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Cadence Bank’s Unilever UL Stock Holding History

Cadence Bank’s Portfolio UL Stock Details UL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$507K Sell
7,754
-1,236
-14% -$83.1K 0.03% 233
2025
Q3 		$600K Sell
8,990
-423
-4% -$29.2K 0.04% 216
2025
Q2 		$648K Sell
9,413
-54
-0.6% -$3.79K 0.04% 205
2025
Q1 		$634K Sell
9,467
-3,133
-25% -$202K 0.05% 200
2024
Q4 		$804K Buy
12,600
+73
+0.6% +$4.93K 0.05% 178
2024
Q3 		$915K Buy
12,527
+445
+4% +$30.8K 0.06% 165
2024
Q2 		$747K Sell
12,082
-29
-0.2% -$1.71K 0.06% 160
2024
Q1 		$684K Sell
12,111
-1,293
-10% -$71.6K 0.05% 193
2023
Q4 		$731K Sell
13,404
-663
-5% -$35.8K 0.06% 183
2023
Q3 		$782K Sell
14,067
-321
-2% -$18.6K 0.07% 173
2023
Q2 		$844K Buy
14,388
+4,527
+46% +$269K 0.07% 168
2023
Q1 		$576K Sell
9,861
-1,298
-12% -$73.7K 0.05% 212
2022
Q4 		$632K Buy
11,159
+18
+0.2% +$963 0.06% 200
2022
Q3 		$550K Buy
+11,141
New +$582K 0.06% 195

Other funds holding UL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Cadence Bank's UL Position: Q4 2025 in Review

Cadence Bank reduced its Unilever (UL) stake by 14% in Q4 2025, selling an estimated $83.1K and leaving 7,754 shares worth $507K. The position accounts for 0.03% of the portfolio, ranked #233.

Cadence Bank first reported a position in UL in Q3 2022 and has held it in 14 quarters since. The position peaked at $915K in Q3 2024. 1,152 funds tracked by Wall St. Rank hold UL as of Q4 2025.

  • Cadence Bank held 7,754 shares of Unilever worth $507K as of Q4 2025.
  • Cadence Bank sold 1,236 Unilever shares in Q4 2025, an estimated $83.1K.
  • Unilever made up 0.03% of Cadence Bank's portfolio in Q4 2025, its #233 holding.
  • Cadence Bank first reported a position in Unilever in Q3 2022 and has held it in 14 quarters since.
  • Cadence Bank's Unilever position peaked at $915K in Q3 2024.
  • 1,152 funds tracked by Wall St. Rank held Unilever as of Q4 2025.

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