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Cadence Bank’s Morgan Stanley MS Stock Holding History

Cadence Bank’s Portfolio MS Stock Details MS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$388K Buy
2,184
+1
+0% +$167 0.02% 259
2025
Q3 		$347K Buy
2,183
+64
+3% +$9.45K 0.02% 269
2025
Q2 		$299K Buy
2,119
+20
+1% +$2.46K 0.02% 280
2025
Q1 		$245K Buy
2,099
+163
+8% +$21K 0.02% 298
2024
Q4 		$243K Sell
1,936
-273
-12% -$33.6K 0.02% 301
2024
Q3 		$230K Buy
+2,209
New +$222K 0.02% 310
2023
Q2 		– Sell
-2,374
Closed -$208K – 351
2023
Q1 		$208K Buy
+2,374
New +$222K 0.02% 327

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cadence Bank's MS Position: Q4 2025 in Review

Cadence Bank increased its Morgan Stanley (MS) stake by 0.05% in Q4 2025, buying an estimated $167 and bringing the position to 2,184 shares worth $388K. The position accounts for 0.02% of the portfolio, ranked #259.

Cadence Bank first reported a position in MS in Q1 2023 and has held it in 7 quarters since. 2,520 funds tracked by Wall St. Rank hold MS as of Q4 2025.

  • Cadence Bank held 2,184 shares of Morgan Stanley worth $388K as of Q4 2025.
  • Cadence Bank bought 1 Morgan Stanley share in Q4 2025, an estimated $167.
  • Morgan Stanley made up 0.02% of Cadence Bank's portfolio in Q4 2025, its #259 holding.
  • Cadence Bank first reported a position in Morgan Stanley in Q1 2023 and has held it in 7 quarters since.
  • 2,520 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2025.

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