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CIK: 0001656167
Total reported value
$155.6M
$155.6M
147 檔
16.9%
In Q3 2025, Renasant Bank's U.S. equity holdings reached a combined market value of $155.6M, distributed across 147 disclosed stock positions.
Renasant Bank executed strategic sector rebalancing during Q3 2025, establishing 10 new positions while fully exiting 11 holdings and trimming 13 positions.
In terms of portfolio concentration, the top 5 core holdings (including ACIO, IDUB, VEA) accounted for 16.9% of total reported equity market value during Q3 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ACIO | Aptus Collared Invest Opp | ETF-Other | 5.09% | +0.11% | +0.13% | |
| 2 | IDUB | Aptus Intl Enhan Yld ETF | ETF-Other | 3.27% | +0.12% | +0.13% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.01% | +0.07% | +0.12% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.77% | -0.13% | -8.57% | |
| 5 | OSCV | Opus Small Cap Value ETF | ETF-Small Cap | 2.60% | +0.02% | +1.11% | |
| 6 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 2.49% | -0.04% | -2.76% | |
| 7 | DRSK | Aptus Defined Risk ETF | ETF-Other | 2.46% | -0.04% | +0.78% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.27% | +0.12% | — | |
| 9 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.13% | +0.01% | -1.70% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 1.98% | +0.02% | +1.68% | |
| 11 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.96% | +0.15% | — | |
| 12 | ADME | Aptus Drwdwn Mgd Eqty ETF | ETF-Other | 1.91% | +0.07% | -0.20% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.90% | +0.01% | +0.01% | |
| 14 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.76% | +0.09% | — | |
| 15 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.69% | -0.16% | -16.39% | |
| 16 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.68% | +0.05% | -0.04% | |
| 17 | UPSD | Aptus Large Cap Upside ETF | ETF-Large Cap & Growth | 1.66% | +0.07% | +0.95% | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.43% | -0.55% | +1.46% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.43% | -0.01% | +1.77% | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.30% | +0.17% | +2.90% | |
| 21 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.29% | -0.01% | +177.10% | |
| 22 | AVGO | Broadcom Inc | Stock-Tech | 1.23% | +0.26% | -9.55% | |
| 23 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.23% | -0.40% | +842.69% | |
| 24 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 1.17% | +0.21% | +26.80% | |
| 25 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.14% | -0.16% | -18.44% | |
| 26 | DUBS | Aptus Lrg Cap Enh Yld ETF | ETF-Other | 1.14% | +0.18% | — | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.08% | -0.07% | -10.83% | |
| 28 | DFAT | Dimensional US Target Value | ETF-Other | 0.94% | +0.02% | — | |
| 29 | GD | General Dynamics CORP | Stock-Industrials | 0.93% | -0.04% | -0.90% | |
| 30 | XOM | Exxon Mobil CORP | Stock-Energy | 0.87% | -1.03% | EXIT | |
| 31 | NEE | Nextera Energy Inc | Stock-Utilities | 0.85% | -0.59% | +1.95% | |
| 32 | CRM | Salesforce Inc | Stock-Tech | 0.79% | -0.16% | +2.27% | |
| 33 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.78% | -0.05% | +2.77% | |
| 34 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.75% | -0.01% | +34.47% | |
| 35 | PFE | Pfizer Inc | Stock-Healthcare | 0.74% | — | +9.51% | |
| 36 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.73% | -0.13% | +4.11% | |
| 37 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.73% | -0.28% | +37.28% | |
| 38 | V | Visa Inc-class A Shares | Stock-Financials | 0.72% | +0.65% | -7.53% | |
| 39 | EOG | Eog Resources Inc | Stock-Energy | 0.72% | -0.25% | +11.00% | |
| 40 | NEM | Newmont CORP | Stock-Materials | 0.71% | — | -0.08% | |
| 41 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.70% | -0.48% | -8.81% | |
| 42 | FITB | Fifth Third Bancorp | Stock-Financials | 0.69% | +0.05% | +5.13% | |
| 43 | ACN | Accenture plc | Stock-Tech | 0.69% | -0.27% | +393.17% | |
| 44 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.68% | +0.03% | — | |
| 45 | BAC | Bank Of America CORP | Stock-Financials | 0.68% | +0.04% | +0.14% | |
| 46 | QCOM | Qualcomm Inc | Stock-Tech | 0.68% | +0.17% | — | |
| 47 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.66% | -0.01% | -6.44% | |
| 48 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.64% | -0.10% | -5.46% | |
| 49 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.61% | +0.09% | -25.37% | |
| 50 | APO | Apollo Global Management Inc | Stock-Financials | 0.60% | -0.53% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.3% | +1.68% | Add |
| 2 | IEFA | Ishares Core Msci Eafe ETF | +0.9% | +177.10% | Add |
| 3 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +0.9% | +842.69% | Add |
| 4 | MRK | Merck & Co. Inc. | +0.6% | +34.47% | Add |
| 5 | GOOGL | Alphabet Inc-cl A | +0.6% | +2.90% | Add |
| 6 | JPM | Jpmorgan Chase & Co | +0.5% | +1.46% | Add |
| 7 | ACIO | Aptus Collared Invest Opp | +0.5% | +0.13% | Add |
| 8 | ACN | Accenture plc | +0.5% | +393.17% | Add |
| 9 | EOG | Eog Resources Inc | +0.5% | +11.00% | Add |
| 10 | AVGO | Broadcom Inc | +0.5% | -9.55% | Trim |
| 11 | BAC | Bank Of America CORP | +0.5% | +0.14% | Add |
| 12 | HON | Honeywell International Inc | +0.4% | +314.69% | Add |
| 13 | GD | General Dynamics CORP | +0.4% | -0.90% | Add |
| 14 | MSFT | Microsoft CORP | +0.4% | -8.57% | Trim |
| 15 | PANW | Palo Alto Networks Inc | +0.4% | -8.81% | Add |
| 16 | IEMG | Ishares Core Msci Emerging | +0.3% | +144.49% | Add |
| 17 | DRSK | Aptus Defined Risk ETF | +0.3% | +0.78% | Add |
| 18 | VTI | Vanguard Total Stock Mkt ETF | +0.3% | — | Unchanged |
| 19 | SBUX | Starbucks CORP | -0.4% | -0.26% | Trim |
| 20 | NZF | Nuveen Municipal Credit Inc | -0.4% | -44.44% | Trim |
| 21 | WMT | Walmart Inc | -0.4% | -5.48% | Trim |
| 22 | ABBV | Abbvie Inc | -0.4% | -1.08% | Trim |
| 23 | IGIB | Ishares 5-10y Inv Grade CORP | -0.5% | -44.83% | Trim |
| 24 | ETN | Eaton Corporation plc | -0.5% | -45.41% | Trim |
| 25 | LLY | Eli Lilly & Co | -0.6% | -6.42% | Trim |
| 26 | IVW | Ishares S&p 500 Growth ETF | -0.7% | -16.39% | Trim |
| 27 | IVE | Ishares S&p 500 Value ETF | -1.1% | -18.44% | Trim |
| 28 | MBB | Ishares Mbs ETF | -1.2% | -29.99% | Trim |
| 29 | UNH | Unitedhealth Group Inc | -1.5% | -57.65% | Trim |
| 30 | TIP | Ishares Tips Bond ETF | — | EXIT | Sold out |
| 31 | PFE | Pfizer Inc | — | NEW | New buy |
| 32 | TMUS | T-mobile US Inc | — | EXIT | Sold out |
| 33 | NEM | Newmont CORP | — | NEW | New buy |
| 34 | FITB | Fifth Third Bancorp | — | NEW | New buy |
| 35 | MUB | Ishares National Muni Bond E | — | EXIT | Sold out |
| 36 | QCOM | Qualcomm Inc | — | NEW | New buy |
| 37 | USMV | Ishares Msci USA Min Vol Fac | — | EXIT | Sold out |
| 38 | FISV | Fiserv Inc | — | EXIT | Sold out |
| 39 | SLB | Slb LTD | — | NEW | New buy |
| 40 | DEFR | Aptus Deferred Income ETF | — | NEW | New buy |
| 41 | EPD | Enterprise Products Partners | — | NEW | New buy |
| 42 | L | Loews CORP | — | NEW | New buy |
| 43 | UPS | United Parcel Service-cl B | — | NEW | New buy |
| 44 | LULU | Lululemon Athletica Inc | — | NEW | New buy |
| 45 | FWONK | Liberty Media Corp-formula-c | — | EXIT | Sold out |
| 46 | MA | Mastercard Inc - A | — | EXIT | Sold out |
| 47 | ARES | Ares Management CORP - A | — | EXIT | Sold out |
| 48 | SBAC | Sba Communications CORP | — | EXIT | Sold out |
| 49 | DELL | Dell Technologies -c | — | EXIT | Sold out |
| 50 | RSG | Republic Services Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, Renasant Bank reported a total U.S. public equity portfolio value of $155.6M across 147 disclosed positions in Q3 2025.
During Q3 2025, Renasant Bank's top holdings by market value included ACIO (5.1%)、IDUB (3.3%)、VEA (3.0%). The largest single position, ACIO, represented 5.1% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
PFE
市值: $1.2M
Top Position Liquidated / Trimmed
TIP
前期市值: $1.4M
In Q3 2025, Renasant Bank made 49 total portfolio adjustments, initiating 10 new buys, adding to 15 positions, trimming 13 holdings, and fully liquidating 11 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
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