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Tracy Welsh

Intrust Bank Na

Assets Managed
$1.227B
Holdings
407
Last Quarter
2026 - Q1
Filed Date
2mo 2d ago
Growth Rate
1.65%(2Q avg: 1.04%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Intrust Bank Na's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 407 positions.

Assets under management

The assets under management (AUM) of Intrust Bank Na over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.227B in assets, with a quarterly growth rate of 1.65% and a 2-quarter average growth rate of 1.04%. The portfolio is managed by Tracy Welsh, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 31.34%
19.88%
$243.881M
408,135 shares@ $597.55 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 1.21%
5.58%
$68.374M
755,267 shares@ $90.53 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 4.61%
2.85%
$34.955M
200,428 shares@ $174.4 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Decreased -4.48%
2.83%
$34.658M
540,862 shares@ $64.08 avg price
HCA
Hca Healthcare Inc
Recent Activity
Increased 3.44%
2.77%
$33.921M
71,679 shares@ $473.24 avg price
AAPL
Apple Inc
Recent Activity
Increased 4.82%
2.7%
$33.055M
130,246 shares@ $253.79 avg price
IWR
Ishares Russell Mid-cap Etf
Recent Activity
New Position
2.17%
$26.519M
272,742 shares@ $97.23 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -3.23%
2.15%
$26.38M
71,264 shares@ $370.17 avg price
VLUE
Ishares Msci Usa Value Facto
Recent Activity
Decreased -28.31%
2.03%
$24.816M
174,527 shares@ $142.19 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Decreased -56.61%
1.59%
$19.495M
288,689 shares@ $67.53 avg price

1-10 of 407