Grufity logo
Grufity logo

Latest BancorpSouth Bank Stock Portfolio

$1.71Billion | No. of Holdings #331

BancorpSouth Bank Performance

2025 Q4+3.14%
YTD+7.70%
2024+15.66%

About BancorpSouth Bank and 13F Hedge Fund Stock Holdings

On 2026-01-30, the fund reported it's updated stock portfolio. In the 13F Holdings report, Cadence Bank reported an equity portfolio of $1.7 Billions as of 31 Dec, 2025. <br><br> The top stock holdings of Cadence Bank are MUSA, EDV, AVGO. The fund has invested 9.8% of it's portfolio in MURPHY USA INC and 6.4% of portfolio in VANGUARD WORLD FD. <br><br> The fund managers got completely rid off TOTALENERGIES SE, CONAGRA BRANDS INC (CAG) and COMCAST CORP NEW (CMCSA) stocks. They significantly reduced their stock positions in GENERAL MLS INC (GIS), UBER TECHNOLOGIES INC (UBER) and ISHARES BITCOIN TRUST ETF. Cadence Bank opened new stock positions in TOTALENERGIES SE, CUBESMART (CUBE) and ZOETIS INC (ZTS). The fund showed a lot of confidence in some stocks as they added substantially to SERVICENOW INC (NOW), VANGUARD MUN BD FDS (VTEB) and SELECT SECTOR SPDR TR (XLB).
BancorpSouth Bank Equity Portfolio Value
Last Reported on: 30 Jan, 2026
$1.71Billion
  as of Jan 30, 2026

BancorpSouth Bank Annual Return Estimates Vs S&P 500

Our best estimate is that Cadence Bank made a return of 3.14% in the last quarter. In trailing 12 months, it's portfolio return was 7.7%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
totalenergies se7,563,470
cubesmart4,043,010
zoetis inc3,618,080
ishares silver tr1,116,780
fidelity merrimack str tr662,376
eastgroup pptys inc623,490
omnicom group inc620,338
schwab strategic tr528,369
New stocks bought by BancorpSouth Bank

Additions

Ticker% Inc.
servicenow inc411
vanguard mun bd fds100
select sector spdr tr100
select sector spdr tr100
voya financial inc43.55
vanguard world fd39.82
sherwin williams co33.08
vanguard scottsdale fds29.45
Additions to existing portfolio by BancorpSouth Bank

Reductions

Ticker% Reduced
general mls inc-62.13
uber technologies inc-54.3
ishares bitcoin trust etf-43.75
black stone minerals l p-38.04
general dynamics corp-36.98
lyondellbasell industries n-35.02
berkshire hathaway inc del-34.8
ishares tr-31.66
BancorpSouth Bank reduced stake in above stock

Sold off

Ticker$ Sold
conagra brands inc-6,518,300
comcast corp new-5,124,440
westrock coffee co-789,750
totalenergies se-6,899,390
interpublic group cos inc-571,400
delek us hldgs inc new-645,400
weyerhaeuser co mtn be-283,275
ishares tr-919,686
BancorpSouth Bank got rid off the above stocks

Sector Distribution

Cadence Bank has about 26.9% of it's holdings in Others sector.

  • Others
  • Technology
  • Consumer Cyclical
  • Financial Services
  • Energy
  • Consumer Defensive
  • Healthcare
  • Industrials
  • Communication Services
  • Utilities
Sector%
Others26.9
Technology20.2
Consumer Cyclical14.7
Financial Services8.9
Energy7.4
Consumer Defensive6.4
Healthcare5.1
Industrials4.7
Communication Services3.5
Utilities1.2

Market Cap. Distribution

Cadence Bank has about 65.4% of it's portfolio invested in the large-cap and mega-cap stocks.

  • LARGE-CAP
  • MEGA-CAP
  • UNALLOCATED
  • MID-CAP
Category%
LARGE-CAP35.9
MEGA-CAP29.5
UNALLOCATED26.8
MID-CAP6.8

Stocks belong to which Index?

About 62.4% of the stocks held by Cadence Bank either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50054.3
Others37.6
RUSSELL 20008.1
Top 5 Winners (%)%
JBHT
hunt j b trans svcs inc
43.6 %
LLY
eli lilly & co
39.0 %
taseko mines ltd
33.8 %
LUV
southwest airls co
28.9 %
GOOG
alphabet inc
28.6 %
Top 5 Winners ($)$
GOOG
alphabet inc
10.6 M
CADE
cadence bank
6.6 M
MUSA
murphy usa inc
6.3 M
AMAT
applied matls inc
6.1 M
MUR
murphy oil corp
5.0 M
Top 5 Losers (%)%
NOW
servicenow inc
-75.0 %
fiserv inc
-46.2 %
XLB
select sector spdr tr
-42.8 %
XLB
select sector spdr tr
-41.8 %
ORCL
oracle corp
-30.1 %
Top 5 Losers ($)$
MSFT
microsoft corp
-4.8 M
LW
lamb weston hldgs inc
-2.3 M
fiserv inc
-1.4 M
PG
procter and gamble co
-1.4 M
siriusxm holdings inc
-1.3 M

BancorpSouth Bank Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of BancorpSouth Bank

Cadence Bank has 331 stocks in it's portfolio. About 41.7% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Cadence Bank last quarter.

$1.71BTotal Value
358Positions
30 Jan, 2026Last Reported
Current holdings of Current Stock Holdings of BancorpSouth Bank, last reported on 30 Jan, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
BancorpSouth Bank's holding in Ishares Tr over time
1.72%437,986
$29.40M
1.72%
increased 3.3 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
BancorpSouth Bank's holding in Ishares Tr over time
0.08%13,670
$1.30M
0.08%
increased 0.03 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
BancorpSouth Bank's holding in Ishares Tr over time
0.03%4,858
$579.8K
0.03%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
BancorpSouth Bank's holding in Ishares Tr over time
0.01%5,335
$210.5K
0.01%
new position
ACES
Alps Etf Tr

Alps Etf Tr

ACES
BancorpSouth Bank's holding in Alps Etf Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
ACIO
Etf Ser Solutions

Etf Ser Solutions

ACIO
BancorpSouth Bank's holding in Etf Ser Solutions over time
0%0.00
$0.00
0%
decreased 100 percentsold off
ACWF
Ishares Tr

Ishares Tr

ACWF
BancorpSouth Bank's holding in Ishares Tr over time
0.01%4,659
$216.8K
0.01%
increased 2.92 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
BancorpSouth Bank's holding in Ishares Tr over time
0.01%2,892
$216.6K
0.01%
decreased 8.48 percentreduced
AGNG
Global X Fds

Global X Fds

AGNG
BancorpSouth Bank's holding in Global X Fds over time
0%0.00
$0.00
0%
decreased 100 percentsold off
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
BancorpSouth Bank's holding in Wisdomtree Tr over time
0.09%14,546
$1.48M
0.09%
decreased 0.39 percentreduced
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
BancorpSouth Bank's holding in Wisdomtree Tr over time
0.08%25,215
$1.30M
0.08%
decreased 1.97 percentreduced