Moody Aldrich Partners LLC BXS holdings history
CADENCE BANK · CUSIP 12740C103 · CIK 936941
As of 2025-12-31, Moody Aldrich Partners LLC reported 277.92K BXS (shares), valued at $11.91M, or 2.22% of its reported non-derivative portfolio. Filed 2026-01-30.
Verify history & sources →Shares decreased 4.63%; reported value increased 8.84%, and weight changed +0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | Not reported | Not reported | — |
| Q1 2026 | Not reported | Not reported | — |
| Q4 2025 | 2.22% | 277,915 | SEC filing ↗Filed Jan 30, 2026 |
| Q3 2025 | 2.07% | 291,393 | SEC filing ↗Filed Oct 21, 2025 |
| Q2 2025 | 1.72% | 278,160 | SEC filing ↗Filed Aug 4, 2025 |
| Q1 2025 | 1.80% | 282,433 | SEC filing ↗Filed Apr 29, 2025 |
| Q4 2024 | 1.83% | 286,663 | SEC filing ↗Filed Jan 23, 2025 |
| Q3 2024 | 1.71% | 294,932 | SEC filing ↗Filed Oct 22, 2024 |
| Q2 2024 | 1.26% | 229,337 | SEC filing ↗Filed Jul 24, 2024 |
| Q1 2024 | Not reported | Not reported | — |
| Q4 2023 | Not reported | Not reported | — |
| Q3 2023 | Not reported | Not reported | — |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q4 2023 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q1 2024 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q2 2024 | 1.26% | 229,337 | $6.49M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Jul 24, 2024 |
| Q3 2024 | 1.71% | 294,932 | $9.39M | Shares increased 28.60%; reported value increased 44.84%, and weight changed +0.45 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 22, 2024 |
| Q4 2024 | 1.83% | 286,663 | $9.88M | Shares decreased 2.80%; reported value increased 5.13%, and weight changed +0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 23, 2025 |
| Q1 2025 | 1.80% | 282,433 | $8.57M | Shares decreased 1.48%; reported value decreased 13.17%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 29, 2025 |
| Q2 2025 | 1.72% | 278,160 | $8.90M | Shares decreased 1.51%; reported value increased 3.74%, and weight changed -0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 4, 2025 |
| Q3 2025 | 2.07% | 291,393 | $10.94M | Shares increased 4.76%; reported value increased 22.97%, and weight changed +0.35 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 21, 2025 |
| Q4 2025 | 2.22% | 277,915 | $11.91M | Shares decreased 4.63%; reported value increased 8.84%, and weight changed +0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 30, 2026 |
| Q1 2026 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q2 2026 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.