Management first reported a position in Trustmark in Q2 2013 and held it in 7 quarters.
  • Zacks Investment Management's Trustmark position peaked at $1.09M in Q4 2022.
  • 261 funds tracked by Wall St. Rank held Trustmark as of Q4 2025.

Based on Zacks Investment Management's 13F filing for Q4 2025, filed 17 Feb 2026.