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Root Financial Partners’s Renasant Corp RNST Stock Holding History

Root Financial Partners’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
Q2 		– Sell
-321
Closed -$11.6K – 2581
2026
Q1 		$11.6K Buy
321
+117
+57% +$4.4K ﹤0.01% 1608
2025
Q4 		$7.18K Buy
204
+64
+46% +$2.27K ﹤0.01% 1637
2025
Q3 		$5.17K Buy
+140
New +$5.3K ﹤0.01% 1711

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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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Root Financial Partners's RNST Position: Q2 2026 in Review

Root Financial Partners sold out of Renasant Corp (RNST) in Q2 2026, closing a stake of 321 shares — an estimated $11.6K sold.

Root Financial Partners first reported a position in RNST in Q3 2025 and held it in 3 quarters. The position peaked at $11.6K in Q1 2026. 304 funds tracked by Wall St. Rank hold RNST as of Q2 2026.

  • Root Financial Partners reported no remaining Renasant Corp position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 321 Renasant Corp shares in Q2 2026, an estimated $11.6K.
  • Root Financial Partners first reported a position in Renasant Corp in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Renasant Corp position peaked at $11.6K in Q1 2026.
  • 304 funds tracked by Wall St. Rank held Renasant Corp as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.