As of November 6, 2026, Cadence Bank has Schedule 13D or 13G filings on record, none whose latest reports a stake of 5% or more. 6 filings are on record since November 5, 2025 (Schedule 13G/A, April 9, 2026).
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Key facts
- · Holder: Dimensional Fund Advisors LP · Percent: 0% · SCHEDULE 13G/A
- · Holder: Wellington Management Group LLP · Percent: 3.4% · SCHEDULE 13G/A
- · Holder: State Street Corporation · Percent: 4.8% · SCHEDULE 13G
- · Holder: The Vanguard Group · Percent: 4.1% · SCHEDULE 13G/A
- · Holder: State Street Corporation · Percent: 5.1% · SCHEDULE 13G
Cadence Bank has 6 Schedule 13D or 13G filings on record since 2025-11-05. No holder's latest filing reports 5% or more. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| State Street Corporation | 4.8% | 8,839,696 | SCHEDULE 13G, 2026-02-09 | 2025-12-31 |
| Fmr LLC | 4.4% | 8,062,880 | SCHEDULE 13G/A, 2025-11-05 | 2025-09-30 |
| The Vanguard Group | 4.1% | 7,509,299 | SCHEDULE 13G/A, 2026-02-05 | 2026-01-30 |
| Wellington Management Group LLP | 3.4% | 6,173,767 | SCHEDULE 13G/A, 2026-02-10 | 2025-12-31 |
| Dimensional Fund Advisors LP | 0% | 0 | SCHEDULE 13G/A, 2026-04-09 | 2026-03-31 |
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More on Cadence Bank and the records around it.
Companies that share a holder
- Wellington Management Group LLP also filed stake reports on 240 other companies: Hub Group, Inc. (Oct 2026), Latham Group, Inc. (Oct 2026), Redwood Trust, Inc. (Oct 2026)
- STATE STREET CORPORATION also filed stake reports on 343 other companies: TRADE DESK INC/THE (Oct 2026), CENTRUS ENERGY CORP (Sep 2026), ACADIA PHARMACEUTICALS INC (Aug 2026)
- Dimensional Fund Advisors LP also filed stake reports on 366 other companies: Acadia Healthcare Co Inc (Oct 2026), ADT Inc (Oct 2026), AGCO Corp (Oct 2026)
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The Short Answer
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What They Do, And How The Money Works
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Warning Bells
Sources
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Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-11-05 | Fmr LLC | 4.4% | SCHEDULE 13G/A |
| 2025-11-10 | State Street Corporation | 5.1% | SCHEDULE 13G |
| 2026-02-05 | The Vanguard Group | 4.1% | SCHEDULE 13G/A |
| 2026-02-09 | State Street Corporation | 4.8% | SCHEDULE 13G |
| 2026-02-10 | Wellington Management Group LLP | 3.4% | SCHEDULE 13G/A |
| 2026-04-09 | Dimensional Fund Advisors LP | 0% | SCHEDULE 13G/A |
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Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.
