WCM
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Wedge Capital Management’s Trustmark TRMK Stock Holding History

Wedge Capital 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 		$1.34M Buy
29,958
+2,810
+10% +$131K 0.02% 386
2026
Q2 		$1.25M Sell
27,148
-352
-1% -$15.7K 0.02% 389
2026
Q1 		$1.16M Sell
27,500
-2,052
-7% -$86.6K 0.02% 420
2025
Q4 		$1.15M Buy
29,552
+269
+0.9% +$10.5K 0.02% 411
2025
Q3 		$1.16M Sell
29,283
-577
-2% -$22.5K 0.02% 414
2025
Q2 		$1.09M Sell
29,860
-45
-0.2% -$1.54K 0.02% 418
2025
Q1 		$1.03M Buy
29,905
+3,228
+12% +$115K 0.02% 426
2024
Q4 		$944K Sell
26,677
-698
-3% -$25.2K 0.02% 429
2024
Q3 		$871K Sell
27,375
-1,410
-5% -$45.4K 0.02% 432
2024
Q2 		$865K Sell
28,785
-3,429
-11% -$98.5K 0.02% 412
2024
Q1 		$906K Buy
32,214
+8,077
+33% +$218K 0.01% 411
2023
Q4 		$673K Buy
24,137
+2,498
+12% +$57.9K 0.01% 403
2023
Q3 		$470K Sell
21,639
-35,135
-62% -$816K 0.01% 421
2023
Q2 		$1.2M Buy
+56,774
New +$1.28M 0.02% 427

Other funds holding TRMK

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
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
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

Wedge Capital Management's TRMK Position: Q3 2026 in Review

Wedge Capital Management increased its Trustmark (TRMK) stake by 10% in Q3 2026, buying an estimated $131K and bringing the position to 29,958 shares worth $1.34M. The position accounts for 0.02% of the portfolio, ranked #386.

Wedge Capital Management first reported a position in TRMK in Q2 2023 and has held it in 14 quarters since. 11 funds tracked by Wall St. Rank hold TRMK as of Q3 2026.

  • Wedge Capital Management held 29,958 shares of Trustmark worth $1.34M as of Q3 2026.
  • Wedge Capital Management bought 2,810 Trustmark shares in Q3 2026, an estimated $131K.
  • Trustmark made up 0.02% of Wedge Capital Management's portfolio in Q3 2026, its #386 holding.
  • Wedge Capital Management first reported a position in Trustmark in Q2 2023 and has held it in 14 quarters since.
  • 11 funds tracked by Wall St. Rank held Trustmark as of Q3 2026.

Based on Wedge Capital Management's 13F filing for Q3 2026, filed 13 Oct 2026.