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Cadence Bank shares owned by Net Worth Advisory Group

Quarter-by-quarter ownership of Cadence Bank (CADE) shares owned by Net Worth Advisory Group from 13F filings

Historical chart of Net Worth Advisory Group investment in Cadence Bank

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All positions including Cadence Bank held by Net Worth Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Cadence Bank by Net Worth Advisory Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $322k 9.4k 34.45
2024-09-30 $291k 9.1k 31.85

More positions owned by Net Worth Advisory Group

Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Tips Bd Etf (TIP)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Pimco Etf Tr Inv Grd Crp Bd (CORP)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Spdr Ser Tr Bloomberg Intl T (BWX)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Short Treas Bd (SHV)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
NVIDIA Corporation (NVDA)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)

View all positions for Net Worth Advisory Group

Top funds holding Cadence Bank

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

View all funds holding Cadence Bank