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.
Latest 13F Filing Activity
Cadence Bank filed their most recent 13F report on Jun 30, 2025 disclosing 336 equity positions with a total 13F market value of $2B. The fund increased holdings in Broadcom Inc., Microsoft Corp., Alphabet Inc. among other positions. Cadence Bank reduced exposure to Murphy USA Inc., Murphy Oil Corp., Abbvie Inc. among others.
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 |