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Convergence Investment Partners’s Trustmark TRMK Stock Holding History

Convergence Investment Partners’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
-13,827
Closed -$548K – 298
2025
Q3 		$548K Buy
+13,827
New +$539K 0.12% 198
2015
Q3 		– Sell
-50,314
Closed -$1.26M – 410
2015
Q2 		$1.26M Buy
+50,314
New +$1.23M 0.12% 248

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Dimensional Fund Advisors
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Wellington Management Group
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State Street
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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

Convergence Investment Partners's TRMK Position: Q4 2025 in Review

Convergence Investment Partners sold out of Trustmark (TRMK) in Q4 2025, closing a stake of 13,827 shares — an estimated $548K sold.

Convergence Investment Partners first reported a position in TRMK in Q2 2015 and held it in 2 quarters. The position peaked at $1.26M in Q2 2015. 261 funds tracked by Wall St. Rank hold TRMK as of Q4 2025.

  • Convergence Investment Partners reported no remaining Trustmark position as of Q4 2025 after selling out during the quarter.
  • Convergence Investment Partners sold 13,827 Trustmark shares in Q4 2025, an estimated $548K.
  • Convergence Investment Partners first reported a position in Trustmark in Q2 2015 and held it in 2 quarters.
  • Convergence Investment Partners's Trustmark position peaked at $1.26M in Q2 2015.
  • 261 funds tracked by Wall St. Rank held Trustmark as of Q4 2025.

Based on Convergence Investment Partners's 13F filing for Q4 2025, filed 5 Feb 2026.