Cadence Bank quarter change: Foreign Stocks, New
In share positions in stocks (depositary receipts and foreign shares traded over the counter), from the quarter ended 2025-09-30 to 2025-12-31, Cadence Bank opened 3 positions, added to 3, reduced 1, sold out of 2 and left 2 unchanged. The largest increase in value was SIMO (+$1,480,325); the largest decrease was SIMO (-$1,466,710).
- SIMO: Country of operation —; Class CO SPONSORED ADR; Shares 2025-09-30 0; Shares 2025-12-31 15,969.
- UL: Country of operation —; Class SPON ADR NEW; Shares 2025-09-30 0; Shares 2025-12-31 7,754.
- BP: Country of operation —; Class SPONSORED ADR; Shares 2025-09-30 0; Shares 2025-12-31 7,100.
Two Form 13F-HR filings compared (SEC CIK 1299939): 2025-09-30 (filed 2025-11-13) and 2025-12-31 (filed 2026-01-30). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Jaffetilchin Investment Partners, LLC | United States | $1.710B | 453 |
| REBALANCE, LLC | United States | $1.711B | 106 |
| ARS Investment Partners, LLC | United States | $1.711B | 197 |
| MARINER INVESTMENT GROUP LLC | United States | $1.713B | 111 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | United States | $1.713B | 156 |
| Efficient Advisors, LLC | United States | $1.713B | 58 |
| Legacy Private Trust Co. | United States | $1.704B | 344 |
| Cambria Investment Management, L.P. | United States | $1.713B | 648 |
| PATTEN & PATTEN INC/TN | United States | $1.704B | 341 |
| BROADWOOD CAPITAL INC | United States | $1.702B | 12 |