Trustmark National Bank Trust Department
Annual return '25
+13.6%
SPY '25
+17.7%
Alpha
-4.1ptsvs SPY
Invested
$3.1B
Holdings
270
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 90%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AGG
ISHARES TR
Q3 2025: Sold 3.0% (1.83M → 1.77M shares)
6.3%
02
$VB
VANGUARD INDEX FDS
Q3 2025: Sold 12.1% (668.7k → 587.7k shares)
6.2%
03
$VGSH
VANGUARD SCOTTSDALE FDS
Q3 2025: Increased +28.7% (1.57M → 2.02M shares)
5.8%
04
$VO
VANGUARD INDEX FDS
Q1 2025: Increased +0.9% (652.6k → 658.2k shares)
5.5%
05
$JPST
J P MORGAN EXCHANGE TRADED F
Q3 2025: Sold 8.4% (1.61M → 1.47M shares)
4.6%
06
$EFA
ISHARES TR
Q3 2025: Increased +4.5% (1.42M → 1.49M shares)
3.9%
07
$VTV
VANGUARD INDEX FDS
Q3 2025: Increased +10.8% (596.6k → 661.3k shares)
3.6%
08
$VUG
VANGUARD INDEX FDS
Q3 2025: Increased +2.6% (267.6k → 274.6k shares)
3.5%
09
$VWO
VANGUARD INTL EQUITY INDEX F
Q3 2025: Sold 1.1% (320.8k → 317.3k shares)
2.3%
10
$SPY
STATE STR SPDR S&P 500 ETF T
Q2 2025: Sold 1.9% (52.1k → 51.1k shares)
2.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:05 UTC.