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
$4.32B
$5.67 Million 0.38% of portfolio
127,986
Q2 2025 Added 2.2%
$14.1B
$5.62 Million 0.37% of portfolio
12,470
Q2 2025 Added 3.59%
$28.6B
$5.53 Million 0.37% of portfolio
226,227
Q2 2025 Added 44.72%
$389B
$5.6 Million 0.37% of portfolio
15,265
Q2 2025 Added 0.63%
$276B
$5.36 Million 0.36% of portfolio
18,173
Q2 2025 Added 7.37%
$1.8B
$5.45 Million 0.36% of portfolio
111,378
Q2 2025 New
$37.6B
$5.21 Million 0.35% of portfolio
68,780
Q2 2025 Added 2.8%
$216B
$5.22 Million 0.35% of portfolio
38,363
Q2 2025 Added 0.2%
$48.3B
$4.99 Million 0.33% of portfolio
9,350
Q2 2025 Added 0.7%
$15.1B
$4.63 Million 0.31% of portfolio
80,071
Q2 2025 Reduced 3.23%
$298B
$4.59 Million 0.31% of portfolio
64,946
Q2 2025 Reduced 4.85%
$494B
$4.55 Million 0.3% of portfolio
29,796
Q2 2025 Reduced 0.64%
$621B
$4.37 Million 0.29% of portfolio
9,002
Q2 2025 Added 2.19%
$429B
$4.34 Million 0.29% of portfolio
91,773
Q2 2025 Added 3.06%
$84.4B
$4.1 Million 0.27% of portfolio
19,263
Q2 2025 Added 2.94%
$135B
$3.97 Million 0.26% of portfolio
17,234
Q2 2025 Added 0.68%
$152B
$3.68 Million 0.25% of portfolio
10,320
Q2 2025 Added 0.12%
$158B
$3.47 Million 0.23% of portfolio
11,593
Q2 2025 Reduced 0.91%
$403B
$3.51 Million 0.23% of portfolio
3,542
Q2 2025 Added 0.37%
$117B
$3.45 Million 0.23% of portfolio
4,706
Q2 2025 Added 0.02%
$52B
$3.29 Million 0.22% of portfolio
114,290
Q2 2025 Added 2.53%
$1.46T
$3.37 Million 0.22% of portfolio
4,568
Q2 2025 Added 0.53%
$218B
$3.12 Million 0.21% of portfolio
39,362
Q2 2025 Added 0.79%
$79.5B
$3.02 Million 0.2% of portfolio
24,134
Q2 2025 Reduced 0.99%
$65.6B
$2.91 Million 0.19% of portfolio
11,359
Q2 2025 Added 0.08%
$1.72T
$2.84 Million 0.19% of portfolio
16,016
Q2 2025 Reduced 0.06%
$82.9B
$2.77 Million 0.18% of portfolio
28,000
Q2 2025 Added 0.06%
$3.23B
$2.66 Million 0.18% of portfolio
69,273
Q2 2025 Added 8.71%
$47.3B
$2.58 Million 0.17% of portfolio
4,548
Q2 2025 Added 1.88%
$1.56T
$2.61 Million 0.17% of portfolio
11,529
Q2 2025 Reduced 0.68%
$269B
$2.42 Million 0.16% of portfolio
3,426
Q2 2025 Added 0.35%
$1.91B
$2.38 Million 0.16% of portfolio
66,216
Q2 2025 Added 1.53%
$177B
$2.35 Million 0.16% of portfolio
12,061
Q2 2025 Reduced 2.69%
$63B
$2.29 Million 0.15% of portfolio
8,541
Q2 2025 New
$123B
$2.2 Million 0.15% of portfolio
6,816
Q2 2025 Added 0.72%
$157B
$2.3 Million 0.15% of portfolio
11,643
Q2 2025 Reduced 0.71%
$51.8B
$2.28 Million 0.15% of portfolio
11,305
Q2 2025 Reduced 0.63%
$7.29B
$2.19 Million 0.15% of portfolio
30,837
Q2 2025 New
$40.2B
$2.2 Million 0.15% of portfolio
26,162
Q2 2025 Added 0.22%
$61.7B
$2.17 Million 0.15% of portfolio
6,638
Q2 2025 Added 2.14%
$270B
$2.07 Million 0.14% of portfolio
6,504
Q2 2025 Reduced 0.17%
$5.68B
$1.95 Million 0.13% of portfolio
19,588
Q2 2025 Reduced 1.18%
$150B
$1.94 Million 0.13% of portfolio
17,466
Q2 2025 Added 111.94%
$188B
$2.01 Million 0.13% of portfolio
2,557
Q2 2025 Added 0.16%
$113B
$1.92 Million 0.13% of portfolio
21,354
Q2 2025 Added 0.12%
$5.93B
$1.97 Million 0.13% of portfolio
21,900
Q2 2025 Added 1,385.75%
$67B
$1.83 Million 0.12% of portfolio
59,049
Q2 2025 Added 0.45%
$158B
$1.87 Million 0.12% of portfolio
4,836
Q2 2025 Added 0.29%
$167B
$1.82 Million 0.12% of portfolio
42,044
Q2 2025 Added 1.24%

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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