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Cadence Bank’s Williams Companies WMB Stock Holding History

Cadence Bank’s Portfolio WMB Stock Details WMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$411K Sell
6,840
-815
-11% -$49.3K 0.02% 254
2025
Q3 		$485K Sell
7,655
-1,048
-12% -$61.5K 0.03% 235
2025
Q2 		$547K Buy
8,703
+193
+2% +$11.4K 0.04% 222
2025
Q1 		$509K Buy
8,510
+704
+9% +$40.3K 0.04% 222
2024
Q4 		$422K Sell
7,806
-1,099
-12% -$59.2K 0.03% 238
2024
Q3 		$407K Buy
8,905
+1,101
+14% +$48.4K 0.03% 241
2024
Q2 		$332K Sell
7,804
-11
-0.1% -$441 0.02% 230
2024
Q1 		$305K Sell
7,815
-1,106
-12% -$39.3K 0.02% 274
2023
Q4 		$311K Sell
8,921
-1,482
-14% -$52K 0.03% 272
2023
Q3 		$350K Sell
10,403
-2,110
-17% -$72K 0.03% 252
2023
Q2 		$408K Sell
12,513
-250
-2% -$7.5K 0.04% 243
2023
Q1 		$381K Buy
12,763
+3,973
+45% +$123K 0.04% 243
2022
Q4 		$289K Sell
8,790
-40
-0.5% -$1.3K 0.03% 283
2022
Q3 		$253K Buy
8,830
+2,288
+35% +$74.5K 0.03% 292
2022
Q2 		$205K Buy
6,542
+140
+2% +$4.83K 0.03% 181
2022
Q1 		$214K Buy
+6,402
New +$196K 0.03% 182
2020
Q1 		– Sell
-121,953
Closed -$2.89M – 209
2019
Q4 		$2.89M Buy
121,953
+678
+0.6% +$15.5K 0.53% 53
2019
Q3 		$2.92M Buy
121,275
+4,007
+3% +$101K 0.27% 64
2019
Q2 		$3.29M Buy
117,268
+9,436
+9% +$262K 0.32% 57
2019
Q1 		$3.1M Buy
107,832
+37,746
+54% +$1.01M 0.31% 54
2018
Q4 		$1.54M Buy
+70,086
New +$1.75M 0.18% 83

Other funds holding WMB

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Cadence Bank's WMB Position: Q4 2025 in Review

Cadence Bank reduced its Williams Companies (WMB) stake by 11% in Q4 2025, selling an estimated $49.3K and leaving 6,840 shares worth $411K. The position accounts for 0.02% of the portfolio, ranked #254.

Cadence Bank first reported a position in WMB in Q4 2018 and has held it in 21 quarters since. The position peaked at $3.29M in Q2 2019. 1,698 funds tracked by Wall St. Rank hold WMB as of Q4 2025.

  • Cadence Bank held 6,840 shares of Williams Companies worth $411K as of Q4 2025.
  • Cadence Bank sold 815 Williams Companies shares in Q4 2025, an estimated $49.3K.
  • Williams Companies made up 0.02% of Cadence Bank's portfolio in Q4 2025, its #254 holding.
  • Cadence Bank first reported a position in Williams Companies in Q4 2018 and has held it in 21 quarters since.
  • Cadence Bank's Williams Companies position peaked at $3.29M in Q2 2019.
  • 1,698 funds tracked by Wall St. Rank held Williams Companies as of Q4 2025.

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