Cadence Bank’s Novartis NVS Stock Holding History

Cadence Bank’s Portfolio NVS Stock Details NVS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$655K	Sell	4,749 -362	-7%	-$47.4K	0.04%	210
2025 Q3	$655K	Hold	5,111	–	–	0.04%	206
2025 Q2	$618K	Sell	5,111 -80	-2%	-$9.02K	0.04%	214
2025 Q1	$579K	Sell	5,191 -22	-0.4%	-$2.34K	0.04%	209
2024 Q4	$507K	Sell	5,213 -321	-6%	-$34.2K	0.03%	222
2024 Q3	$637K	Sell	5,534 -20	-0.4%	-$2.27K	0.04%	201
2024 Q2	$591K	Sell	5,554 -132	-2%	-$13.3K	0.04%	178
2024 Q1	$550K	Sell	5,686 -310	-5%	-$31.8K	0.04%	212
2023 Q4	$605K	Sell	5,996 -106	-2%	-$10.2K	0.05%	204
2023 Q3	$622K	Sell	6,102 -97	-2%	-$9.85K	0.05%	195
2023 Q2	$626K	Sell	6,199 -80	-1%	-$8K	0.05%	197
2023 Q1	$578K	Buy	6,279 +772	+14%	+$67.4K	0.05%	210
2022 Q4	$500K	Sell	5,507 -61	-1%	-$5.14K	0.05%	229
2022 Q3	$424K	Buy	+5,568	New	+$462K	0.04%	227

Other funds holding NVS

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

Cadence Bank's NVS Position: Q4 2025 in Review

Cadence Bank reduced its Novartis (NVS) stake by 7.1% in Q4 2025, selling an estimated $47.4K and leaving 4,749 shares worth $655K. The position accounts for 0.04% of the portfolio, ranked #210.

Cadence Bank first reported a position in NVS in Q3 2022 and has held it in 14 quarters since. The position peaked at $655K in Q3 2025. 1,508 funds tracked by Wall St. Rank hold NVS as of Q4 2025.

Cadence Bank held 4,749 shares of Novartis worth $655K as of Q4 2025.
Cadence Bank sold 362 Novartis shares in Q4 2025, an estimated $47.4K.
Novartis made up 0.04% of Cadence Bank's portfolio in Q4 2025, its #210 holding.
Cadence Bank first reported a position in Novartis in Q3 2022 and has held it in 14 quarters since.
Cadence Bank's Novartis position peaked at $655K in Q3 2025.
1,508 funds tracked by Wall St. Rank held Novartis as of Q4 2025.

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