Cadence Bank Portfolio Holdings

Cadence Bank

  • $1.5 Billion
  • Q2 2025

Cadence Bank has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.5 Billion distributed in 612 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Murphy Usa Inc. with a value of $169M, Vanguard Mega Cap ETF with a value of $95.2M, Microsoft Corp with a value of $69M, Broadcom Inc. with a value of $63.2M, and Apple Inc. with a value of $43.5M.

Examining the 13F form we can see an increase of $118M in the current position value, from $1.38B to 1.5B.

Cadence Bank is based out at Tupelo, MS

Below you can find more details about Cadence Bank portfolio as well as his latest detailed transactions.

Portfolio value $1.5 Billion
ETFs: $315 Million
Technology: $299 Million
Consumer Cyclical: $256 Million
Financial Services: $153 Million
Energy: $125 Million
Consumer Defensive: $116 Million
Industrials: $77.3 Million
Healthcare: $71 Million
Other: $85.4 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$8.77B
$169 Million 11.26% of portfolio
414,675
Q4 2024 Reduced 0.01%
$3.95T
$69 Million 4.6% of portfolio
138,708
Q2 2025 Added 1.77%
$127B
$63.2 Million 4.22% of portfolio
229,290
Q2 2025 Added 0.84%
$3.69T
$43.5 Million 2.91% of portfolio
212,176
Q2 2025 Added 2.69%
$3.61B
$39.5 Million 2.64% of portfolio
1,757,285
Q2 2025 Added 0.17%
$456B
$33.8 Million 2.26% of portfolio
214,218
Q2 2025 Added 1.29%
$281B
$28.6 Million 1.91% of portfolio
292,024
Q2 2025 Reduced 5.18%
$1.21T
$26.8 Million 1.79% of portfolio
152,127
Q2 2025 Added 72.68%
$442B
$23 Million 1.53% of portfolio
212,988
Q2 2025 Added 0.4%
$368B
$22 Million 1.47% of portfolio
138,047
Q2 2025 Reduced 0.38%
$6.45B
$21.3 Million 1.42% of portfolio
666,000
Q2 2025 Added 0.6%
$162B
$21.1 Million 1.41% of portfolio
115,246
Q2 2025 Added 2.92%
$229B
$19 Million 1.27% of portfolio
130,034
Q2 2025 Added 2.12%
$39.1B
$18.8 Million 1.25% of portfolio
174,797
Q2 2025 Added 1.38%
$59.7B
$18.1 Million 1.21% of portfolio
614,612
Q2 2025 Added 1.38%
$859B
$15.6 Million 1.04% of portfolio
53,692
Q2 2025 Reduced 1.32%
$58.4B
$13.4 Million 0.89% of portfolio
311,224
Q2 2025 Added 19.62%
$202B
$13.2 Million 0.88% of portfolio
99,928
Q2 2025 Added 73.69%
$351B
$11.7 Million 0.78% of portfolio
63,270
Q2 2025 Reduced 38.18%
$94.4B
$11.7 Million 0.78% of portfolio
164,280
Q2 2025 Added 97.92%
$86.2B
$11.2 Million 0.75% of portfolio
38,376
Q2 2025 Added 3.43%
$6.08B
$10.6 Million 0.71% of portfolio
67,280
Q2 2025 Added 3.16%
$222B
$10.6 Million 0.71% of portfolio
36,412
Q2 2025 Added 4.58%
$261B
$10.4 Million 0.69% of portfolio
56,967
Q2 2025 Added 1.87%
$12.8B
$10 Million 0.67% of portfolio
421,323
Q2 2025 Added 1.78%
$36.7B
$9 Million 0.6% of portfolio
73,370
Q2 2025 Added 70.12%
$608B
$8.84 Million 0.59% of portfolio
11,343
Q2 2025 Reduced 0.86%
$24.3B
$8.76 Million 0.58% of portfolio
90,776
Q2 2025 Added 896.01%
$2.26T
$8.59 Million 0.57% of portfolio
39,175
Q2 2025 Reduced 0.38%
$99B
$8.27 Million 0.55% of portfolio
178,573
Q2 2025 Added 3.15%
$1.78B
$8.01 Million 0.53% of portfolio
181,891
Q2 2025 New
$173B
$7.83 Million 0.52% of portfolio
114,108
Q2 2025 Reduced 3.9%
$30.2B
$7.86 Million 0.52% of portfolio
135,008
Q2 2025 Added 4.28%
$60B
$7.69 Million 0.51% of portfolio
33,835
Q2 2025 Added 4.53%
$9.35B
$7.53 Million 0.5% of portfolio
367,860
Q2 2025 Added 34.65%
$63.8B
$7.39 Million 0.49% of portfolio
73,218
Q2 2025 Reduced 2.47%
$19.8B
$7.4 Million 0.49% of portfolio
111,601
Q2 2025 Added 49.24%
$7.62B
$7.29 Million 0.49% of portfolio
140,502
Q2 2025 Added 75.89%
$138B
$7.02 Million 0.47% of portfolio
289,803
Q2 2025 Added 11.82%
$69.2B
$6.78 Million 0.45% of portfolio
56,719
Q2 2025 Added 3.65%
$122B
$6.71 Million 0.45% of portfolio
77,002
Q2 2025 Added 3.9%
$173B
$6.75 Million 0.45% of portfolio
42,358
Q2 2025 Added 4.16%
$551B
$6.58 Million 0.44% of portfolio
18,522
Q2 2025 Added 0.14%
$548B
$6.58 Million 0.44% of portfolio
11,712
Q2 2025 Added 0.24%
$152B
$6.52 Million 0.44% of portfolio
29,384
Q2 2025 Added 0.31%
$46.7B
$6.25 Million 0.42% of portfolio
185,010
Q2 2025 Added 2.17%
$141B
$6.1 Million 0.41% of portfolio
171,034
Q2 2025 Added 1.08%
$27.4B
$6.19 Million 0.41% of portfolio
38,056
Q2 2025 Added 2.27%
$302B
$5.79 Million 0.39% of portfolio
40,450
Q2 2025 Added 0.82%

Summary

  • Portfolio
  • No. of Stocks 612
  • Current Value $1.5 Billion
  • Prior Value $1.38 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 24 stocks
  • Additional Purchases 166 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 96 stocks
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