CB
WFC icon

Cadence Bank’s Wells Fargo WFC Stock Holding History

Cadence Bank’s Portfolio WFC Stock Details WFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$777K Buy
8,334
+641
+8% +$55.6K 0.05% 191
2025
Q3 		$645K Buy
7,693
+76
+1% +$6.16K 0.04% 211
2025
Q2 		$610K Buy
7,617
+634
+9% +$45.7K 0.04% 215
2025
Q1 		$501K Sell
6,983
-28
-0.4% -$2.1K 0.04% 226
2024
Q4 		$492K Sell
7,011
-39
-0.6% -$2.66K 0.03% 227
2024
Q3 		$398K Sell
7,050
-3
-0% -$170 0.03% 243
2024
Q2 		$419K Sell
7,053
-30
-0.4% -$1.77K 0.03% 205
2024
Q1 		$411K Sell
7,083
-98
-1% -$5.13K 0.03% 243
2023
Q4 		$353K Sell
7,181
-23
-0.3% -$993 0.03% 260
2023
Q3 		$294K Sell
7,204
-370
-5% -$16K 0.03% 270
2023
Q2 		$323K Sell
7,574
-292
-4% -$11.8K 0.03% 270
2023
Q1 		$294K Buy
7,866
+96
+1% +$4.18K 0.03% 275
2022
Q4 		$321K Sell
7,770
-292
-4% -$12.9K 0.03% 270
2022
Q3 		$325K Buy
+8,062
New +$346K 0.03% 255
2020
Q3 		– Sell
-107,945
Closed -$2.76M – 189
2020
Q2 		$2.76M Sell
107,945
-1,359
-1% -$37.2K 0.57% 49
2020
Q1 		$3.14M Buy
109,304
+5,602
+5% +$238K 0.79% 40
2019
Q4 		$5.58M Buy
103,702
+211
+0.2% +$11.1K 1.03% 23
2019
Q3 		$5.22M Buy
103,491
+3,238
+3% +$153K 0.49% 32
2019
Q2 		$4.74M Buy
100,253
+31,122
+45% +$1.46M 0.46% 35
2019
Q1 		$3.34M Buy
69,131
+654
+1% +$32.2K 0.34% 51
2018
Q4 		$3.15M Buy
68,477
+4,477
+7% +$229K 0.37% 48
2018
Q3 		$3.36M Buy
64,000
+1,334
+2% +$76.2K 0.31% 49
2018
Q2 		$3.47M Buy
62,666
+476
+0.8% +$25.5K 0.31% 48
2018
Q1 		$3.26M Buy
62,190
+2,674
+4% +$159K 0.31% 47
2017
Q4 		$3.61M Buy
+59,516
New +$3.36M 0.34% 41

Other funds holding WFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Cadence Bank's WFC Position: Q4 2025 in Review

Cadence Bank increased its Wells Fargo (WFC) stake by 8.3% in Q4 2025, buying an estimated $55.6K and bringing the position to 8,334 shares worth $777K. The position accounts for 0.05% of the portfolio, ranked #191.

Cadence Bank first reported a position in WFC in Q4 2017 and has held it in 25 quarters since. The position peaked at $5.58M in Q4 2019. 2,896 funds tracked by Wall St. Rank hold WFC as of Q4 2025.

  • Cadence Bank held 8,334 shares of Wells Fargo worth $777K as of Q4 2025.
  • Cadence Bank bought 641 Wells Fargo shares in Q4 2025, an estimated $55.6K.
  • Wells Fargo made up 0.05% of Cadence Bank's portfolio in Q4 2025, its #191 holding.
  • Cadence Bank first reported a position in Wells Fargo in Q4 2017 and has held it in 25 quarters since.
  • Cadence Bank's Wells Fargo position peaked at $5.58M in Q4 2019.
  • 2,896 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2025.

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