Renasant Bank
Renasant Bank, headquartered in Tupelo, MS, is a regional bank founded in 1904. It operates commercial and consumer banking, mortgage, wealth management, and specialized financial services offices throughout the Southeastern United States. The bank has grown to become a trusted source of banking in the South, providing strategic financial solutions, asset-based lending, retirement plan administration, trust services, and investment management for individuals, small businesses, community banks, credit unions, and institutional clients. Renasant, with over 2,400 employees, serves both retail and institutional customers.
Investment Strategy
Renasant Bank follows a diversified financial services strategy, focusing on both traditional banking and specialized financial solutions for individuals, business clients, and institutional partners. The bank offers asset-based lending, structured solutions, treasury services, wealth management, and investment planning. Its investment philosophy balances flexibility with risk management — prioritizing strategic growth through customer-centered care, efficient liquidity management, prudent retirement planning, and tailored advisory services, including repo and securities-based asset management for institutional clients.
Top Holdings
Equity Positions (143)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A ACIO | ETF SER SOLUTIONS | 5.09% | $7.6M | 184,249 | $39.12 | $41.40 | +$687.1K |
M MSFT | MICROSOFT CORP COM | 3.06% | $4.6M | 9,205 | $257.72 | $497.41 | +$971.2K |
V VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 3.01% | $4.5M | 78,978 | $49.23 | $57.01 | -$77.2K |
H HELO | J P MORGAN EXCHANGE TRADED FD | 2.59% | $3.9M | 61,949 | $59.69 | $62.58 | +$115.3K |
D DRSK | ETF SER SOLUTIONS | 2.56% | $3.8M | 133,219 | $27.33 | $28.74 | +$555.9K |