Cadence Bank’s Williams-Sonoma WSM Stock Holding History

Cadence Bank’s Portfolio WSM Stock Details WSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$900K	Buy	5,041 +13	+0.3%	+$2.44K	0.05%	177
2025 Q3	$983K	Hold	5,028	–	–	0.06%	174
2025 Q2	$821K	Hold	5,028	–	–	0.05%	187
2025 Q1	$795K	Sell	5,028 -618	-11%	-$119K	0.06%	182
2024 Q4	$1.05M	Sell	5,646 -94	-2%	-$14.9K	0.07%	156
2024 Q3	$889K	Hold	5,740	–	–	0.06%	170
2024 Q2	$810K	Buy	5,740 +32	+0.6%	+$4.77K	0.06%	152
2024 Q1	$906K	Buy	5,708 +20	+0.4%	+$2.32K	0.07%	166
2023 Q4	$574K	Hold	5,688	–	–	0.05%	209
2023 Q3	$442K	Hold	5,688	–	–	0.04%	229
2023 Q2	$356K	Buy	5,688 +122	+2%	+$7.27K	0.03%	256
2023 Q1	$339K	Hold	5,566	–	–	0.03%	255
2022 Q4	$320K	Buy	5,566 +96	+2%	+$5.76K	0.03%	271
2022 Q3	$323K	Buy	+5,470	New	+$388K	0.03%	256

Other funds holding WSM

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Cadence Bank's WSM Position: Q4 2025 in Review

Cadence Bank increased its Williams-Sonoma (WSM) stake by 0.26% in Q4 2025, buying an estimated $2.44K and bringing the position to 5,041 shares worth $900K. The position accounts for 0.05% of the portfolio, ranked #177.

Cadence Bank first reported a position in WSM in Q3 2022 and has held it in 14 quarters since. The position peaked at $1.05M in Q4 2024. 945 funds tracked by Wall St. Rank hold WSM as of Q4 2025.

Cadence Bank held 5,041 shares of Williams-Sonoma worth $900K as of Q4 2025.
Cadence Bank bought 13 Williams-Sonoma shares in Q4 2025, an estimated $2.44K.
Williams-Sonoma made up 0.05% of Cadence Bank's portfolio in Q4 2025, its #177 holding.
Cadence Bank first reported a position in Williams-Sonoma in Q3 2022 and has held it in 14 quarters since.
Cadence Bank's Williams-Sonoma position peaked at $1.05M in Q4 2024.
945 funds tracked by Wall St. Rank held Williams-Sonoma as of Q4 2025.

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