DWAM
CADE

Duncan Williams Asset Management’s Cadence Bank CADE Stock Holding History

Duncan Williams Asset Management’s Portfolio CADE Stock Details CADE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-6,817
Closed -$256K – 173
2025
Q3 		$256K Hold
6,817
– – 0.07% 150
2025
Q2 		$218K Hold
6,817
– – 0.07% 142
2025
Q1 		$207K Hold
6,817
– – 0.07% 138
2024
Q4 		$235K Buy
6,817
+397
+6% +$14K 0.09% 132
2024
Q3 		$204K Buy
+6,420
New +$199K 0.11% 123

Other funds holding CADE

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Duncan Williams Asset Management's CADE Position: Q4 2025 in Review

Duncan Williams Asset Management sold out of Cadence Bank (CADE) in Q4 2025, closing a stake of 6,817 shares — an estimated $256K sold.

Duncan Williams Asset Management first reported a position in CADE in Q3 2024 and held it in 5 quarters. The position peaked at $256K in Q3 2025. 416 funds tracked by Wall St. Rank hold CADE as of Q4 2025.

  • Duncan Williams Asset Management reported no remaining Cadence Bank position as of Q4 2025 after selling out during the quarter.
  • Duncan Williams Asset Management sold 6,817 Cadence Bank shares in Q4 2025, an estimated $256K.
  • Duncan Williams Asset Management first reported a position in Cadence Bank in Q3 2024 and held it in 5 quarters.
  • Duncan Williams Asset Management's Cadence Bank position peaked at $256K in Q3 2025.
  • 416 funds tracked by Wall St. Rank held Cadence Bank as of Q4 2025.

Based on Duncan Williams Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.