Top 50 Trustmark Bank Trust Department Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AGG | ISHARES TR | 6.26% | 980.5K | $97.3M | +4.77%(+44.67K) | $100.81(-2.15%) | 2026-03-31 | |
| VB | VANGUARD INDEX FDS | 6.22% | 369.6K | $96.8M | +24.56%(+72.87K) | $198.51(+44.58%) | 2026-03-31 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 5.79% | 1.54M | $90.0M | +42.53%(+458.80K) | $58.59(-0.58%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 5.53% | 299.8K | $86.1M | -6.14%(-19.61K) | $44.21(+75.36%) | 2026-03-31 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 4.57% | 1.41M | $71.1M | +71.30%(+584.88K) | $50.52(-0.02%) | 2026-03-31 | |
| EFA | ISHARES TR | 3.94% | 630.8K | $61.3M | +4.10%(+24.82K) | $77.45(+33.59%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 3.57% | 282.7K | $55.5M | -17.69%(-60.77K) | $149.72(+39.60%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 3.53% | 125.8K | $55.0M | -10.14%(-14.19K) | $36.01(+145.76%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 2.34% | 672.1K | $36.3M | +21.70%(+119.83K) | $52.18(+14.91%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.09% | 50.1K | $32.6M | -0.34%(-172) | $335.92(+122.72%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.12% | +33.55% |
| Top 20 Holdings Unweighted | +11.38% | +38.19% |
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