TN

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT

13F
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT
Last update 2025-05-12 285 Stocks (22 new)
Value $1.35 Bil Turnover 5 %
Countries:
Top Holdings: AGG(8.88%)VO(6.34%)VB(6.23%)VTV(3.72%)VUG(3.54%)
Summary Stock Picks Current Portfolio
TRUSTMARK NATIONAL BANK TRUST ... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
1,211,502
119,841.8
-3.29%
8.880
-0.30%
0.100
+1.00%
+3.39%
128,028.4
 
VO
Vanguard Mid-Cap ETF
331,125
85,635.6
+0.69%
6.340
+0.04%
0.110
+13.83%
+9.97%
80,785.3
 
VB
Vanguard Small Cap ETF
379,539
84,162.8
-1.15%
6.230
-0.08%
0.130
+14.72%
+3.21%
61,869.8
 
VTV
Vanguard Value ETF
290,853
50,241.9
+7.69%
3.720
+0.27%
0.040
+9.89%
+7.77%
135,401.2
 
VUG
Vanguard Growth ETF
128,829
47,772.4
-2.51%
3.540
-0.10%
0.030
+21.80%
+10.21%
165,703.8
 
VGSH
Vanguard Short-Term Government Bond ETF
Vanguard Short-Term Government Bond ETF
775,036
45,486.9
+20.26%
3.370
+0.57%
0.210
+0.68%
+2.68%
22,494.0
 
JPST
JPMorgan Ultra-Short Income ETF
854,218
43,249.1
+21.82%
3.200
+0.57%
0.140
+1.22%
+2.75%
32,243.0
 
EFA
iShares MSCI EAFE ETF
468,459
38,287.2
+9.41%
2.840
+0.24%
0.070
+10.67%
+22.60%
65,713.0
 
SPY
SPDR S&P 500 ETF Trust
52,071
29,128.0
+0.06%
2.160
0%
0.010
+16.47%
+8.97%
655,037.2
 
AAPL
Apple Inc
109,755
24,379.9
+2.39%
1.810
+0.04%
0.000
+3.09%
-14.12%
3,204,257.4
Hardware

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT's Historical Top Holdings Breakdowns

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
JPST
JPMorgan Ultra-Short Income ETF
2025-03-31
Add
Add
+0.57%
●
50.39 ($50.51) 50.66
$50.61
0.20%
Add 21.82%
854,218
152,994
VGSH
Vanguard Short-Term Government Bond ETF
Vanguard Short-Term Government Bond ETF
2025-03-31
Add
Add
+0.57%
●
58.07 ($58.36) 58.69
$58.54
0.30%
Add 20.26%
775,036
130,558
NVDA
NVIDIA Corp
2025-03-31
Reduce
Reduce
-0.31%
●
106.98 ($126.74) 149.43
$172.09
35.78%
Reduce -20.53%
121,462
-31,375
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
2025-03-31
Reduce
Reduce
-0.30%
●
95.85 ($97.76) 99.25
$98.25
0.51%
Reduce -3.29%
1,211,502
-41,179
VTV
Vanguard Value ETF
2025-03-31
Add
Add
+0.27%
●
167.73 ($174.39) 179.21
$180.70
3.62%
Add 7.69%
290,853
20,770
EFA
iShares MSCI EAFE ETF
2025-03-31
Add
Add
+0.24%
●
74.85 ($80.6) 84.89
$91.22
13.18%
Add 9.41%
468,459
40,298
PHM
PulteGroup Inc
2025-03-31
Sold Out
Sold Out
-0.23%
●
101.09 ($108.01) 118.51
$118.39
9.61%
Sold Out
0
-28,058
FFIV
F5 Inc
2025-03-31
New Buy
New Buy
+0.22%
●
251.75 ($279.63) 310.6
$300.85
7.59%
New holding
11,137
11,137
BKR
Baker Hughes Co
2025-03-31
New Buy
New Buy
+0.20%
●
41.16 ($44.62) 48.85
$45.16
1.20%
New holding
61,392
61,392
NVS
Novartis AG
2025-03-31
Reduce
Reduce
-0.20%
●
97.14 ($106.46) 115.57
$117.84
10.69%
Reduce -50.48%
27,337
-27,867

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT Total Holding History ($B)

To

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT's Asset Allocation

To

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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TRUSTMARK NATIONAL BANK TRUST DEPARTMENT's Hypothetical Growth since 2025-03-31

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT's Yearly Returns

Year Portfolio % % Excess Gain %

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT's Holdings Heat Map

Size field:

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT's Holdings Bubble Chart

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT News

  • 1

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