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CIK: 0001656167
Total reported value
$155.6M
$155.6M
137 檔
15.3%
During the Q1 2026 filing period, Renasant Bank (CIK: 0001656167) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $155.6M across 137 reported positions.
In Q1 2026, Renasant Bank adopted a defensive or profit-taking posture, trimming 76 positions and completely liquidating 16 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including ACIO, IEFA, IDUB) accounted for 15.3% of total reported equity market value during Q1 2026.
Top New Position Initiated
QQQM
市值: $1.2M
Top Position Liquidated / Trimmed
NEM
前期市值: $1.2M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ACIO | Aptus Collared Invest Opp | ETF-Other | 4.00% | +0.11% | -16.38% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.73% | -0.01% | +86.60% | |
| 3 | IDUB | Aptus Intl Enhan Yld ETF | ETF-Other | 3.14% | +0.12% | -1.58% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.11% | +0.07% | +0.49% | |
| 5 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 2.87% | -0.40% | +11.76% | |
| 6 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 2.70% | -0.04% | -0.22% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.68% | -0.28% | +251.00% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.47% | +0.12% | — | |
| 9 | DRSK | Aptus Defined Risk ETF | ETF-Other | 2.33% | -0.04% | +4.34% | |
| 10 | OSCV | Opus Small Cap Value ETF | ETF-Small Cap | 2.30% | +0.02% | -7.54% | |
| 11 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.22% | +0.15% | +11.88% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.95% | +0.02% | -1.90% | |
| 13 | DUBS | Aptus Lrg Cap Enh Yld ETF | ETF-Other | 1.94% | +0.18% | +89.89% | |
| 14 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.92% | +0.09% | — | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.84% | -0.13% | -7.75% | |
| 16 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.71% | +0.15% | +72.14% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 1.68% | +0.01% | -3.84% | |
| 18 | ADME | Aptus Drwdwn Mgd Eqty ETF | ETF-Other | 1.56% | +0.07% | -6.85% | |
| 19 | AVGO | Broadcom Inc | Stock-Tech | 1.55% | +0.26% | +29.56% | |
| 20 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.49% | +0.05% | +0.49% | |
| 21 | UPSD | Aptus Large Cap Upside ETF | ETF-Large Cap & Growth | 1.40% | +0.07% | +0.54% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.38% | -0.01% | -1.37% | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.38% | +0.17% | -7.92% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.31% | -0.55% | -0.57% | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.23% | -0.13% | -1.65% | |
| 26 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.22% | +0.01% | -35.79% | |
| 27 | DFAT | Dimensional US Target Value | ETF-Other | 1.12% | +0.02% | — | |
| 28 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.06% | -0.16% | -36.95% | |
| 29 | XOM | Exxon Mobil CORP | Stock-Energy | 1.03% | -1.03% | EXIT | |
| 30 | EOG | Eog Resources Inc | Stock-Energy | 0.96% | -0.25% | -10.13% | |
| 31 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.85% | +0.16% | — | |
| 32 | NEE | Nextera Energy Inc | Stock-Utilities | 0.85% | -0.59% | -16.48% | |
| 33 | SLB | Slb LTD | Stock-Energy | 0.78% | -0.15% | -17.37% | |
| 34 | ABBV | Abbvie Inc | Stock-Healthcare | 0.76% | +0.26% | +142.77% | |
| 35 | GD | General Dynamics CORP | Stock-Industrials | 0.75% | -0.04% | -19.49% | |
| 36 | PWR | Quanta Services Inc | Stock-Industrials | 0.74% | +0.08% | -4.83% | |
| 37 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.72% | +0.10% | — | |
| 38 | HON | Honeywell International Inc | Stock-Industrials | 0.72% | -0.72% | EXIT | |
| 39 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.70% | +0.03% | — | |
| 40 | BAC | Bank Of America CORP | Stock-Financials | 0.70% | +0.04% | +13.56% | |
| 41 | WMT | Walmart Inc | Stock-Consumer Staples | 0.68% | -0.09% | -0.97% | |
| 42 | FITB | Fifth Third Bancorp | Stock-Financials | 0.67% | +0.05% | -4.70% | |
| 43 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.67% | -0.05% | -3.77% | |
| 44 | DEFR | Aptus Deferred Income ETF | ETF-Other | 0.66% | -0.05% | +2.62% | |
| 45 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.66% | +0.09% | -0.77% | |
| 46 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.65% | -0.48% | +4.77% | |
| 47 | CRM | Salesforce Inc | Stock-Tech | 0.65% | -0.16% | +4.60% | |
| 48 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.64% | +0.21% | -28.79% | |
| 49 | JUCY | Aptus Enhanced Yield ETF | ETF-Other | 0.63% | -0.06% | +1.47% | |
| 50 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.63% | +0.07% | -0.70% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +1.9% | +251.00% | Add |
| 2 | IEFA | Ishares Core Msci Eafe ETF | +1.8% | +86.60% | Add |
| 3 | DUBS | Aptus Lrg Cap Enh Yld ETF | +0.9% | +89.89% | Add |
| 4 | IEMG | Ishares Core Msci Emerging | +0.8% | +72.14% | Add |
| 5 | ABBV | Abbvie Inc | +0.4% | +142.77% | Add |
| 6 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +0.4% | +11.76% | Add |
| 7 | AVGO | Broadcom Inc | +0.3% | +29.56% | Add |
| 8 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.2% | +11.88% | Add |
| 9 | VEA | Vanguard Ftse Developed ETF | +0.2% | +0.49% | Add |
| 10 | EOG | Eog Resources Inc | +0.2% | -10.13% | Trim |
| 11 | XOM | Exxon Mobil CORP | +0.2% | -14.26% | Trim |
| 12 | PWR | Quanta Services Inc | +0.2% | -4.83% | Trim |
| 13 | IDUB | Aptus Intl Enhan Yld ETF | +0.1% | -1.58% | Trim |
| 14 | LMT | Lockheed Martin CORP | +0.1% | -2.18% | Trim |
| 15 | HON | Honeywell International Inc | +0.1% | -3.41% | Trim |
| 16 | AMT | American Tower CORP | +0.1% | +32.25% | Add |
| 17 | SLB | Slb LTD | +0.1% | -17.37% | Trim |
| 18 | DFAT | Dimensional US Target Value | +0.1% | — | Unchanged |
| 19 | DRSK | Aptus Defined Risk ETF | +0.1% | +4.34% | Add |
| 20 | CVX | Chevron CORP | +0.1% | -13.90% | Trim |
| 21 | FANG | Diamondback Energy Inc | +0.1% | -1.90% | Trim |
| 22 | WMT | Walmart Inc | +0.1% | -0.97% | Trim |
| 23 | MTZ | Mastec Inc | +0.1% | -7.76% | Trim |
| 24 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +0.49% | Add |
| 25 | CME | Cme Group Inc | +0.1% | +20.11% | Add |
| 26 | OSCV | Opus Small Cap Value ETF | +0.1% | -7.54% | Trim |
| 27 | BLK | Blackrock Inc | +0.1% | +37.64% | Add |
| 28 | AFL | Aflac Inc | +0.1% | +24.27% | Add |
| 29 | CAT | Caterpillar Inc | +0.1% | -6.49% | Trim |
| 30 | PEP | Pepsico Inc | +0.1% | +0.71% | Add |
| 31 | IWN | Ishares Russell 2000 Value E | +0.1% | -0.70% | Trim |
| 32 | DFUV | Dimensional US Marketwide Va | +0.1% | — | Unchanged |
| 33 | DEFR | Aptus Deferred Income ETF | 0% | +2.62% | Add |
| 34 | BAC | Bank Of America CORP | 0% | +13.56% | Add |
| 35 | FDX | Fedex CORP | 0% | -8.04% | Trim |
| 36 | T | At&t Inc | 0% | -2.62% | Trim |
| 37 | KLAC | Kla CORP | 0% | -3.51% | Trim |
| 38 | MDT | Medtronic plc | 0% | +26.87% | Add |
| 39 | ETN | Eaton Corporation plc | 0% | +2.47% | Add |
| 40 | TXN | Texas Instruments Inc | 0% | -6.61% | Trim |
| 41 | ✓ | St. Denis J Villere & Co. | 0% | — | Unchanged |
| 42 | TT | Trane Technologies plc | 0% | -1.36% | Trim |
| 43 | DFAX | Dimensional World Ex US Core | 0% | — | Unchanged |
| 44 | L | Loews CORP | 0% | -0.03% | Trim |
| 45 | JUCY | Aptus Enhanced Yield ETF | 0% | +1.47% | Add |
| 46 | BTI | British American Tob-sp Adr | 0% | +4.85% | Add |
| 47 | DFIV | Dimensional International Va | 0% | — | Unchanged |
| 48 | EME | Emcor Group Inc | 0% | -11.59% | Trim |
| 49 | RNST | Renasant CORP | 0% | — | Unchanged |
| 50 | TSM | Taiwan Semiconductor-sp Adr | 0% | -9.41% | Trim |
According to official SEC Form 13F filings, Renasant Bank reported a total U.S. public equity portfolio value of $155.6M across 137 disclosed positions in Q1 2026.
During Q1 2026, Renasant Bank's top holdings by market value included ACIO (4.0%)、IEFA (3.7%)、IDUB (3.1%). The largest single position, ACIO, represented 4.0% of total portfolio value.
In Q1 2026, Renasant Bank made 139 total portfolio adjustments, initiating 10 new buys, adding to 37 positions, trimming 76 holdings, and fully liquidating 16 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.
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