Cadence Bank’s Alerian MLP ETF AMLP Stock Holding History

Cadence Bank’s Portfolio AMLP Stock Details AMLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-5,191	Closed	-$244K	–	333
2025 Q3	$244K	Hold	5,191	–	–	0.01%	300
2025 Q2	$254K	Hold	5,191	–	–	0.02%	297
2025 Q1	$270K	Buy	+5,191	New	+$267K	0.02%	287

Other funds holding AMLP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AIM

Allen Investment Management New York $8.09B AUM 16.78% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Cadence Bank's AMLP Position: Q4 2025 in Review

Cadence Bank sold out of Alerian MLP ETF (AMLP) in Q4 2025, closing a stake of 5,191 shares — an estimated $244K sold.

Cadence Bank first reported a position in AMLP in Q1 2025 and held it in 3 quarters. The position peaked at $270K in Q1 2025. 775 funds tracked by Wall St. Rank hold AMLP as of Q4 2025.

Cadence Bank reported no remaining Alerian MLP ETF position as of Q4 2025 after selling out during the quarter.
Cadence Bank sold 5,191 Alerian MLP ETF shares in Q4 2025, an estimated $244K.
Cadence Bank first reported a position in Alerian MLP ETF in Q1 2025 and held it in 3 quarters.
Cadence Bank's Alerian MLP ETF position peaked at $270K in Q1 2025.
775 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2025.

Based on Cadence Bank's 13F filing for Q4 2025, filed 30 Jan 2026.