CIM
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Contravisory Investment Management’s Trustmark TRMK Stock Holding History

Contravisory 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
2026
Q3 		$346K Buy
7,722
+1,107
+17% +$51.7K 0.06% 168
2026
Q2 		$304K Buy
6,615
+152
+2% +$6.77K 0.05% 187
2026
Q1 		$272K Hold
6,463
– – 0.06% 185
2025
Q4 		$252K Sell
6,463
-260
-4% -$10.1K 0.05% 208
2025
Q3 		$266K Buy
+6,723
New +$262K 0.05% 218

Other funds holding TRMK

WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return
BWM
BankPlus Wealth Management Jackson, Mississippi $229M AUM 13.58% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $464M AUM 16.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Contravisory Investment Management's TRMK Position: Q3 2026 in Review

Contravisory Investment Management increased its Trustmark (TRMK) stake by 17% in Q3 2026, buying an estimated $51.7K and bringing the position to 7,722 shares worth $346K. The position accounts for 0.06% of the portfolio, ranked #168.

Contravisory Investment Management first reported a position in TRMK in Q3 2025 and has held it in 5 quarters since. 13 funds tracked by Wall St. Rank hold TRMK as of Q3 2026.

  • Contravisory Investment Management held 7,722 shares of Trustmark worth $346K as of Q3 2026.
  • Contravisory Investment Management bought 1,107 Trustmark shares in Q3 2026, an estimated $51.7K.
  • Trustmark made up 0.06% of Contravisory Investment Management's portfolio in Q3 2026, its #168 holding.
  • Contravisory Investment Management first reported a position in Trustmark in Q3 2025 and has held it in 5 quarters since.
  • 13 funds tracked by Wall St. Rank held Trustmark as of Q3 2026.

Based on Contravisory Investment Management's 13F filing for Q3 2026, filed 13 Oct 2026.