Renasant Bank

Q2 2026 13F-HR Holdings

Location
Tupelo, MS
Holdings as of
6/30/2026
Date filed
8/11/2026
Form type
13F-HR
Num holdings
141
Total value ($000)
$155,624
Net value change ($000)
+14,310 (10.1%)
New positions
20
Sold out positions
16
Turnover %
9.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/29/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
APH 1,295 252.4%
ANET 1,170 544.2%
BX 1,095 NEW
V 1,079 152.0%
LHX 876 NEW
LVMUY 807 NEW
ACIO 747 13.2%
NOW 730 168.6%
ETN 721 304.2%
IDUB 640 14.4%
Top Reduces (Value $000, Stocks/ETFs)
XOM -1,455 -100.0%
HON -1,011 -100.0%
NEE -789 -66.1%
APO -745 -100.0%
JPM -677 -36.5%
PANW -652 -71.3%
UNH -602 -100.0%
MTZ -363 -100.0%
BR -340 -100.0%
ACN -335 -40.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type