Loomis, Sayles & Company
CADE

Loomis, Sayles & Company’s Cadence Bank CADE Stock Holding History

Loomis, Sayles & 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
Q4 		– Sell
-418,483
Closed -$15.7M – 708
2025
Q3 		$15.7M Buy
418,483
+16,522
+4% +$595K 0.02% 279
2025
Q2 		$12.9M Sell
401,961
-1,097
-0.3% -$32.9K 0.02% 322
2025
Q1 		$12.2M Sell
403,058
-618
-0.2% -$20.5K 0.02% 325
2024
Q4 		$13.9M Sell
403,676
-17,009
-4% -$598K 0.02% 319
2024
Q3 		$13.4M Sell
420,685
-18,451
-4% -$572K 0.02% 319
2024
Q2 		$12.4M Sell
439,136
-18,363
-4% -$517K 0.02% 325
2024
Q1 		$13.3M Sell
457,499
-209
-0% -$5.81K 0.02% 319
2023
Q4 		$13.5M Sell
457,708
-67,511
-13% -$1.65M 0.02% 298
2023
Q3 		$11.1M Sell
525,219
-14,682
-3% -$331K 0.02% 321
2023
Q2 		$10.6M Buy
539,901
+56,523
+12% +$1.12M 0.02% 343
2023
Q1 		$10M Buy
+483,378
New +$12M 0.02% 328
2021
Q4 		– Sell
-498,905
Closed -$14.9M – 787
2021
Q3 		$14.9M Buy
498,905
+65,915
+15% +$1.84M 0.02% 338
2021
Q2 		$12.3M Buy
432,990
+4,234
+1% +$128K 0.01% 370
2021
Q1 		$13.9M Sell
428,756
-7,526
-2% -$232K 0.02% 341
2020
Q4 		$12M Sell
436,282
-40,523
-8% -$1.02M 0.02% 335
2020
Q3 		$9.24M Buy
476,805
+9,766
+2% +$209K 0.01% 333
2020
Q2 		$10.6M Buy
467,039
+81,507
+21% +$1.73M 0.02% 301
2020
Q1 		$7.29M Buy
385,532
+15,111
+4% +$399K 0.02% 336
2019
Q4 		$11.6M Sell
370,421
-2,915
-0.8% -$90K 0.02% 326
2019
Q3 		$11.1M Sell
373,336
-83,306
-18% -$2.38M 0.02% 326
2019
Q2 		$13.3M Sell
456,642
-10,853
-2% -$315K 0.02% 287
2019
Q1 		$13.2M Sell
467,495
-28,354
-6% -$841K 0.03% 292
2018
Q4 		$13M Sell
495,849
-1,879
-0.4% -$54.6K 0.03% 253
2018
Q3 		$16.3M Sell
497,728
-17,226
-3% -$585K 0.03% 266
2018
Q2 		$17M Sell
514,954
-1,405
-0.3% -$47K 0.03% 289
2018
Q1 		$16.4M Sell
516,359
-23,607
-4% -$777K 0.03% 300
2017
Q4 		$17M Sell
539,966
-1,025
-0.2% -$32.9K 0.04% 309
2017
Q3 		$17.3M Sell
540,991
-37,347
-6% -$1.12M 0.04% 315
2017
Q2 		$17.6M Sell
578,338
-5,095
-0.9% -$153K 0.04% 291
2017
Q1 		$17.6M Sell
583,433
-10,994
-2% -$337K 0.04% 286
2016
Q4 		$18.5M Sell
594,427
-195,381
-25% -$5.23M 0.05% 281
2016
Q3 		$18.3M Sell
789,808
-21,818
-3% -$519K 0.05% 288
2016
Q2 		$18.4M Sell
811,626
-1,209
-0.1% -$27.3K 0.05% 292
2016
Q1 		$17.3M Sell
812,835
-1,415
-0.2% -$29.4K 0.05% 313
2015
Q4 		$19.5M Sell
814,250
-66,539
-8% -$1.67M 0.06% 292
2015
Q3 		$20.9M Hold
880,789
– – 0.06% 271
2015
Q2 		$22.7M Buy
880,789
+42,474
+5% +$1.05M 0.06% 286
2015
Q1 		$19.5M Buy
838,315
+455
+0.1% +$9.92K 0.05% 344
2014
Q4 		$18.9M Sell
837,860
-15,348
-2% -$333K 0.05% 352
2014
Q3 		$17.2M Buy
853,208
+84,957
+11% +$1.85M 0.05% 374
2014
Q2 		$18.9M Sell
768,251
-15,702
-2% -$373K 0.05% 374
2014
Q1 		$19.6M Sell
783,953
-159,284
-17% -$3.88M 0.06% 354
2013
Q4 		$24M Sell
943,237
-103,962
-10% -$2.37M 0.07% 280
2013
Q3 		$20.9M Sell
1,047,199
-5,423
-0.5% -$106K 0.07% 306
2013
Q2 		$18.6K Buy
+1,052,622
New +$17.4M 0.07% 322

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

Loomis, Sayles & Company's CADE Position: Q4 2025 in Review

Loomis, Sayles & Company sold out of Cadence Bank (CADE) in Q4 2025, closing a stake of 418,483 shares — an estimated $15.7M sold.

Loomis, Sayles & Company first reported a position in CADE in Q2 2013 and held it in 45 quarters. The position peaked at $24M in Q4 2013. 416 funds tracked by Wall St. Rank hold CADE as of Q4 2025.

  • Loomis, Sayles & Company reported no remaining Cadence Bank position as of Q4 2025 after selling out during the quarter.
  • Loomis, Sayles & Company sold 418,483 Cadence Bank shares in Q4 2025, an estimated $15.7M.
  • Loomis, Sayles & Company first reported a position in Cadence Bank in Q2 2013 and held it in 45 quarters.
  • Loomis, Sayles & Company's Cadence Bank position peaked at $24M in Q4 2013.
  • 416 funds tracked by Wall St. Rank held Cadence Bank as of Q4 2025.

Based on Loomis, Sayles & Company's 13F filing for Q4 2025, filed 12 Feb 2026.