ZIC
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ZWJ Investment Counsel’s Trustmark TRMK Stock Holding History

ZWJ Investment Counsel’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 		$334K Hold
7,920
– – 0.01% 170
2025
Q4 		$308K Hold
7,920
– – 0.01% 166
2025
Q3 		$314K Hold
7,920
– – 0.01% 171
2025
Q2 		$289K Hold
7,920
– – 0.01% 176
2025
Q1 		$273K Hold
7,920
– – 0.01% 187
2024
Q4 		$280K Hold
7,920
– – 0.01% 192
2024
Q3 		$252K Hold
7,920
– – 0.01% 194
2024
Q2 		$238K Buy
+7,920
New +$227K 0.01% 201

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