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
1,211,502
119,841.8
-3.29%
8.880
-0.30%
0.100
-0.23%
+2.03%
123,040.5
 
VO 		Vanguard Mid-Cap ETF
331,125
85,635.6
+0.69%
6.340
+0.04%
0.110
+5.49%
+4.22%
75,998.0
 
VB 		Vanguard Small Cap ETF
379,539
84,162.8
-1.15%
6.230
-0.08%
0.130
+2.99%
-2.68%
58,555.2
 
VTV 		Vanguard Value ETF
290,853
50,241.9
+7.69%
3.720
+0.27%
0.040
+0.65%
+2.79%
130,819.8
 
VUG 		Vanguard Growth ETF
128,829
47,772.4
-2.51%
3.540
-0.10%
0.030
+8.94%
+2.95%
153,592.3
 
VGSH 		Vanguard Short-Term Government Bond ETF
775,036
45,486.9
+20.26%
3.370
+0.57%
0.210
+0.78%
+1.97%
23,022.3
 
JPST 		JPMorgan Ultra-Short Income ETF
854,218
43,249.1
+21.82%
3.200
+0.57%
0.140
+1.05%
+2.06%
31,006.6
 
EFA 		iShares MSCI EAFE ETF
468,459
38,287.2
+9.41%
2.840
+0.24%
0.070
+7.40%
+18.69%
63,914.8
 
SPY 		SPDR S&P 500 ETF Trust
52,071
29,128.0
+0.06%
2.160
0%
0.010
+4.93%
+2.54%
612,819.6
 
AAPL 		Apple Inc
109,755
24,379.9
+2.39%
1.810
+0.04%
0.000
-13.23%
-18.37%
3,045,713.6
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 ETF2025-03-31Add
+0.57%
●
50.39 ($50.51) 50.66
$50.45
-0.12%
Add 21.82%
854,218
152,994
VGSH 		Vanguard Short-Term Government Bond ETF2025-03-31Add
+0.57%
●
58.07 ($58.36) 58.69
$58.32
-0.07%
Add 20.26%
775,036
130,558
NVDA 		NVIDIA Corp2025-03-31Reduce
-0.31%
●
106.98 ($126.74) 149.43
$141.72
11.82%
Reduce -20.53%
121,462
-31,375
AGG 		iShares Core U.S. Aggregate Bond ETF2025-03-31Reduce
-0.30%
●
95.85 ($97.76) 99.25
$97.28
-0.49%
Reduce -3.29%
1,211,502
-41,179
VTV 		Vanguard Value ETF2025-03-31Add
+0.27%
●
167.73 ($174.39) 179.21
$173.02
-0.79%
Add 7.69%
290,853
20,770
EFA 		iShares MSCI EAFE ETF2025-03-31Add
+0.24%
●
74.85 ($80.6) 84.89
$89.74
11.34%
Add 9.41%
468,459
40,298
PHM 		PulteGroup Inc2025-03-31Sold Out
-0.23%
●
101.09 ($108.01) 118.51
$100.23
-7.20%
Sold Out
0
-28,058
FFIV 		F5 Inc2025-03-31New Buy
+0.22%
●
251.75 ($279.63) 310.6
$295.43
5.65%
New holding
11,137
11,137
BKR 		Baker Hughes Co2025-03-31New Buy
+0.20%
●
41.16 ($44.62) 48.85
$37.90
-15.06%
New holding
61,392
61,392
NVS 		Novartis AG2025-03-31Reduce
-0.20%
●
97.14 ($106.46) 115.57
$118.02
10.86%
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

  • 1

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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