RENASANT BANK
Q1 2025 Form 13-F
TUPELO, MISSISSIPPI
CIK 0001656167
· Institutional investment manager
$150.9M Reported Value Total
Reported value
$150.9M
Quarter over quarter
-3.2%
Holdings
156
Top-10 concentration
27.2%
Key People
Named on the latest Form 13-F filing — not necessarily an owner
Kevin Chapman
President and Chief Executive Officer
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Q1 2025 13F record
Q1 2025 13F filing summary
| Period of report | March 31, 2025 |
|---|---|
| Filed | May 09, 2025 |
| Form | 13F-HR |
| Reported value | $150.9M |
| Positions | 156 |
| Change in reported value | -2.2% |
| New positions | 8 |
| Exited positions | 19 |
| Position turnover | 15.4% |
| Top-10 concentration | 27.2% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2026 13F
Filed Nov 5, 2026
|
136 | $148.3M |
|
Q2 2026 13F
Filed Aug 11, 2026
|
141 | $155.6M |
|
Q1 2026 13F
Filed Apr 29, 2026
|
137 | $141.3M |
|
Q4 2025 13F
Filed Jan 30, 2026
|
143 | $147.5M |
|
Q3 2025 13F
Filed Nov 5, 2025
|
147 | $157.5M |
|
Q2 2025 13F
Filed Aug 8, 2025
|
148 | $149.8M |
|
Q1 2025 13F
Filed May 9, 2025
|
156 | $150.9M |
|
Q4 2024 13F
Filed Feb 10, 2025
|
167 | $154.3M |
|
Q3 2024 13F
Filed Nov 7, 2024
|
170 | $152.0M |
|
Q2 2024 13F
Filed Aug 9, 2024
|
160 | $145.3M |
|
Q1 2024 13F
Filed May 9, 2024
|
188 | $140.5M |
|
Q4 2023 13F
Filed Feb 12, 2024
|
172 | $125.5M |
|
Q3 2023 13F
Filed Nov 1, 2023
|
176 | $118.8M |
|
Q2 2023 13F
Filed Aug 1, 2023
|
181 | $122.5M |
|
Q1 2023 13F
Filed May 5, 2023
|
185 | $128.8M |
|
Q4 2022 13F
Filed Feb 9, 2023
|
184 | $132.5M |
|
Q3 2022 13F
Filed Nov 3, 2022
|
170 | $113.4M |
|
Q2 2022 13F
Filed Aug 3, 2022
|
175 | $122.5M |
|
Q1 2022 13F
Filed May 12, 2022
|
195 | $148.6M |
|
Q4 2021 13F
Filed Feb 11, 2022
|
198 | $147.0M |
4 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q1 2025
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | ACIO ETF SER SOLUTIONS | $6.9M | 4.6% |
| 2 | IDUB ETF SER SOLUTIONS | $4.6M | 3.08% |
| 3 | VEA VANGUARD FTSE DEVELOPED MARKETS ETF | $4.6M | 3.03% |
| 4 | OSCV ETF SER SOLUTIONS | $3.9M | 2.6% |
| 5 | HELO J P MORGAN EXCHANGE TRADED FD | $3.8M | 2.49% |
| 6 | MSFT MICROSOFT CORP COM | $3.6M | 2.39% |
| 7 | IVW ISHARES S&P 500 GROWTH ETF | $3.6M | 2.36% |
| 8 | RSP INVESCO EXCHANGE-TRADED FD TR | $3.4M | 2.25% |
| 9 | IVE ISHARES S&P 500 VALUE ETF | $3.3M | 2.2% |
| 10 | DRSK ETF SER SOLUTIONS | $3.3M | 2.17% |
| 11 | SPYM SPDR SER TR | $3.1M | 2.04% |
| 12 | VTI VANGUARD INDEX FDS TOTAL STK MKT | $3.0M | 1.99% |
| 13 | UNH UNITEDHEALTH GROUP INC COM | $2.9M | 1.95% |
| 14 | AAPL APPLE INC COM | $2.7M | 1.81% |
| 15 | ADME ETF SER SOLUTIONS | $2.6M | 1.74% |
| 16 | VWO VANGUARD FTSE EMERGING MARKETS ETF | $2.5M | 1.63% |
| 17 | UPSD ETF SER SOLUTIONS | $2.4M | 1.57% |
| 18 | IWV ISHARES RUSSELL 3000 ETF | $2.3M | 1.54% |
| 19 | MBB ISHARES MBS ETF | $2.3M | 1.51% |
| 20 | AMZN AMAZON.COM INC COM | $1.7M | 1.13% |
Values as reported on the Q1 2025 Form 13F. Every position is in the holdings table below.