Trustmark National Bank Trust Department
Trustmark National Bank Trust Department is the trust and wealth management division of Trustmark National Bank, headquartered in Jackson, Mississippi. The department offers investment management, trustee, and custody services to individuals, families, and institutions as part of its private and institutional wealth units. Founded as part of Trustmark Bank, which traces its roots to 1889, the trust department provides fiduciary, estate, and asset management solutions, leveraging a dedicated team serving clients primarily in the Southeastern U.S.
Investment Strategy
Trustmark National Bank Trust Department acts as a fiduciary, managing investment portfolios for individuals, families, and institutions using customized strategies that reflect clients’ financial goals, risk profiles, and time horizons. The department serves as trustee or custodian for client assets, emphasizing prudent diversification, long-term value preservation, and tailored asset allocation. Investment choices include equities, fixed income, and alternative strategies matched to client objectives, with an emphasis on holistic, relationship-driven wealth management.
Top Holdings
Equity Positions (271)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VO | VANGUARD INDEX FDS | 6.43% | $93.1M | 332,776 | $179.26 | $279.83 | +$7.5M |
A AGG | ISHARES TR | 6.30% | $91.2M | 919,348 | $100.70 | $99.20 | -$28.6M |
V VB | VANGUARD INDEX FDS | 5.51% | $79.8M | 336,725 | $187.45 | $236.98 | -$4.4M |
E EFA | ISHARES TR | 4.41% | $63.8M | 713,393 | $78.28 | $89.39 | +$25.5M |
V VUG | VANGUARD INDEX FDS | 4.06% | $58.8M | 134,022 | $207.61 | $438.40 | +$11.0M |