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
$8.25B
$765,000 0.05% of portfolio
40,419
Q2 2025 New
$48.9B
$730,000 0.05% of portfolio
12,933
Q2 2025 Added 5.55%
$5.6B
$696,000 0.05% of portfolio
7,847
Q2 2025 Reduced 1.31%
$191B
$675,000 0.05% of portfolio
7,244
Q2 2025 Reduced 0.44%
$330B
$610,000 0.04% of portfolio
7,617
Q2 2025 Added 9.08%
$266B
$618,000 0.04% of portfolio
5,111
Q2 2025 Reduced 1.54%
$14B
$544,000 0.04% of portfolio
3,745
Q2 2025 Reduced 1.24%
$70.5B
$546,000 0.04% of portfolio
8,703
Q2 2025 Added 2.27%
$9.84B
$647,000 0.04% of portfolio
17,670
Q4 2024 Reduced 11.47%
$2.28B
$584,000 0.04% of portfolio
16,025
Q3 2024 Reduced 3.61%
$1.35B
$623,000 0.04% of portfolio
41,000
Q4 2024 New
$153B
$647,000 0.04% of portfolio
10,590
Q2 2025 Reduced 0.56%
$14.9B
$643,000 0.04% of portfolio
11,504
Q2 2025 Reduced 39.9%
$61.8B
$548,000 0.04% of portfolio
5,287
Q2 2025 Reduced 2.96%
$8.63B
$539,000 0.04% of portfolio
14,571
Q2 2025 Added 0.5%
$82.5B
$633,000 0.04% of portfolio
4,749
Q2 2025 Reduced 0.04%
$38B
$592,000 0.04% of portfolio
7,275
Q2 2025 Added 0.01%
$202B
$636,000 0.04% of portfolio
110
Q2 2023 New
$14.7B
$635,000 0.04% of portfolio
7,865
Q1 2025 Reduced 2.02%
$18B
$542,000 0.04% of portfolio
16,713
Q2 2025 Reduced 1.12%
$120B
$521,000 0.03% of portfolio
2,487
Q2 2025 Added 2.22%
$115B
$433,000 0.03% of portfolio
4,122
Q2 2025 Added 7.74%
$9.97B
$500,000 0.03% of portfolio
20,443
Q2 2025 Reduced 0.42%
$2.68B
$423,000 0.03% of portfolio
20,000
Q4 2021 New
$19.5B
$481,000 0.03% of portfolio
5,793
Q2 2025 Added 2.64%
$5.29B
$478,000 0.03% of portfolio
9,677
Q2 2025 Reduced 4.7%
$2.76B
$524,000 0.03% of portfolio
40,097
Q2 2025 Added 2.72%
$338B
$380,000 0.03% of portfolio
1,477
Q2 2025 Added 3.0%
$35.8B
$382,000 0.03% of portfolio
2,335
Q2 2025 Added 0.13%
$1.44T
$391,000 0.03% of portfolio
1,233
Q2 2025 Added 0.49%
$40.4B
$417,000 0.03% of portfolio
3,235
Q2 2025 Reduced 9.28%
$22.3B
$479,000 0.03% of portfolio
4,195
Q4 2024 New
$5.51B
$488,000 0.03% of portfolio
22,214
Q2 2025 Reduced 9.14%
$24.1B
$420,000 0.03% of portfolio
11,458
Q2 2025 Added 1.73%
$3.95B
$402,000 0.03% of portfolio
11,489
Q3 2024 Reduced 10.26%
$34.5B
$427,000 0.03% of portfolio
4,262
Q1 2025 Added 0.61%
$64.3B
$460,000 0.03% of portfolio
5,061
Q2 2025 Reduced 2.32%
$13.6B
$249,000 0.02% of portfolio
4,001
Q2 2025 Added 0.03%
$11B
$227,000 0.02% of portfolio
2,316
Q1 2024 Reduced 2.85%
$17B
$293,000 0.02% of portfolio
11,427
Q3 2023 Reduced 0.61%
$135B
$313,000 0.02% of portfolio
793
Q2 2025 Added 1.8%
$92B
$360,000 0.02% of portfolio
2,368
Q2 2025 Reduced 1.7%
$10B
$243,000 0.02% of portfolio
3,590
Q2 2025 Reduced 89.1%
$51.9B
$265,000 0.02% of portfolio
24,500
Q2 2025 Added 0.05%
$43.3B
$301,000 0.02% of portfolio
2,557
Q2 2025 Added 0.04%
$103B
$319,000 0.02% of portfolio
4,628
Q2 2025 Added 1.6%
$16.8B
$252,000 0.02% of portfolio
9,525
Q2 2025 Reduced 13.41%
$45.8B
$228,000 0.02% of portfolio
5,258
Q2 2025 Reduced 1.98%
$21.6B
$265,000 0.02% of portfolio
3,317
Q3 2019 New

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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