UOC
CADE

UBS O'Connor’s Cadence Bank CADE Stock Holding History

UBS O'Connor’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 		$125M Buy
+2,916,809
New +$116M 3.33% 10
2015
Q1 		– Sell
-82,431
Closed -$1.86M – 768
2014
Q4 		$1.86M Buy
+82,431
New +$1.79M 0.03% 290

Other funds holding CADE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

UBS O'Connor's CADE Position: Q4 2025 in Review

UBS O'Connor opened a new position in Cadence Bank (CADE) in Q4 2025: 2,916,809 shares worth $125M. The stake represents 3.33% of the portfolio and ranks #10 among its holdings. This is a return to the name: UBS O'Connor previously reported a position in CADE as recently as Q4 2014.

UBS O'Connor first reported a position in CADE in Q4 2014 and has held it in 2 quarters since. 418 funds tracked by Wall St. Rank hold CADE as of Q4 2025.

  • UBS O'Connor held 2,916,809 shares of Cadence Bank worth $125M as of Q4 2025.
  • Cadence Bank was a new UBS O'Connor position in Q4 2025.
  • Cadence Bank made up 3.33% of UBS O'Connor's portfolio in Q4 2025, its #10 holding.
  • UBS O'Connor first reported a position in Cadence Bank in Q4 2014 and has held it in 2 quarters since.
  • 418 funds tracked by Wall St. Rank held Cadence Bank as of Q4 2025.

Based on UBS O'Connor's 13F filing for Q4 2025, filed 13 Feb 2026.