Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Renasant Corp RNST Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio RNST Stock Details RNST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$103K Buy
2,846
+18
+0.6% +$677 ﹤0.01% 3243
2025
Q4 		$100K Sell
2,828
-42
-1% -$1.49K ﹤0.01% 3060
2025
Q3 		$106K Sell
2,870
-71
-2% -$2.69K ﹤0.01% 2945
2025
Q2 		$106K Buy
2,941
+1,611
+121% +$53.7K ﹤0.01% 2663
2025
Q1 		$45K Buy
1,330
+398
+43% +$14.4K ﹤0.01% 3066
2024
Q4 		$33K Buy
932
+311
+50% +$11K ﹤0.01% 3108
2024
Q3 		$20K Buy
621
+309
+99% +$10.3K ﹤0.01% 3363
2024
Q2 		$10K Buy
312
+229
+276% +$6.81K ﹤0.01% 3562
2024
Q1 		$3K Buy
83
+61
+277% +$1.91K ﹤0.01% 3887
2023
Q4 		$1K Sell
22
-112
-84% -$3.14K ﹤0.01% 4030
2023
Q3 		$4K Hold
134
– – ﹤0.01% 3593
2023
Q2 		$4K Sell
134
-736
-85% -$20.4K ﹤0.01% 3558
2023
Q1 		$27K Buy
870
+91
+12% +$3.18K ﹤0.01% 2298
2022
Q4 		$29K Buy
779
+15
+2% +$567 ﹤0.01% 2112
2022
Q3 		$24K Buy
764
+103
+16% +$3.35K ﹤0.01% 2119
2022
Q2 		$19K Buy
661
+522
+376% +$16K ﹤0.01% 2156
2022
Q1 		$5K Buy
139
+12
+9% +$440 ﹤0.01% 2866
2021
Q4 		$5K Buy
+127
New +$4.81K ﹤0.01% 2755
2021
Q2 		$4K Hold
102
– – ﹤0.01% 2463
2021
Q1 		$4K Hold
102
– – ﹤0.01% 2463
2020
Q4 		$4K Hold
102
– – ﹤0.01% 2462
2020
Q3 		$4K Hold
102
– – ﹤0.01% 2462
2020
Q2 		$4K Hold
102
– – ﹤0.01% 2462
2020
Q1 		$4K Hold
102
– – ﹤0.01% 2462
2019
Q4 		$4K Hold
102
– – ﹤0.01% 2461
2019
Q3 		$4K Hold
102
– – ﹤0.01% 2461
2019
Q2 		$4K Hold
102
– – ﹤0.01% 2461
2019
Q1 		$4K Buy
+102
New +$3.63K ﹤0.01% 2459

Other funds holding RNST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Carson Wealth (CWM LLC)'s RNST Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Renasant Corp (RNST) stake by 0.64% in Q1 2026, buying an estimated $677 and bringing the position to 2,846 shares worth $103K. The position accounts for ﹤0.01% of the portfolio, ranked #3243.

Carson Wealth (CWM LLC) first reported a position in RNST in Q1 2019 and has held it in 28 quarters since. The position peaked at $106K in Q3 2025. 285 funds tracked by Wall St. Rank hold RNST as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,846 shares of Renasant Corp worth $103K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 18 Renasant Corp shares in Q1 2026, an estimated $677.
  • Renasant Corp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3243 holding.
  • Carson Wealth (CWM LLC) first reported a position in Renasant Corp in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Renasant Corp position peaked at $106K in Q3 2025.
  • 285 funds tracked by Wall St. Rank held Renasant Corp as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.