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Cadence Bank’s Truist Financial TFC Stock Holding History

Cadence Bank’s Portfolio TFC Stock Details TFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$17.4M Buy
352,761
+16,792
+5% +$773K 1.02% 21
2025
Q3 		$15.4M Buy
335,969
+24,745
+8% +$1.12M 0.93% 23
2025
Q2 		$13.4M Buy
311,224
+51,041
+20% +$2M 0.88% 23
2025
Q1 		$10.7M Buy
260,183
+1,852
+0.7% +$82.5K 0.76% 26
2024
Q4 		$11.2M Buy
258,331
+73,147
+39% +$3.26M 0.76% 26
2024
Q3 		$7.92M Buy
185,184
+93,322
+102% +$3.94M 0.55% 42
2024
Q2 		$3.57M Buy
91,862
+1,165
+1% +$44K 0.27% 79
2024
Q1 		$3.54M Sell
90,697
-3,423
-4% -$125K 0.26% 80
2023
Q4 		$3.47M Buy
94,120
+6,167
+7% +$194K 0.28% 75
2023
Q3 		$2.52M Sell
87,953
-5,831
-6% -$179K 0.22% 86
2023
Q2 		$2.85M Sell
93,784
-1,179
-1% -$36.6K 0.25% 84
2023
Q1 		$3.24M Buy
94,963
+1,761
+2% +$76.9K 0.3% 75
2022
Q4 		$4.01M Buy
93,202
+534
+0.6% +$23.4K 0.37% 65
2022
Q3 		$4.04M Buy
+92,668
New +$4.46M 0.42% 61
2019
Q1 		– Sell
-42,862
Closed -$1.86M – 243
2018
Q4 		$1.86M Sell
42,862
-31,374
-42% -$1.51M 0.22% 75
2018
Q3 		$3.6M Sell
74,236
-99
-0.1% -$5.08K 0.34% 46
2018
Q2 		$3.75M Sell
74,335
-332
-0.4% -$17.6K 0.34% 42
2018
Q1 		$3.89M Buy
74,667
+2,996
+4% +$161K 0.37% 37
2017
Q4 		$3.56M Buy
+71,671
New +$3.46M 0.34% 42

Other funds holding TFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Cadence Bank's TFC Position: Q4 2025 in Review

Cadence Bank increased its Truist Financial (TFC) stake by 5% in Q4 2025, buying an estimated $773K and bringing the position to 352,761 shares worth $17.4M. The position accounts for 1.02% of the portfolio, ranked #21.

Cadence Bank first reported a position in TFC in Q4 2017 and has held it in 19 quarters since. 1,668 funds tracked by Wall St. Rank hold TFC as of Q4 2025.

  • Cadence Bank held 352,761 shares of Truist Financial worth $17.4M as of Q4 2025.
  • Cadence Bank bought 16,792 Truist Financial shares in Q4 2025, an estimated $773K.
  • Truist Financial made up 1.02% of Cadence Bank's portfolio in Q4 2025, its #21 holding.
  • Cadence Bank first reported a position in Truist Financial in Q4 2017 and has held it in 19 quarters since.
  • 1,668 funds tracked by Wall St. Rank held Truist Financial as of Q4 2025.

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