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Cadence Bank shares owned by Capstone Wealth Management

Quarter-by-quarter ownership of Cadence Bank (CADE) shares owned by Capstone Wealth Management from 13F filings

Historical chart of Capstone Wealth Management investment in Cadence Bank

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All positions including Cadence Bank held by Capstone Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Cadence Bank by Capstone Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $729k 19k 37.54
2025-06-30 $621k 19k 31.98
2025-03-31 $589k 19k 30.36
2024-12-31 $669k 19k 34.45

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View all positions for Capstone Wealth Management

Top funds holding Cadence Bank

Vanguard Group
BlackRock
Wellington Management Company
Dimensional Fund Advisors
State Street Corporation
FMR
North Reef Capital Management
T. Rowe Price Investment Management
Geode Capital Management
Silvercrest Asset Management Group
Hanna Zanoni
Vaughan Nelson Investment Management
Northern Trust
First Trust Advisors
Goldman Sachs Group

View all funds holding Cadence Bank