Latest BancorpSouth Bank Stock Portfolio

BancorpSouth Bank Performance:
2025 Q1: -3.52%YTD: -3.52%2024: 13.21%

Performance for 2025 Q1 is -3.52%, and YTD is -3.52%, and 2024 is 13.21%.

About BancorpSouth Bank and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Cadence Bank reported an equity portfolio of $1.4 Billions as of 31 Mar, 2025.

The top stock holdings of Cadence Bank are MUSA, EDV, MSFT. The fund has invested 13.9% of it's portfolio in MURPHY USA INC and 6.1% of portfolio in VANGUARD WORLD FD.

The fund managers got completely rid off TRAVELERS COMPANIES INC (TRV), VANGUARD INDEX FDS (VB) and SIMMONS 1ST NATL CORP (SFNC) stocks. They significantly reduced their stock positions in KIMBERLY-CLARK CORP (KMB), INTERNATIONAL BUSINESS MACHS (IBM) and STANLEY BLACK & DECKER INC (SWK). Cadence Bank opened new stock positions in SALESFORCE INC (CRM), ISHARES (AAXJ) and CROWDSTRIKE HLDGS INC (CRWD). The fund showed a lot of confidence in some stocks as they added substantially to CONSTELLATION ENERGY CORP (CEG), GOLDMAN SACHS GROUP INC (GS) and LAMB WESTON HLDGS INC (LW).

BancorpSouth Bank Annual Return Estimates Vs S&P 500

Our best estimate is that Cadence Bank made a return of -3.52% in the last quarter. In trailing 12 months, it's portfolio return was 0.75%.
201920202022202320242025−2002040Performance (%)PerformanceS&P 500

New Buys

Ticker$ Bought
salesforce inc1,173,300
ishares735,609
crowdstrike hldgs inc514,414
john hancock exchange traded 396,627
alps etf tr269,620
chubb limited224,075
ares capital corp202,242
intercontinental exchange in200,100

New stocks bought by BancorpSouth Bank

Additions

Ticker% Inc.
constellation energy corp411
goldman sachs group inc148
lamb weston hldgs inc113
ishares88.55
j p morgan exchange traded f53.87
ishares38.06
dominion energy inc28.16
lkq corp26.74

Additions to existing portfolio by BancorpSouth Bank

Reductions

Ticker% Reduced
kimberly-clark corp-91.68
international business machs-64.61
stanley black & decker inc-47.65
philip morris intl inc-46.9
conocophillips-37.44
vanguard intl equity index fund-33.52
wisdomtree tr-28.85
ishares-28.83

BancorpSouth Bank reduced stake in above stock

Sold off

Ticker$ Sold
simmons 1st natl corp-459,835
vici pptys inc-445,101
ishares tr-388,904
gentherm inc-349,902
travelers companies inc-2,050,210
citizens finl group inc-227,289
flexshares tr-257,342
polaris inc-258,022

BancorpSouth Bank got rid off the above stocks

Sector Distribution

Cadence Bank has about 25.1% of it's holdings in Others sector.

25%19%17%
Sector%
Others25.1
Consumer Cyclical18.7
Technology16.6
Energy8.9
Consumer Defensive7.8
Financial Services7.3
Healthcare6
Industrials5.3
Communication Services1.8
Utilities1.3

Market Cap. Distribution

Cadence Bank has about 67.9% of it's portfolio invested in the large-cap and mega-cap stocks.

42%27%25%
Category%
LARGE-CAP41.4
MEGA-CAP26.5
UNALLOCATED25.1
MID-CAP6.1

Stocks belong to which Index?

About 60.2% of the stocks held by Cadence Bank either belong to S&P 500 or RUSSELL 2000 index.

54%40%
Index%
S&P 50053.8
Others39.8
RUSSELL 20006.4
Top 5 Winners (%)%
CVS
cvs health corp
50.9 %
PM
philip morris intl inc
28.9 %
RGLD
royal gold inc
24.0 %
ED
consolidated edison inc
23.9 %
T
at&t inc
23.7 %
Top 5 Winners ($)$
PM
philip morris intl inc
3.7 M
ABBV
abbvie inc
3.2 M
XOM
exxon mobil corp
2.4 M
RTX
rtx corporation
2.4 M
IBM
international business machs
1.4 M
Top 5 Losers (%)%
TSLA
tesla inc
-34.0 %
ANET
arista networks inc
-29.9 %
EVR
evercore inc
-27.9 %
LUMN
lumen technologies inc
-26.2 %
AVGO
broadcom inc
-26.1 %
Top 5 Losers ($)$
AVGO
broadcom inc
-14.9 M
MUSA
murphy usa inc
-13.2 M
MSFT
microsoft corp
-6.3 M
AAPL
apple inc
-5.8 M
NVDA
nvidia corporation
-5.5 M

BancorpSouth Bank Holdings Map

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

MUSAEDVMSFTMURAAPLAVGOWMTXOMPGAAXJNVDASPYABBVCADEVBPRUKMIVBRTXAMATGOOGJPMCSCOBIVMC..TFCBMYMTNGDBBAXLL......PM..VE..PEPUPSBENFDXSL..AM..CA..EO..LOWSTZCVXMD..AM..PFEV

Current Stock Holdings of BancorpSouth Bank

Cadence Bank has 321 stocks in it's portfolio. About 40.3% of the portfolio is in top 10 stocks. AVGO proved to be the most loss making stock for the portfolio. PM was the most profitable stock for Cadence Bank last quarter.

Last Reported on: 14 May, 2025
TickerNamesorted descending% PortfolioShares Held$ ValueType% ChangeOptions

Historical Trend of MURPHY USA INC Position Held By BancorpSouth Bank

What % of Portfolio is MUSA?:

No data available

Number of MUSA shares held:

No data available

Change in No. of Shares Held:

No data available