Back to TRMK
Robertson Stephens Wealth Management, LLC → TRMK
Robertson Stephens Wealth Management, LLC TRMK Position History
Trustmark Corporation • Financial Services
Quarters held
5
Latest value
$93K
Q3 2026
Peak value
$366K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $171K |
| Q4 2025 | $366K |
| Q1 2026 | $198K |
| Q2 2026 | $139K |
| Q3 2026 | $93K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $93K | 71.5K | — | — |
| Q2 2026 | $139K | 71.5K | — | — |
| Q1 2026 | $198K | 79.4K | — | — |
| Q4 2025 | $366K | 101.8K | — | — |
| Q3 2025 | $171K | 50.9K | — | — |
Other funds holding TRMK
$237.1M
$233.8M
$227.7M
$222.7M
$202.1M
$193.4M
$187.1M
$152.4M