Summit Wealth Group (Colorado)’s Renasant Corp RNST Stock Holding History

Summit Wealth Group (Colorado)’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 Q3	$605K	Sell	15,550 -1,457	-9%	-$61.2K	0.04%	235
2026 Q2	$723K	Buy	17,007 +3,939	+30%	+$159K	0.06%	168
2026 Q1	$472K	Buy	13,068 +5,375	+70%	+$202K	0.05%	187
2025 Q4	$271K	Buy	+7,693	New	+$273K	0.04%	223
2025 Q3	–	Sell	-8,512	Closed	-$306K	–	597
2025 Q2	$306K	Buy	+8,512	New	+$284K	0.08%	177

Other funds holding RNST

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

Summit Wealth Group (Colorado)'s RNST Position: Q3 2026 in Review

Summit Wealth Group (Colorado) reduced its Renasant Corp (RNST) stake by 8.6% in Q3 2026, selling an estimated $61.2K and leaving 15,550 shares worth $605K. The position accounts for 0.04% of the portfolio, ranked #235.

Summit Wealth Group (Colorado) first reported a position in RNST in Q2 2025 and has held it in 5 quarters since. The position peaked at $723K in Q2 2026. 160 funds tracked by Wall St. Rank hold RNST as of Q3 2026.

Summit Wealth Group (Colorado) held 15,550 shares of Renasant Corp worth $605K as of Q3 2026.
Summit Wealth Group (Colorado) sold 1,457 Renasant Corp shares in Q3 2026, an estimated $61.2K.
Renasant Corp made up 0.04% of Summit Wealth Group (Colorado)'s portfolio in Q3 2026, its #235 holding.
Summit Wealth Group (Colorado) first reported a position in Renasant Corp in Q2 2025 and has held it in 5 quarters since.
Summit Wealth Group (Colorado)'s Renasant Corp position peaked at $723K in Q2 2026.
160 funds tracked by Wall St. Rank held Renasant Corp as of Q3 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q3 2026, filed 29 Oct 2026.