CADE β€” CADENCE BANK COM

Ownership history in MOODY LYNN LIEBERSON & WALKER, LLC  Β·  10 quarters on record

AI Ownership Summary

MOODY LYNN LIEBERSON & WALKER, LLC reported CADENCE BANK COM (CADE) in 10 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.02% in 2025 Q4. The latest visible filing shows CADE at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CADE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MOODY LYNN LIEBERSON & WALKER, LLC's position in CADENCE BANK COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

CADE was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How MOODY LYNN LIEBERSON & WALKER, LLC held CADE β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 6,934 β€” 0% 0.02% $297K 2026-01-15 $44.40
2025 Q3 UNCHANGED 6,934 β€” 0% 0.01% $260K 2025-10-20 $36.83
2025 Q2 ADDED 6,934 +19 +0.3% 0.01% $222K 2025-07-17 $34.53
2025 Q1 UNCHANGED 6,915 β€” 0% 0.01% $210K 2025-04-28 $28.40
2024 Q4 UNCHANGED 6,915 β€” 0% 0.01% $238K 2025-01-21 $34.80
2024 Q3 UNCHANGED 6,915 β€” 0% 0.01% $220K 2024-10-23 $32.54
2024 Q1 UNCHANGED 6,915 β€” 0% 0.01% $201K 2024-04-23 $27.32
2023 Q4 UNCHANGED 6,915 β€” 0% 0.02% $205K 2024-01-24 $27.51
2 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding CADE

As of 2026 Q1 β€” sorted by position size

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FAQ About MOODY LYNN LIEBERSON & WALKER, LLC and CADE

These are the practical questions this page is built to answer before you even open the full history table.

How long has MOODY LYNN LIEBERSON & WALKER, LLC reported owning CADE?

MOODY LYNN LIEBERSON & WALKER, LLC reported CADE across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported CADE position in MOODY LYNN LIEBERSON & WALKER, LLC's portfolio?

The largest reported portfolio weight for CADE was 0.02% in 2025 Q4.

What is the latest reported CADE position on this page?

The most recent filing on this page is 2025 Q4, when MOODY LYNN LIEBERSON & WALKER, LLC reported 6,934 shares, equal to 0.02% of portfolio, with an estimated market value of $297K.

What does the chart on this CADE ownership page compare?

The chart compares MOODY LYNN LIEBERSON & WALKER, LLC's quarterly CADE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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