Cadence Bank’s J.M. Smucker SJM Stock Holding History

Cadence Bank’s Portfolio SJM Stock Details SJM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$227K	Hold	2,316	–	–	0.01%	307
2025 Q3	$252K	Hold	2,316	–	–	0.02%	297
2025 Q2	$227K	Hold	2,316	–	–	0.02%	311
2025 Q1	$274K	Hold	2,316	–	–	0.02%	286
2024 Q4	$255K	Hold	2,316	–	–	0.02%	294
2024 Q3	$280K	Hold	2,316	–	–	0.02%	283
2024 Q2	$253K	Hold	2,316	–	–	0.02%	265
2024 Q1	$292K	Sell	2,316 -68	-3%	-$8.61K	0.02%	282
2023 Q4	$301K	Buy	2,384 +68	+3%	+$7.88K	0.02%	274
2023 Q3	$285K	Hold	2,316	–	–	0.03%	278
2023 Q2	$342K	Buy	+2,316	New	+$353K	0.03%	263
2019 Q2	–	Sell	-16,694	Closed	-$1.95M	–	234
2019 Q1	$1.95M	Sell	16,694 -897	-5%	-$93.8K	0.2%	78
2018 Q4	$1.65M	Buy	17,591 +2,552	+17%	+$266K	0.19%	81
2018 Q3	$1.54M	Sell	15,039 -182	-1%	-$19.9K	0.14%	79
2018 Q2	$1.64M	Buy	15,221 +180	+1%	+$20.2K	0.15%	84
2018 Q1	$1.86M	Buy	15,041 +338	+2%	+$42.2K	0.18%	80
2017 Q4	$1.83M	Buy	+14,703	New	+$1.63M	0.17%	79

Other funds holding SJM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

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

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

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

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

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

Cadence Bank's SJM Position: Q4 2025 in Review

Cadence Bank held its J.M. Smucker (SJM) position steady in Q4 2025 at 2,316 shares worth $227K. The position accounts for 0.01% of the portfolio, ranked #307.

Cadence Bank first reported a position in SJM in Q4 2017 and has held it in 17 quarters since. The position peaked at $1.95M in Q1 2019. 821 funds tracked by Wall St. Rank hold SJM as of Q4 2025.

Cadence Bank held 2,316 shares of J.M. Smucker worth $227K as of Q4 2025.
Cadence Bank left its J.M. Smucker share count unchanged in Q4 2025.
J.M. Smucker made up 0.01% of Cadence Bank's portfolio in Q4 2025, its #307 holding.
Cadence Bank first reported a position in J.M. Smucker in Q4 2017 and has held it in 17 quarters since.
Cadence Bank's J.M. Smucker position peaked at $1.95M in Q1 2019.
821 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2025.

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