SEC 13F Intelligence

Managers / Q2 2020 · view latest →

Citizens National Bank Trust Department

CIK 0001806425 · 512 22ND AVENUE, MERIDIAN, MS, 39301 · 601-486-2547

Reported Value
$234M
Q2 2020
Positions
225
Filings on Record
25
2019–present window
Filed
Aug 6, 2020
original filing

Summary

Citizens National Bank Trust Department reported $234M in U.S.-listed holdings across 225 positions for Q2 2020.

Its largest position, AAPL, represents 3.2% of the portfolio.

Compared with Q1 2020, the fund opened 19 new positions and exited 3.

Reported Value by Quarter

13F Reported Value
Q1 ’20: $188MQ1 ’20Q2 ’20: $234MQ3 ’20: $257MQ4 ’20: $306MQ1 ’21: $329MQ1 ’21Q2 ’21: $349MQ3 ’21: $352MQ4 ’21: $263MQ1 ’22: $248MQ1 ’22Q2 ’22: $348MQ3 ’22: $323MQ4 ’22: $355MQ1 ’23: $360MQ1 ’23Q2 ’23: $378MQ3 ’23: $364MQ4 ’23: $394MQ1 ’24: $431MQ1 ’24Q2 ’24: $449MQ3 ’24: $475MQ4 ’24: $473MQ1 ’25: $468MQ1 ’25Q2 ’25: $501MQ3 ’25: $560MQ4 ’25: $580MQ1 ’26: $601MQ1 ’26filingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q2 2020

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$601M382May 4, 202613F-HRchanges · EDGAR ↗
Q4 2025$580M366Jan 30, 202613F-HRchanges · EDGAR ↗
Q3 2025$560M383Oct 23, 202513F-HRchanges · EDGAR ↗
Q2 2025$501M376Jul 23, 202513F-HRchanges · EDGAR ↗
Q1 2025$468M400Apr 25, 202513F-HRchanges · EDGAR ↗
Q4 2024$473M351Feb 3, 202513F-HRchanges · EDGAR ↗
Q3 2024$475M344Oct 29, 202413F-HRchanges · EDGAR ↗
Q2 2024$449M346Jul 22, 202413F-HRchanges · EDGAR ↗
Q1 2024$431M337May 3, 202413F-HRchanges · EDGAR ↗
Q4 2023$394M314Jan 29, 202413F-HRchanges · EDGAR ↗
Q3 2023$364M321Oct 25, 202313F-HRchanges · EDGAR ↗
Q2 2023$378M322Jul 24, 202313F-HRchanges · EDGAR ↗
Q1 2023$360M309May 3, 202313F-HRchanges · EDGAR ↗
Q4 2022$355M312Feb 9, 202313F-HRchanges · EDGAR ↗
Q3 2022$323M326Nov 8, 202213F-HRchanges · EDGAR ↗
Q2 2022$348M329Jul 28, 202213F-HRchanges · EDGAR ↗
Q1 2022$248M303May 10, 202213F-HRchanges · EDGAR ↗
Q4 2021$263M307Feb 15, 202213F-HRchanges · EDGAR ↗
Q3 2021$352M268Nov 8, 202113F-HRchanges · EDGAR ↗
Q2 2021$349M267Aug 5, 202113F-HRchanges · EDGAR ↗
Q1 2021$329M268May 10, 202113F-HRchanges · EDGAR ↗
Q4 2020$306M252Feb 11, 202113F-HRchanges · EDGAR ↗
Q3 2020$257M228Nov 9, 202013F-HRchanges · EDGAR ↗
Q2 2020$234M225Aug 6, 202013F-HRchanges · EDGAR ↗
Q1 2020$188M195Apr 28, 202013F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.