Cadence Bank

Q3 2025 13F-HR Holdings

Location
Tupelo, MS
Holdings as of
9/30/2025
Date filed
11/13/2025
Form type
13F-HR
Num holdings
337
Total value ($000)
$1,647,902
Net value change ($000)
+129,042 (8.5%)
New positions
14
Sold out positions
15
Turnover %
1.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/14/2025 Next filing: 1/30/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
CADE 24,381 114.5%
MUR 10,279 26.0%
GOOGL 10,008 37.3%
MGC 9,928 10.4%
AVGO 9,724 15.4%
AAPL 9,058 20.8%
COLB 8,591 NEW
WMT 8,094 28.3%
NVDA 5,574 16.5%
VOO 3,653 51.5%
Top Reduces (Value $000, Stocks/ETFs)
MUSA -7,688 -4.6%
SLB -6,253 -100.0%
STZ -5,748 -92.8%
LYB -4,267 -92.1%
PZZA -2,742 -50.3%
JEPI -2,493 -25.1%
UPS -1,525 -20.6%
FISV -1,055 -25.4%
META -1,013 -30.0%
CAG -1,012 -13.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type