Cadence Bank
Cadence Bank is a regional commercial bank and financial services provider headquartered in Tupelo, Mississippi, United States. Founded in 1876, the bank serves individuals, businesses, governmental institutions, and non-profit entities. It operates across Corporate Banking, Community Banking, Mortgage, and Banking Services segments, offering a wide range of deposit products, loans, wealth management, investment, asset management, and fiduciary services. Cadence Bank has approximately 5,335 employees.
Investment Strategy
Cadence Bank, as a regional commercial bank, primarily focuses on serving the financial needs of individuals, businesses, and community organizations. Its strategy encompasses providing a full range of deposit and lending products, wealth management and trust services, asset management, and retirement and estate solutions. The bank emphasizes relationship-based banking, risk management, and supporting local economic development through commercial, consumer, industrial, and real estate lending.
Top Holdings
Equity Positions (336)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MUSA | MURPHY USA INC | 11.11% | $168.7M | 414,675 | $80.39 | $406.80 | -$26.1M |
M MGC | VANGUARD WORLD FD | 6.27% | $95.2M | 423,464 | $102.36 | $224.92 | +$9.4M |
M MSFT | MICROSOFT CORP | 4.54% | $69.0M | 138,708 | $183.17 | $497.41 | +$17.8M |
A AVGO | BROADCOM INC | 4.16% | $63.2M | 229,290 | $38.17 | $275.65 | +$25.1M |
A AAPL | APPLE INC | 2.87% | $43.5M | 212,176 | $103.09 | $205.17 | -$2.4M |