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Disclosery

Cadence Bank: BEN position timeline

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

Cadence Bank held 433,043 BEN 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 433,043 shares
    Change vs previous 13F +2,718 shares

    0.61% of the 13F portfolio, value $10,345,396.

    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 430,325 shares
    Change vs previous 13F +9,002 shares

    0.6% of the 13F portfolio, value $9,953,416.

    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 421,323 shares
    Change vs previous 13F +7,379 shares

    0.66% of the 13F portfolio, value $10,048,553.

    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 413,944 shares
    Change vs previous 13F +5,555 shares

    0.57% of the 13F portfolio, value $7,968,421.

    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 408,389 shares
    Change vs previous 13F +7,261 shares

    0.56% of the 13F portfolio, value $8,286,212.

    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 401,128 shares
    Change vs previous 13F +162,257 shares

    0.56% of the 13F portfolio, value $8,082,728.

    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 238,871 shares
    Change vs previous 13F +4,380 shares

    0.4% of the 13F portfolio, value $5,338,766.

    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).

  8. period ended2024-03-31
    13F 234,491 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $6,591,541.

    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).