FFO
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Fortitude Family Office’s Trustmark TRMK Stock Holding History

Fortitude Family Office’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 		$5.07K Buy
113
+57
+102% +$2.66K ﹤0.01% 1554
2026
Q2 		$2.58K Buy
56
+2
+4% +$89 ﹤0.01% 1386
2026
Q1 		$2.28K Buy
54
+35
+184% +$1.48K ﹤0.01% 1243
2025
Q4 		$740 Sell
19
-7
-27% -$272 ﹤0.01% 1567
2025
Q3 		$1.03K Buy
26
+5
+24% +$195 ﹤0.01% 1537
2025
Q2 		$766 Buy
+21
New +$719 ﹤0.01% 1627

Other funds holding TRMK

Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
BWP
Barlow Wealth Partners Louisville, Kentucky $970M AUM 17.04% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 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
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

Fortitude Family Office's TRMK Position: Q3 2026 in Review

Fortitude Family Office increased its Trustmark (TRMK) stake by 102% in Q3 2026, buying an estimated $2.66K and bringing the position to 113 shares worth $5.07K. The position accounts for ﹤0.01% of the portfolio, ranked #1554.

Fortitude Family Office first reported a position in TRMK in Q2 2025 and has held it in 6 quarters since. 24 funds tracked by Wall St. Rank hold TRMK as of Q3 2026.

  • Fortitude Family Office held 113 shares of Trustmark worth $5.07K as of Q3 2026.
  • Fortitude Family Office bought 57 Trustmark shares in Q3 2026, an estimated $2.66K.
  • Trustmark made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #1554 holding.
  • Fortitude Family Office first reported a position in Trustmark in Q2 2025 and has held it in 6 quarters since.
  • 24 funds tracked by Wall St. Rank held Trustmark as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.