Cadence Bank

Q4 2025 13F-HR Holdings

Location
Tupelo, MS
Holdings as of
12/31/2025
Date filed
1/30/2026
Form type
13F-HR
Num holdings
333
Total value ($000)
$1,708,771
Net value change ($000)
+60,869 (3.7%)
New positions
21
Sold out positions
26
Turnover %
2.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/13/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
GOOGL 11,041 30.0%
CADE 8,941 19.6%
TOTALENERGIES SE 7,563 NEW
AMAT 6,405 27.1%
MUSA 6,328 3.9%
MUR 4,825 9.7%
CUBE 4,043 NEW
MGC 3,973 3.8%
AVGO 3,669 5.0%
WMT 3,637 9.9%
Top Reduces (Value $000, Stocks/ETFs)
TTE -6,899 -100.0%
CAG -6,518 -100.0%
CMCSA -5,124 -100.0%
GD -4,993 -37.8%
MSFT -3,442 -4.8%
LW -2,248 -27.1%
SIRI -1,799 -18.9%
BRK-B -1,627 -34.8%
FISV -1,604 -51.6%
MTN -1,458 -14.3%
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