Cadence Bank’s Franklin Resources BEN Stock Holding History

Cadence Bank’s Portfolio BEN Stock Details BEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$10.3M	Buy	433,043 +2,718	+0.6%	+$62.4K	0.61%	34
2025 Q3	$9.95M	Buy	430,325 +9,002	+2%	+$222K	0.6%	35
2025 Q2	$10M	Buy	421,323 +7,379	+2%	+$152K	0.66%	33
2025 Q1	$7.97M	Buy	413,944 +5,555	+1%	+$111K	0.57%	38
2024 Q4	$8.29M	Buy	408,389 +7,261	+2%	+$153K	0.56%	38
2024 Q3	$8.08M	Buy	401,128 +162,257	+68%	+$3.5M	0.56%	39
2024 Q2	$5.34M	Buy	238,871 +4,380	+2%	+$105K	0.4%	52
2024 Q1	$6.59M	Buy	234,491 +670	+0.3%	+$18.5K	0.48%	49
2023 Q4	$6.97M	Sell	233,821 -505	-0.2%	-$12.6K	0.57%	40
2023 Q3	$5.76M	Buy	234,326 +1,895	+0.8%	+$51.3K	0.51%	44
2023 Q2	$6.21M	Buy	232,431 +950	+0.4%	+$24.6K	0.54%	43
2023 Q1	$6.24M	Buy	231,481 +2,828	+1%	+$82.6K	0.57%	41
2022 Q4	$6.03M	Buy	228,653 +619	+0.3%	+$15.4K	0.56%	43
2022 Q3	$4.91M	Buy	228,034 +2,705	+1%	+$69.5K	0.51%	46
2022 Q2	$5.25M	Buy	+225,329	New	+$5.76M	0.75%	40

Other funds holding BEN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

PCOC

Power Corp of Canada Montreal, Quebec, Canada $745M AUM 22.7% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

ACL

Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return

Cadence Bank's BEN Position: Q4 2025 in Review

Cadence Bank increased its Franklin Resources (BEN) stake by 0.63% in Q4 2025, buying an estimated $62.4K and bringing the position to 433,043 shares worth $10.3M. The position accounts for 0.61% of the portfolio, ranked #34.

Cadence Bank first reported a position in BEN in Q2 2022 and has held it in 15 quarters since. 572 funds tracked by Wall St. Rank hold BEN as of Q4 2025.

Cadence Bank held 433,043 shares of Franklin Resources worth $10.3M as of Q4 2025.
Cadence Bank bought 2,718 Franklin Resources shares in Q4 2025, an estimated $62.4K.
Franklin Resources made up 0.61% of Cadence Bank's portfolio in Q4 2025, its #34 holding.
Cadence Bank first reported a position in Franklin Resources in Q2 2022 and has held it in 15 quarters since.
572 funds tracked by Wall St. Rank held Franklin Resources as of Q4 2025.

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