Renasant Bank

Est. AUM

$89.9M

13F long equity, this entity only

Positions

137

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR CORE MSCI EAFE ETF	Exchange Traded Fund	$5.0M	55502	5.59%	SOLE
2	ETF SER SOLUTIONS	Exchange Traded Fund	$4.2M	100810	4.70%	OTR
3	VANGUARD FTSE DEVELOPED MARKETS ETF	Exchange Traded Fund	$4.2M	64885	4.62%	OTR
4	ISHARES TR CORE TOTAL USD BD MKT ETF	Fixed Income ETF	$3.6M	77726	3.99%	SOLE
5	VANGUARD INDEX FDS TOTAL STK MKT	Exchange Traded Fund	$3.3M	10349	3.69%	SOLE
6	ISHARES CORE S&P 500 ETF	Exchange Traded Fund	$3.1M	4704	3.42%	SOLE
7	ETF SER SOLUTIONS	Exchange Traded Fund	$2.9M	74761	3.28%	OTR
8	SPDR SER TR	Exchange Traded Fund	$2.9M	38445	3.27%	OTR
9	ISHARES RUSSELL 3000 ETF	Exchange Traded Fund	$2.7M	7326	3.02%	OTR
10	ETF SER SOLUTIONS	Fixed Income ETF	$2.1M	76234	2.32%	OTR
11	VANGUARD FTSE EMERGING MARKETS ETF	Exchange Traded Fund	$2.1M	38108	2.29%	OTR
12	BROADCOM INC COM	Common Stock	$2.0M	6427	2.21%	SOLE
13	ETF SER SOLUTIONS	Exchange Traded Fund	$1.7M	34414	1.89%	OTR
14	DIMENSIONAL ETF TRUST	Exchange Traded Fund	$1.6M	25324	1.76%	SOLE
15	AMAZON.COM INC COM	Common Stock	$1.6M	7562	1.75%	SOLE
16	EXXON MOBIL CORP COM	Common Stock	$1.4M	8035	1.52%	SOLE
17	INVESCO EXCHANGE-TRADED FD TR	Exchange Traded Fund	$1.3M	6878	1.47%	OTR
18	ISHARES S&P 500 GROWTH ETF	Exchange Traded Fund	$1.3M	11460	1.44%	SOLE
19	SLB LIMITED	Common Stock	$1.1M	21471	1.23%	SOLE
20	J P MORGAN EXCHANGE TRADED FD	Exchange Traded Fund	$1.1M	16738	1.19%	SOLE
21	ISHARES TR	Exchange Traded Fund	$1.0M	6600	1.14%	SOLE
22	DIMENSIONAL ETF TRUST	Exchange Traded Fund	$996K	25633	1.11%	SOLE
23	ABBVIE INC COM	Common Stock	$995K	4574	1.11%	SOLE
24	BANK OF AMERICA CORP COM	Common Stock	$960K	19693	1.07%	SOLE
25	FIFTH THIRD BANCORP	Common Stock	$953K	20514	1.06%	SOLE
26	ISHARES RUSSELL 2000 GROWTH ETF	Exchange Traded Fund	$933K	2974	1.04%	SOLE
27	ISHARES RUSSELL MID-CAP VALUE ETF	Exchange Traded Fund	$903K	6197	1.00%	SOLE
28	ISHARES RUSSELL 2000 VALUE ETF	Exchange Traded Fund	$889K	4690	0.99%	SOLE
29	PALO ALTO NETWORKS INC COM	Common Stock	$883K	5508	0.98%	SOLE
30	ISHARES S&P 500 VALUE ETF	Exchange Traded Fund	$873K	4134	0.97%	SOLE
31	DIMENSIONAL ETF TR US MARKETWIDE	Exchange Traded Fund	$861K	17757	0.96%	SOLE
32	LOEWS CORP COM	Common Stock	$848K	7949	0.94%	SOLE
33	ACCENTURE PLC CLASS A ORDINARY	Common Stock	$828K	4177	0.92%	SOLE
34	NVIDIA CORP COM	Common Stock	$794K	4550	0.88%	OTR
35	ENTERPRISE PRODS PARTNERS L P COM	Common Stock	$790K	20889	0.88%	SOLE
36	WALMART INC.	Common Stock	$756K	6086	0.84%	OTR
37	QUALCOMM INC COM	Common Stock	$756K	5867	0.84%	SOLE
38	ETF SER SOLUTIONS	Exchange Traded Fund	$749K	30360	0.83%	SOLE
39	APOLLO GLOBAL MGMT INC COM	Common Stock	$745K	6689	0.83%	SOLE
40	ISHARES RUSSELL 1000 GROWTH ETF	Exchange Traded Fund	$742K	1739	0.83%	SOLE
41	QUANTA SVCS INC COM	Common Stock	$736K	1340	0.82%	OTR
42	MICROSOFT CORP COM	Common Stock	$686K	1852	0.76%	OTR
43	ETF SER SOLUTIONS	Exchange Traded Fund	$677K	18769	0.75%	SOLE
44	ALPHABET INC CAP STK CL C	Common Stock	$673K	2345	0.75%	SOLE
45	ETF SER SOLUTIONS	Fixed Income ETF	$623K	28117	0.69%	SOLE
46	ISHARES RUSSELL MID-CAP GROWTH ETF	Exchange Traded Fund	$610K	4761	0.68%	SOLE
47	JPMORGAN CHASE & CO COM	Common Stock	$610K	2074	0.68%	OTR
48	ST. DENIS J VILLERE & CO.	Common Stock	$566K	1	0.63%	OTR
49	CHEVRON CORP NEW COM	Common Stock	$556K	2686	0.62%	SOLE
50	BOSTON SCIENTIFIC CORP	Common Stock	$543K	8658	0.60%	SOLE

1–50 of 137

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.