RENASANT BANK
Q4 2025 Form 13-F

TUPELO, MISSISSIPPI
CIK 0001656167 · Institutional investment manager
$147.5M Reported Value Total
Reported value
$147.5M
Quarter over quarter
+2.2%
Holdings
143
Top-10 concentration
27.3%

Key People

Named on the latest Form 13-F filing — not necessarily an owner
Kevin Chapman
President and Chief Executive Officer

Filing Navigation

13F Metrics

Loading 13F Metrics

Q4 2025 13F record

Q4 2025 13F filing summary

Q4 2025 Form 13F portfolio summary
Period of report December 31, 2025
Filed January 30, 2026
Form 13F-HR
Reported value $147.5M
Positions 143
Change in reported value -6.4%
New positions 8
Exited positions 12
Position turnover 12.9%
Top-10 concentration 27.3%

13F filings by quarter

Form 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 · Q4 2025

Largest Q4 2025 13F positions by reported value
# Holding Reported value % of portfolio
1 ACIO ETF SER SOLUTIONS $7.0M 4.77%
2 IDUB ETF SER SOLUTIONS $4.4M 3.01%
3 VEA VANGUARD FTSE DEVELOPED MARKETS ETF $4.3M 2.89%
4 HELO J P MORGAN EXCHANGE TRADED FD $4.0M 2.7%
5 MSFT MICROSOFT CORP COM $3.7M 2.5%
6 IUSB ISHARES TR CORE TOTAL USD BD MKT ETF $3.7M 2.48%
7 VTI VANGUARD INDEX FDS TOTAL STK MKT $3.6M 2.47%
8 OSCV ETF SER SOLUTIONS $3.3M 2.24%
9 DRSK ETF SER SOLUTIONS $3.3M 2.23%
10 NVDA NVIDIA CORP COM $3.0M 2.04%
11 SPYM SPDR SER TR $2.9M 1.99%
12 IWV ISHARES RUSSELL 3000 ETF $2.8M 1.92%
13 IEFA ISHARES TR CORE MSCI EAFE ETF $2.8M 1.89%
14 RSP INVESCO EXCHANGE-TRADED FD TR $2.7M 1.82%
15 AAPL APPLE INC COM $2.6M 1.79%
16 IVW ISHARES S&P 500 GROWTH ETF $2.6M 1.76%
17 ADME ETF SER SOLUTIONS $2.5M 1.66%
18 GOOGL ALPHABET INC CAP STK CL A $2.3M 1.56%
19 AMZN AMAZON.COM INC COM $2.2M 1.49%
20 VWO VANGUARD FTSE EMERGING MARKETS ETF $2.1M 1.41%

Values as reported on the Q4 2025 Form 13F. Every position is in the holdings table below.

Filing Details

Loading Activities
Loading Sector Allocation
Crunching numbers

Performance

Loading Performance

Potential New Buys

Finding Potential New Buys

Holdings

Building table
Loading SEC filing data
Loading Form 4 Filings

Beneficial Ownership (Schedule 13D/13G)

Loading 13D/G filings