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Disclosery

Cadence Bank: AGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cadence Bank on AGG, newest first. How the timeline and the estimate are built.

Cadence Bank held 5,952 AGG shares at 2025-12-31 per its 13F-HR filed 2026-01-30.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 5,952 shares
    Change vs previous 13F +585 shares

    0.03% of the 13F portfolio, value $594,485.

    13F-HR 0001193125-26-030735 filed by Cadence Bank
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-09-30
    13F 5,367 shares
    Change vs previous 13F -28 shares

    0.03% of the 13F portfolio, value $538,041.

    13F-HR 0001193125-25-280137 filed by Cadence Bank
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-06-30
    13F 5,395 shares
    Change vs previous 13F +346 shares

    0.04% of the 13F portfolio, value $535,183.

    13F-HR 0000950123-25-008346 filed by Cadence Bank
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-03-31
    13F 5,049 shares
    Change vs previous 13F +1,392 shares

    0.04% of the 13F portfolio, value $499,446.

    13F-HR 0000950123-25-005221 filed by Cadence Bank
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-12-31
    13F 3,657 shares
    Change vs previous 13F -13,036 shares

    0.02% of the 13F portfolio, value $354,362.

    13F-HR 0000950123-25-002025 filed by Cadence Bank
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-09-30
    13F 16,693 shares
    Change vs previous 13F +16,693 shares

    0.12% of the 13F portfolio, value $1,690,499.

    13F-HR 0000950123-24-011251 filed by Cadence Bank
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-06-30
    13F 0 shares
    Change vs previous 13F -3,657 shares

    13F-HR 0000950123-24-008206 filed by Cadence Bank
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  8. period ended2024-03-31
    13F 3,657 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $358,165.

    13F-HR 0000950123-24-005065 filed by Cadence Bank
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).