Cadence Bank Portfolio Holdings

Cadence Bank

  • $1.38 Billion
  • Q1 2025

Cadence Bank has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.38 Billion distributed in 584 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Murphy Usa Inc. with a value of $195M, Vanguard Mega Cap ETF with a value of $85.9M, Microsoft Corp with a value of $51.2M, Murphy Oil Corp with a value of $49.8M, and Apple Inc. with a value of $45.9M.

Examining the 13F form we can see an decrease of $78.4M in the current position value, from $1.46B to 1.38B.

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 $1.38 Billion
ETFs: $285 Million
Consumer Cyclical: $267 Million
Technology: $230 Million
Energy: $131 Million
Financial Services: $129 Million
Consumer Defensive: $108 Million
Healthcare: $85.3 Million
Industrials: $74.9 Million
Other: $69.3 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$9.52B
$195 Million 14.12% of portfolio
414,675
Q4 2024 Reduced 0.01%
$3.81T
$51.2 Million 3.71% of portfolio
136,295
Q1 2025 Added 0.81%
$3.85B
$49.8 Million 3.61% of portfolio
1,754,353
Q1 2025 Added 5.8%
$3.38T
$45.9 Million 3.33% of portfolio
206,616
Q1 2025 Reduced 0.03%
$116B
$38.1 Million 2.76% of portfolio
227,383
Q1 2025 Reduced 7.63%
$258B
$27 Million 1.96% of portfolio
307,974
Q1 2025 Reduced 0.9%
$465B
$25.2 Million 1.83% of portfolio
212,146
Q1 2025 Added 0.39%
$369B
$23.6 Million 1.71% of portfolio
138,569
Q1 2025 Reduced 0.77%
$431B
$22.9 Million 1.66% of portfolio
211,496
Q1 2025 Reduced 2.29%
$338B
$21.4 Million 1.55% of portfolio
102,353
Q1 2025 Added 1.05%
$6.39B
$20.1 Million 1.46% of portfolio
662,026
Q1 2025 Reduced 0.84%
$38.4B
$19.3 Million 1.4% of portfolio
172,424
Q1 2025 Added 1.46%
$61.8B
$17.3 Million 1.25% of portfolio
606,255
Q1 2025 Added 3.74%
$223B
$16.9 Million 1.22% of portfolio
127,335
Q1 2025 Reduced 14.11%
$166B
$16.3 Million 1.18% of portfolio
111,981
Q1 2025 Added 1.73%
$1.07T
$13.6 Million 0.99% of portfolio
88,099
Q1 2025 Added 0.61%
$280B
$12.5 Million 0.9% of portfolio
202,252
Q1 2025 Added 3.23%
$221B
$10.9 Million 0.79% of portfolio
34,817
Q1 2025 Reduced 0.96%
$59.7B
$10.7 Million 0.78% of portfolio
260,183
Q1 2025 Added 0.72%
$102B
$10.6 Million 0.77% of portfolio
173,116
Q1 2025 Added 2.1%
$6.37B
$10.4 Million 0.76% of portfolio
65,222
Q1 2025 Added 0.63%
$82.4B
$10.1 Million 0.73% of portfolio
37,102
Q1 2025 Added 3.16%
$724B
$9.45 Million 0.68% of portfolio
11,441
Q1 2025 Reduced 2.29%
$278B
$8.88 Million 0.64% of portfolio
55,924
Q1 2025 Reduced 46.9%
$200B
$8.63 Million 0.63% of portfolio
57,532
Q1 2025 Reduced 11.25%
$72.6B
$8.26 Million 0.6% of portfolio
75,071
Q1 2025 Added 1.71%
$173B
$8.15 Million 0.59% of portfolio
118,733
Q1 2025 Added 8.46%
$12.2B
$7.97 Million 0.58% of portfolio
413,944
Q1 2025 Added 1.36%
$59.4B
$7.89 Million 0.57% of portfolio
32,370
Q1 2025 Added 0.28%
$49.2B
$7.57 Million 0.55% of portfolio
181,074
Q1 2025 Added 4.77%
$2.28T
$7.48 Million 0.54% of portfolio
39,326
Q1 2025 Reduced 3.09%
$9.09B
$7.29 Million 0.53% of portfolio
273,191
Q1 2025 Added 2.26%
$69.4B
$7.02 Million 0.51% of portfolio
54,723
Q1 2025 Added 2.34%
$27.7B
$6.83 Million 0.49% of portfolio
37,212
Q1 2025 Added 0.49%
$136B
$6.83 Million 0.49% of portfolio
29,292
Q1 2025 Added 1.07%
$296B
$6.71 Million 0.49% of portfolio
40,122
Q1 2025 Added 0.41%
$138B
$6.57 Million 0.48% of portfolio
259,171
Q1 2025 Added 0.11%
$119B
$6.66 Million 0.48% of portfolio
74,111
Q1 2025 Reduced 0.17%
$31.4B
$6.43 Million 0.47% of portfolio
129,465
Q1 2025 Added 6.99%
$572B
$6.48 Million 0.47% of portfolio
18,496
Q1 2025 Added 0.05%
$530B
$6.4 Million 0.46% of portfolio
11,684
Q1 2025 Added 1.73%
$153B
$6.24 Million 0.45% of portfolio
169,199
Q1 2025 Added 2.35%
$171B
$6.25 Million 0.45% of portfolio
40,667
Q1 2025 Added 1.58%
$20.6B
$5.82 Million 0.42% of portfolio
82,740
Q1 2025 Added 0.43%
$16.6B
$5.53 Million 0.4% of portfolio
12,038
Q1 2025 Added 5.13%
$368B
$5.56 Million 0.4% of portfolio
15,169
Q1 2025 Reduced 0.16%
$91.9B
$5.27 Million 0.38% of portfolio
83,002
Q1 2025 Added 10.04%
$4.19B
$5.11 Million 0.37% of portfolio
125,237
Q1 2025 Added 1.77%
$211B
$5.08 Million 0.37% of portfolio
38,286
Q1 2025 Reduced 1.06%

Summary

  • Portfolio
  • No. of Stocks 584
  • Current Value $1.38 Billion
  • Prior Value $1.46 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 9 stocks
  • Additional Purchases 135 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 120 stocks
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