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Cadence Bank’s Bank of America BAC Stock Holding History

Cadence Bank’s Portfolio BAC Stock Details BAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$7.36M Buy
133,752
+11,839
+10% +$626K 0.43% 50
2025
Q3 		$6.29M Buy
121,913
+30,140
+33% +$1.47M 0.38% 59
2025
Q2 		$4.34M Buy
91,773
+2,727
+3% +$115K 0.29% 77
2025
Q1 		$3.72M Buy
89,046
+673
+0.8% +$30K 0.27% 77
2024
Q4 		$3.88M Sell
88,373
-1,653
-2% -$72.7K 0.26% 80
2024
Q3 		$3.57M Sell
90,026
-3,174
-3% -$127K 0.25% 83
2024
Q2 		$3.71M Buy
93,200
+206
+0.2% +$7.89K 0.28% 76
2024
Q1 		$3.53M Buy
92,994
+815
+0.9% +$28K 0.26% 81
2023
Q4 		$3.1M Buy
92,179
+4,062
+5% +$118K 0.25% 80
2023
Q3 		$2.41M Sell
88,117
-1,409
-2% -$41.7K 0.21% 88
2023
Q2 		$2.57M Sell
89,526
-827
-0.9% -$23.6K 0.22% 86
2023
Q1 		$2.58M Buy
90,353
+631
+0.7% +$20.8K 0.24% 88
2022
Q4 		$2.97M Buy
89,722
+13,106
+17% +$451K 0.27% 81
2022
Q3 		$2.31M Buy
+76,616
New +$2.56M 0.24% 89

Other funds holding BAC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Cadence Bank's BAC Position: Q4 2025 in Review

Cadence Bank increased its Bank of America (BAC) stake by 9.7% in Q4 2025, buying an estimated $626K and bringing the position to 133,752 shares worth $7.36M. The position accounts for 0.43% of the portfolio, ranked #50.

Cadence Bank first reported a position in BAC in Q3 2022 and has held it in 14 quarters since. 3,599 funds tracked by Wall St. Rank hold BAC as of Q4 2025.

  • Cadence Bank held 133,752 shares of Bank of America worth $7.36M as of Q4 2025.
  • Cadence Bank bought 11,839 Bank of America shares in Q4 2025, an estimated $626K.
  • Bank of America made up 0.43% of Cadence Bank's portfolio in Q4 2025, its #50 holding.
  • Cadence Bank first reported a position in Bank of America in Q3 2022 and has held it in 14 quarters since.
  • 3,599 funds tracked by Wall St. Rank held Bank of America as of Q4 2025.

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