Renasant Bank

CIK 0001656167 • 6 13F filings • May 9, 2025 – Aug 11, 2026

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Filer information

Filed by: RENASANT BANK, President and Chief Executive Officer
Address: 209 Troy Street, Tupelo, MS, 38804
Phone: 6626801001
AUM: $147.5M

AUM over time

$155.6M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $147.5M134 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC COM	Common Stock	$466K	0.3%Prev: 0.3%	2,041 SH	Decreased-157 SH
ACCENTURE PLC CLASS A ORDINARY	Common Stock	$1.1M	0.7%Prev: 0.7%	4,122 SH	Increased-282 SH
AFLAC INC COM	Common Stock	$252K	0.2%Prev: 0.2%	2,287 SH	Decreased-22 SH
ALPHABET INC CAP STK CL A	Common Stock	$2.3M	1.6%Prev: 1.3%	7,364 SH	Increased-1,077 SH
ALPHABET INC CAP STK CL C	Common Stock	$1.1M	0.8%Prev: 0.6%	3,649 SH	Increased-60 SH
AMAZON.COM INC COM	Common Stock	$2.2M	1.5%Prev: 1.4%	9,505 SH	Decreased-737 SH
AMBEV SA SPONSORED ADR	Common Stock	$61K	0.0%Prev: 0.0%	24,641 SH	Increased+2,799 SH
AMCOR PLC ORD	Common Stock	$97K	0.1%Prev: 0.1%	11,690 SH	Decreased-2,843 SH
AMERICAN EXPRESS CO COM	Common Stock	$270K	0.2%Prev: 0.2%	731 SH	Increased-35 SH
AMERICAN TOWER CORPORATION	Common Stock	$389K	0.3%Prev: 0.3%	2,214 SH	Decreased-501 SH
AMERIPRISE FINL INC COM	Common Stock	$483K	0.3%Prev: 0.3%	986 SH	Decreased-16 SH
AMGEN INC COM	Common Stock	$266K	0.2%Prev: 0.2%	813 SH	Increased-72 SH
AMPHENOL CORP CL A	Common Stock	$547K	0.4%Prev: 0.1%	4,051 SH	Increased+2,395 SH
APOLLO GLOBAL MGMT INC COM	Common Stock	$979K	0.7%Prev: 0.6%	6,764 SH	Increased-379 SH
APPLE INC COM	Common Stock	$2.6M	1.8%Prev: 1.9%	9,709 SH	Decreased-2,039 SH
ARISTA NETWORKS INC	Common Stock	$210K	0.1%Prev: 0.1%	1,604 SH	Decreased+2 SH
AT&T INC COM	Common Stock	$265K	0.2%Prev: 0.2%	10,671 SH	Decreased+120 SH
BANK OF AMERICA CORP COM	Common Stock	$978K	0.7%Prev: 0.7%	17,773 SH	Decreased-2,973 SH
BLACKROCK INC	Common Stock	$290K	0.2%Prev: 0.2%	271 SH	Decreased
BLACKSTONE GROUP INC COM CL A	Common Stock	$233K	0.2%Prev: 0.2%	1,509 SH	Decreased-8 SH
BRITISH AMERN TOB PLC SPONSORED ADR	Common Stock	$224K	0.2%Prev: 0.1%	3,960 SH	Increased-69 SH
BROADCOM INC COM	Common Stock	$1.9M	1.3%Prev: 1.2%	5,477 SH	Decreased-407 SH
BROADRIDGE FINL SOLUTIONS INC COM	Common Stock	$370K	0.3%Prev: 0.3%	1,660 SH	Decreased-335 SH
CATERPILLAR INC COM	Common Stock	$327K	0.2%Prev: 0.2%	570 SH	Increased-25 SH
CHEMED CORP NEW COM	Common Stock	$319K	0.2%Prev: 0.2%	746 SH	Decreased-78 SH
CHEVRON CORP NEW COM	Common Stock	$617K	0.4%Prev: 0.4%	4,050 SH	Increased+110 SH
CISCO SYS INC COM	Common Stock	$599K	0.4%Prev: 0.3%	7,782 SH	Increased-59 SH
CME GROUP INC COM	Common Stock	$255K	0.2%Prev: 0.2%	935 SH	Decreased-168 SH
COCA COLA CO COM	Common Stock	$946K	0.6%Prev: 0.6%	13,534 SH	Increased+206 SH
COPART INC COM	Common Stock	$333K	0.2%Prev: 0.3%	8,513 SH	Decreased-1,270 SH
COSTCO WHSL CORP NEW COM	Common Stock	$542K	0.4%Prev: 0.4%	628 SH	Decreased-12 SH
DIAMONDBACK ENERGY INC COM	Common Stock	$356K	0.2%Prev: 0.2%	2,369 SH	Decreased-343 SH
DIMENSIONAL ETF TR	Exchange Traded Fund	$307K	0.2%Prev: 0.2%	6,160 SH	Decreased-580 SH
DIMENSIONAL ETF TR US MARKETWIDE	Exchange Traded Fund	$827K	0.6%Prev: 0.5%	17,757 SH	Increased
DIMENSIONAL ETF TRUST	Exchange Traded Fund	$3.0M	2.1%Prev: 1.9%	66,310 SH	Decreased-2,283 SH
EATON CORP PLC SHS	Common Stock	$206K	0.1%Prev: 0.1%	648 SH	Decreased+47 SH
EMCOR GROUP INC COM	Common Stock	$227K	0.2%Prev: 0.1%	371 SH	Increased+41 SH
ENTERPRISE PRODS PARTNERS L P COM	Common Stock	$957K	0.6%Prev: 0.6%	29,853 SH	Increased+1,317 SH
EOG RES INC COM	Common Stock	$1.1M	0.7%Prev: 0.7%	10,495 SH	Decreased+417 SH
ETF SER SOLUTIONS	Exchange Traded Fund	$21.7M	14.7%Prev: 16.2%	631,865 SH	Decreased-119,005 SH
ETF SER SOLUTIONS	Fixed Income ETF	$4.2M	2.8%Prev: 3.0%	155,232 SH	Decreased-18,656 SH
EXXON MOBIL CORP COM	Common Stock	$1.2M	0.8%Prev: 0.9%	10,004 SH	Decreased-2,155 SH
FEDEX CORP COM	Common Stock	$280K	0.2%Prev: 0.1%	970 SH	Increased-27 SH
FIFTH THIRD BANCORP	Common Stock	$1.0M	0.7%Prev: 0.7%	21,526 SH	Decreased-3,051 SH
GARMIN LTD SHS	Common Stock	$373K	0.3%Prev: 0.3%	1,837 SH	Decreased-8 SH
GARTNER INC COM	Common Stock	$218K	0.1%	863 SH	New
GENERAL DYNAMICS CORP COM	Common Stock	$1.3M	0.9%Prev: 0.9%	3,859 SH	Decreased-453 SH
HOME DEPOT INC COM	Common Stock	$780K	0.5%Prev: 0.5%	2,268 SH	Increased+377 SH
HONEYWELL INTERNATIONAL INC COM	Common Stock	$903K	0.6%Prev: 0.6%	4,629 SH	Decreased+196 SH
HOWMET AEROSPACE INC COM	Common Stock	$251K	0.2%Prev: 0.2%	1,222 SH	Decreased-183 SH
INTUIT COM	Common Stock	$215K	0.1%Prev: 0.1%	325 SH	Decreased-2 SH
INVESCO EXCHANGE-TRADED FD TR	Exchange Traded Fund	$2.7M	1.8%Prev: 2.1%	14,035 SH	Decreased-3,629 SH
ISHARES INTERMEDIATE	Fixed Income ETF	$805K	0.5%Prev: 0.5%	7,500 SH	Decreased
ISHARES 1-3 YEAR TREASURY BOND ETF	Fixed Income ETF	$205K	0.1%Prev: 0.3%	2,473 SH	Decreased-2,504 SH
ISHARES CORE S&P 500 ETF	Exchange Traded Fund	$1.1M	0.8%Prev: 0.7%	1,651 SH	Decreased-65 SH
ISHARES INC CORE MSCI EMKT	Exchange Traded Fund	$1.4M	0.9%Prev: 0.6%	20,092 SH	Increased+6,474 SH
ISHARES RUSSELL 1000 GROWTH ETF	Exchange Traded Fund	$1.7M	1.1%Prev: 1.1%	3,562 SH	Decreased-86 SH
ISHARES RUSSELL 1000 VALUE ETF	Exchange Traded Fund	$872K	0.6%Prev: 0.6%	4,145 SH	Decreased-444 SH
ISHARES RUSSELL 2000 GROWTH ETF	Exchange Traded Fund	$968K	0.7%Prev: 0.6%	2,997 SH	Increased
ISHARES RUSSELL 2000 VALUE ETF	Exchange Traded Fund	$856K	0.6%Prev: 0.5%	4,723 SH	Increased-113 SH
ISHARES RUSSELL 3000 ETF	Exchange Traded Fund	$2.8M	1.9%Prev: 1.8%	7,326 SH	Increased
ISHARES RUSSELL MID-CAP GROWTH ETF	Exchange Traded Fund	$865K	0.6%Prev: 0.7%	6,314 SH	Decreased-1,028 SH
ISHARES RUSSELL MID-CAP VALUE ETF	Exchange Traded Fund	$1.2M	0.8%Prev: 1.2%	8,703 SH	Decreased-4,513 SH
ISHARES S&P 500 GROWTH ETF	Exchange Traded Fund	$2.6M	1.8%Prev: 1.7%	21,097 SH	Decreased-925 SH
ISHARES S&P 500 VALUE ETF	Exchange Traded Fund	$1.8M	1.2%Prev: 1.1%	8,534 SH	Increased-200 SH
ISHARES S&P MID-CAP 400 GROWTH ETF	Exchange Traded Fund	$813K	0.6%Prev: 0.6%	8,393 SH	Decreased-2,185 SH
ISHARES S&P MID-CAP 400 VALUE ETF	Exchange Traded Fund	$789K	0.5%Prev: 0.6%	5,994 SH	Decreased-1,196 SH
ISHARES S&P SMALL-CAP 600 GROWTH ETF	Exchange Traded Fund	$613K	0.4%Prev: 0.5%	4,345 SH	Decreased-1,159 SH
ISHARES S&P SMALL-CAP 600 VALUE ETF	Exchange Traded Fund	$645K	0.4%Prev: 0.5%	5,673 SH	Decreased-1,287 SH
ISHARES TR CORE MSCI EAFE ETF	Exchange Traded Fund	$2.8M	1.9%Prev: 1.3%	31,212 SH	Increased+8,002 SH
ISHARES TR CORE TOTAL USD BD MKT ETF	Fixed Income ETF	$3.7M	2.5%Prev: 1.2%	78,618 SH	Increased+37,262 SH
J P MORGAN EXCHANGE TRADED FD	Exchange Traded Fund	$4.0M	2.7%Prev: 2.5%	59,881 SH	Increased-360 SH
J P MORGAN EXCHANGE-TRADED F	Exchange Traded Fund	$314K	0.2%	5,492 SH	New
JOHNSON & JOHNSON COM	Common Stock	$561K	0.4%Prev: 0.4%	2,713 SH	Decreased-447 SH
JPMORGAN CHASE & CO COM	Common Stock	$2.0M	1.4%Prev: 1.4%	6,344 SH	Decreased-823 SH
KLA CORPORATION COM NEW	Common Stock	$208K	0.1%	171 SH	New
LILLY ELI & CO COM	Common Stock	$464K	0.3%Prev: 0.2%	432 SH	Increased+53 SH
LINDE PLC SHS	Common Stock	$403K	0.3%Prev: 0.5%	944 SH	Decreased-878 SH
LOCKHEED MARTIN CORP COM	Common Stock	$576K	0.4%Prev: 0.4%	1,191 SH	Decreased-87 SH
LOEWS CORP COM	Common Stock	$837K	0.6%Prev: 0.5%	7,951 SH	Decreased-477 SH
LOWES COS INC COM	Common Stock	$246K	0.2%Prev: 0.2%	1,018 SH	Decreased+17 SH
LULULEMON ATHLETICA INC COM	Common Stock	$901K	0.6%Prev: 0.5%	4,334 SH	Increased+254 SH
MASTEC INC COM	Common Stock	$266K	0.2%Prev: 0.2%	1,224 SH	Decreased-202 SH
MEDPACE HLDGS INC COM	Common Stock	$240K	0.2%Prev: 0.1%	428 SH	Increased-19 SH
MEDTRONIC PLC SHS	Common Stock	$237K	0.2%Prev: 0.1%	2,471 SH	Increased
MERCK & CO INC NEW COM	Common Stock	$1.3M	0.9%Prev: 0.8%	12,686 SH	Increased-1,456 SH
META PLATFORM, INC.	Common Stock	$2.0M	1.4%Prev: 0.7%	3,090 SH	Increased+1,520 SH
MICROSOFT CORP COM	Common Stock	$3.7M	2.5%Prev: 2.8%	7,621 SH	Decreased-795 SH
NETAPP INC COM	Common Stock	$262K	0.2%Prev: 0.2%	2,447 SH	Decreased-76 SH
NEWMONT MNG CORP COM	Common Stock	$1.2M	0.8%Prev: 0.7%	11,908 SH	Increased-1,426 SH
NEXTERA ENERGY INC COM	Common Stock	$1.2M	0.8%Prev: 0.8%	15,397 SH	Decreased-2,248 SH
NUVEEN MUNICIPAL CREDIT INC FD	Fixed Income ETF	$356K	0.2%Prev: 0.3%	28,300 SH	Decreased-10,751 SH
NVIDIA CORP COM	Common Stock	$3.0M	2.0%Prev: 2.0%	16,126 SH	Decreased-559 SH
PACCAR INC COM	Common Stock	$295K	0.2%Prev: 0.2%	2,697 SH	Increased-43 SH
PALO ALTO NETWORKS INC COM	Common Stock	$1.0M	0.7%Prev: 0.7%	5,450 SH	Decreased+59 SH
PARKER HANNIFIN CORP COM	Common Stock	$398K	0.3%Prev: 0.2%	453 SH	Increased-59 SH
PENSKE AUTOMOTIVE GRP INC	Common Stock	$260K	0.2%Prev: 0.2%	1,645 SH	Decreased+6 SH
PEPSICO INC COM	Common Stock	$505K	0.3%Prev: 0.3%	3,522 SH	Increased-1 SH
PFIZER INC COM	Common Stock	$379K	0.3%Prev: 0.7%	15,215 SH	Decreased-30,667 SH
PHILIP MORRIS INTL INC COM	Common Stock	$262K	0.2%Prev: 0.1%	1,632 SH	Increased+286 SH
PROCTER & GAMBLE CO COM	Common Stock	$462K	0.3%Prev: 0.2%	3,223 SH	Increased+800 SH
PROGRESSIVE CORP OHIO COM	Common Stock	$562K	0.4%Prev: 0.4%	2,469 SH	Decreased-207 SH
PROLOGIS INC COM	Common Stock	$327K	0.2%Prev: 0.2%	2,560 SH	Increased+5 SH
PULTE GROUP INC COM	Common Stock	$318K	0.2%Prev: 0.2%	2,709 SH	Decreased-38 SH
QUALCOMM INC COM	Common Stock	$1.0M	0.7%Prev: 0.7%	6,001 SH	Decreased-423 SH
QUANTA SVCS INC COM	Common Stock	$848K	0.6%Prev: 0.6%	2,010 SH	Decreased-287 SH
REGIONS FINL CORP NEW COM	Common Stock	$295K	0.2%Prev: 0.2%	10,880 SH	Increased
RENASANT CORP COM	Common Stock	$427K	0.3%Prev: 0.3%	12,122 SH	Decreased
SALESFORCE INC	Common Stock	$1.2M	0.8%Prev: 0.8%	4,672 SH	Increased-550 SH
SBA COMMUNICATIONS CORP NEW CL A	Common Stock	$244K	0.2%	1,260 SH	New
SERVICENOW INC COM	Common Stock	$571K	0.4%Prev: 0.5%	3,725 SH	Decreased+2,843 SH
SLB LIMITED	Common Stock	$997K	0.7%Prev: 0.6%	25,983 SH	Increased-1,353 SH
SPDR SER TR	Exchange Traded Fund	$2.9M	2.0%Prev: 2.0%	36,563 SH	Decreased-2,896 SH
ST. DENIS J VILLERE & CO .	Common Stock	$535K	0.4%Prev: 0.3%	1 SH	Decreased
ST. DENIS J VILLERE & CO.	Common Stock	$545K	0.4%Prev: 0.4%	1 SH	Decreased
STARBUCKS CORP COM	Common Stock	$207K	0.1%Prev: 0.1%	2,461 SH	Decreased-247 SH
TAIWAN SEMICONDUCTOR MFG CO LTD	Common Stock	$617K	0.4%Prev: 0.4%	2,029 SH	Decreased-216 SH
TARGET CORP COM	Common Stock	$694K	0.5%Prev: 0.5%	7,099 SH	Decreased-1,190 SH
TEXAS INSTRUMENTS INC COM	Common Stock	$585K	0.4%Prev: 0.4%	3,374 SH	Decreased+100 SH
TEXAS ROADHOUSE INC COM CL A	Common Stock	$201K	0.1%	1,210 SH	New
THERMO FISHER CORP COM	Common Stock	$1.2M	0.8%Prev: 0.8%	1,989 SH	Decreased-532 SH
TOTALENERGIES SE ACT	Common Stock	$336K	0.2%	5,142 SH	New
TRANE TECHNOLOGIES PLC SHS	Common Stock	$343K	0.2%Prev: 0.3%	882 SH	Decreased-69 SH
UNITED PARCEL SVC INC CL B	Common Stock	$698K	0.5%Prev: 0.5%	7,035 SH	Decreased-3,050 SH
UNITEDHEALTH GROUP INC COM	Common Stock	$602K	0.4%Prev: 0.5%	1,825 SH	Decreased-244 SH
UNIVERSAL HEALTH SVCS INC CL B	Common Stock	$233K	0.2%	1,068 SH	New
US BANCORP DEL COM NEW	Common Stock	$203K	0.1%	3,800 SH	New
VANGUARD FTSE DEVELOPED MARKETS ETF	Exchange Traded Fund	$4.3M	2.9%Prev: 3.0%	68,291 SH	Decreased-10,784 SH
VANGUARD FTSE EMERGING MARKETS ETF	Exchange Traded Fund	$2.1M	1.4%Prev: 1.7%	38,644 SH	Decreased-10,161 SH
VANGUARD INDEX FDS TOTAL STK MKT	Exchange Traded Fund	$3.6M	2.5%Prev: 2.3%	10,881 SH	Increased-26 SH
VERIZON COMMUNICATIONS INC COM	Common Stock	$204K	0.1%Prev: 0.2%	5,004 SH	Decreased-1,257 SH
VISA INC COM CL A	Common Stock	$1.1M	0.7%Prev: 0.7%	3,011 SH	Decreased-316 SH
WALMART INC.	Common Stock	$865K	0.6%Prev: 0.6%	7,763 SH	Decreased-859 SH
WILLIAMS SONOMA INC COM	Common Stock	$422K	0.3%Prev: 0.3%	2,364 SH	Decreased-139 SH

Sold (vs prior filing)

CELSIUS HLDGS INC — $215K
EAGLE MATERIALS INC COM — $201K
INTUITIVE SURGICAL INC COM NEW — $390K
ISHARES AGENCY BOND ETF — $301K
ISHARES MBS ETF — $473K
ISHARES SELECT DIVIDEND ETF — $205K
ISHARES TRUST ISHARES 5-10 YEAR — $758K
PROSHARES TR S&P 500 DIVIDEND — $426K
ROPER TECHNOLOGIES, INC. — $397K
SPROUTS FMRS MKT INC COM — $240K
STRYKER CORP COM — $204K
TOTALENERGIES SE — $339K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 30, 2026	Q4 2025	13F-HR	0001656167-26-000003	$147.5M	View
Nov 5, 2025	Q3 2025	13F-HR	0001656167-25-000014	$157.5M	View
Aug 11, 2026	Q2 2026