Vault-13

CADENCE BANK BXS

COM · Common Stock · CUSIP 12740C103 · ISIN US12740C1036

2 institutional holders -417 vs Q4 2025
5,4755.5k shares reported held*
$234.5kreported value*
0 new 0 added 0 reduced 405 sold out net sold ≈ $5.9bn (-138.5m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $42.83.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

0200400600Q3 22: 312Q4 22: 312Q1 23: 287Q2 23: 268Q3 23: 258Q4 23: 289Q1 24: 286Q2 24: 297Q3 24: 329Q4 24: 339Q1 25: 355Q2 25: 363Q3 25: 400Q4 25: 419Q1 26: 22Q3 22Q3 23Q3 24Q3 25Q1 26
Numbers
QuarterHolders
Q3 2022312
Q4 2022312
Q1 2023287
Q2 2023268
Q3 2023258
Q4 2023289
Q1 2024286
Q2 2024297
Q3 2024329
Q4 2024339
Q1 2025355
Q2 2025363
Q3 2025400
Q4 2025419
Q1 20262

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
5000500Q2 24: 129 bought or addedQ2 24: 122 cut or sold outQ3 24: 165 bought or addedQ3 24: 117 cut or sold outQ3 24Q4 24: 153 bought or addedQ4 24: 137 cut or sold outQ1 25: 175 bought or addedQ1 25: 135 cut or sold outQ1 25Q2 25: 180 bought or addedQ2 25: 166 cut or sold outQ3 25: 201 bought or addedQ3 25: 140 cut or sold outQ3 25Q4 25: 173 bought or addedQ4 25: 200 cut or sold outQ1 26: 0 bought or addedQ1 26: 405 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 2024129122
Q3 2024165117
Q4 2024153137
Q1 2025175135
Q2 2025180166
Q3 2025201140
Q4 2025173200
Q1 20260405

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$1m$2m$3m$4mQ2 25 calls: $526.8kQ2 25 puts: $236.0kQ2 25P/C 0.45Q3 25 calls: $3.6mQ3 25 puts: $18.0kQ3 25P/C 0.00Q4 25 calls: $1.3mQ4 25 puts: $21.4kQ4 25P/C 0.02Q1 26 calls: $0Q1 26 puts: $0Q1 26P/C —
Numbers
QuarterCallsPutsP/C
Q2 2025$526.8k$236.0k0.45
Q3 2025$3.6m$18.0k0.00
Q4 2025$1.3m$21.4k0.02
Q1 2026$0$0—

Biggest buyers

None

Biggest sellers

BlackRock, Inc. Sold out -17,969,408-18.0m
DIMENSIONAL FUND ADVISORS LP Sold out -9,847,224-9.8m
STATE STREET CORP Sold out -8,839,696-8.8m
Pentwater Capital Management LP Sold out -6,230,000-6.2m
WELLINGTON MANAGEMENT GROUP LLP Sold out -6,173,767-6.2m
FULLER & THALER ASSET MANAGEMENT, INC. Sold out -5,329,570-5.3m
FMR LLC Sold out -4,927,404-4.9m
GEODE CAPITAL MANAGEMENT, LLC Sold out -4,626,569-4.6m
GOLDMAN SACHS GROUP INC Sold out -3,891,385-3.9m
Balyasny Asset Management L.P. Sold out -3,675,033-3.7m

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

No one currently above 5% in the filings since 19 Dec 2024.

Fell to 5% or below in the last year: DIMENSIONAL FUND ADVISORS LP (0.0%, 2026-04-09), WELLINGTON MANAGEMENT GROUP LLP (3.4%, 2026-02-10), STATE STREET CORP (4.8%, 2026-02-09), VANGUARD GROUP INC (4.1%, 2026-02-05)

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Ethos Financial Group, LLC 0.02% of their portfolio KING OF PRUSSIA, PA 5,3885.4k $230.8k $230.8k 0.02% Unchanged
2 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 8787 $3.7k $3.7k 0.00% Unchanged