FIC
CADE

FCG Investment Company’s Cadence Bank CADE Stock Holding History

FCG Investment Company’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
Q3 		$5.73M Hold
152,525
– – 2.68% 10
2025
Q2 		$4.88M Buy
+152,525
New +$4.57M 2.54% 10

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

FCG Investment Company's CADE Position: Q3 2025 in Review

FCG Investment Company held its Cadence Bank (CADE) position steady in Q3 2025 at 152,525 shares worth $5.73M. The position accounts for 2.68% of the portfolio, ranked #10.

FCG Investment Company first reported a position in CADE in Q2 2025 and has held it in 2 quarters since. 399 funds tracked by Wall St. Rank hold CADE as of Q3 2025.

  • FCG Investment Company held 152,525 shares of Cadence Bank worth $5.73M as of Q3 2025.
  • FCG Investment Company left its Cadence Bank share count unchanged in Q3 2025.
  • Cadence Bank made up 2.68% of FCG Investment Company's portfolio in Q3 2025, its #10 holding.
  • FCG Investment Company first reported a position in Cadence Bank in Q2 2025 and has held it in 2 quarters since.
  • 399 funds tracked by Wall St. Rank held Cadence Bank as of Q3 2025.

Based on FCG Investment Company's 13F filing for Q3 2025, filed 8 Oct 2025.