Cadence Bank Schedule 13G/A: Dimensional Fund Advisors LP filed an amendment reporting that the Funds it advises hold 0 shares of Cadence Bank common stock and therefore report 0.0% ownership. The filing includes a customary disclaimer that Dimensional disclaims beneficial ownership and describes voting/dispositive powers as zero.
The amendment is signed by the Global Chief Compliance Officer on 04/09/2026 and references the reporting period ending 03/31/2026.
Positive
None.
Negative
None.
Insights
Reporting shows no beneficial stake by Dimensional Funds as of the amendment.
The Schedule 13G/A lists 0 shares and 0.0% ownership, with Dimensional disclosing its advisory relationships and disclaiming beneficial ownership. This is standard when an adviser reports but the advised Funds hold no position above reporting thresholds.
Impact is neutral: this filing does not change shareholder composition or indicate trading activity. Subsequent filings would be needed to show any material ownership change.
Amendment follows standard disclosure practice for investment advisers.
The form clarifies voting and dispositive powers are zero and cites the Funds structure under the Investment Company Act. The signature by the Global Chief Compliance Officer on 04/09/2026 confirms procedural compliance with Section 13 reporting.
Watch for future amendments if the Funds accumulate a position exceeding reporting thresholds.
Key Figures
Shares beneficially owned:0 sharesPercent of class:0.0%Reporting period date:03/31/2026+2 more
5 metrics
Shares beneficially owned0 sharesAmount beneficially owned as reported
Percent of class0.0%Percent of Cadence Bank common stock
Reporting period date03/31/2026As-of date referenced in the filing
Signature date04/09/2026Date signed by Global Chief Compliance Officer
CUSIP12740C103Cadence Bank common stock identifier
Key Terms
Schedule 13G/A, beneficial ownership, Investment Company Act
3 terms
Schedule 13G/Aregulatory
"Dimensional Fund Advisors LP filed an amendment reporting ownership"
A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.
beneficial ownershipregulatory
"Dimensional disclaims beneficial ownership of such securities"
Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.
Investment Company Actregulatory
"investment companies registered under the Investment Company Act of 1940"
The Investment Company Act is a law that sets rules for businesses whose main activity is managing and selling pooled money, such as mutual funds and other investment funds. It matters to investors because it requires clear reporting, limits managers from putting their own interests ahead of clients, and mandates safekeeping and oversight of assets—similar to safety inspections and traffic rules that help keep shared vehicles reliable and trustworthy.
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
SCHEDULE 13G
UNDER THE SECURITIES EXCHANGE ACT OF 1934
(Amendment No. 1)
Cadence Bank
(Name of Issuer)
Common Stock
(Title of Class of Securities)
12740C103
(CUSIP Number)
03/31/2026
(Date of Event Which Requires Filing of this Statement)
Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)
schemaVersion:
SCHEDULE 13G
CUSIP Number(s):
12740C103
1
Names of Reporting Persons
Dimensional Fund Advisors LP
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
UNITED STATES
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
0.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
0.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
0.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
0.0 %
12
Type of Reporting Person (See Instructions)
IA
SCHEDULE 13G
Item 1.
(a)
Name of issuer:
Cadence Bank
(b)
Address of issuer's principal executive offices:
1 Mississippi Plaza, 201 South Spring Street, Tupelo, MS 38804
Item 2.
(a)
Name of person filing:
Dimensional Fund Advisors LP
(b)
Address or principal business office or, if none, residence:
6300 Bee Cave Road, Building One, Austin, TX 78746
(c)
Citizenship:
Delaware Limited Partnership
(d)
Title of class of securities:
Common Stock
(e)
CUSIP No.:
Item 3.
If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)
Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)
Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)
Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)
Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)
An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)
An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)
A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)
A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)
A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)
A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J),
please specify the type of institution:
(k)
Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.
Ownership
(a)
Amount beneficially owned:
0 ** see Note 1 **
** Note 1 ** Dimensional Fund Advisors LP, an investment adviser registered under Section 203 of the Investment Advisors Act of 1940, furnishes investment advice to four investment companies registered under the Investment Company Act of 1940, and serves as investment manager or sub-adviser to certain other commingled funds, group trusts and separate accounts (such investment companies, trusts and accounts, collectively referred to as the "Funds"). In certain cases, subsidiaries of Dimensional Fund Advisors LP may act as an adviser or sub-adviser to certain Funds. In its role as investment advisor, sub-adviser and/or manager, Dimensional Fund Advisors LP or its subsidiaries (collectively, "Dimensional") may possess voting and/or investment power over the securities of the Issuer that are owned by the Funds, and may be deemed to be the beneficial owner of the shares of the Issuer held by the Funds. However, all securities reported in this schedule are owned by the Funds. Dimensional disclaims beneficial ownership of such securities. In addition, the filing of this Schedule 13G shall not be construed as an admission that the reporting person or any of its affiliates is the beneficial owner of any securities covered by this Schedule 13G for any other purposes than Section 13(d) of the Securities Exchange Act of 1934.
(b)
Percent of class:
0.0 %
(c)
Number of shares as to which the person has:
(i) Sole power to vote or to direct the vote:
0** see Note 1 **
(ii) Shared power to vote or to direct the vote:
0
(iii) Sole power to dispose or to direct the disposition of:
0** see Note 1 **
(iv) Shared power to dispose or to direct the disposition of:
0
Item 5.
Ownership of 5 Percent or Less of a Class.
Ownership of 5 percent or less of a class
Item 6.
Ownership of more than 5 Percent on Behalf of Another Person.
If any other person is known to have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, such securities, a statement to that effect should be included in response to this item and, if such interest relates to more than 5 percent of the class, such person should be identified. A listing of the shareholders of an investment company registered under the Investment Company Act of 1940 or the beneficiaries of employee benefit plan, pension fund or endowment fund is not required.
The Funds described in Note 1 above have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of the securities held in their respective accounts. To the knowledge of Dimensional, the interest of any one such Fund does not exceed 5% of the class of securities. Dimensional Fund Advisors LP disclaims beneficial ownership of all such securities.
Item 7.
Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
Not Applicable
Item 8.
Identification and Classification of Members of the Group.
Not Applicable
Item 9.
Notice of Dissolution of Group.
Not Applicable
Item 10.
Certifications:
By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under ?? 240.14a-11.
SIGNATURE
After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.
What does Dimensional Fund Advisors report for CADE ownership?
Dimensional reports ownership of 0 shares and a 0.0% stake in Cadence Bank common stock. The filing states that the securities are owned by client Funds and Dimensional disclaims beneficial ownership while describing voting and dispositive powers as zero.
Why does Dimensional file a Schedule 13G/A if it owns 0 shares?
Advisers sometimes file or amend Schedule 13G/A to clarify holdings and advisory relationships. This amendment documents that client Funds hold securities and that Dimensional disclaims beneficial ownership, fulfilling disclosure duties under Section 13 even when reported ownership is zero.
Who signed the Cadence Bank Schedule 13G/A amendment?
The amendment was signed by Selwyn Notelovitz, Global Chief Compliance Officer, on 04/09/2026. The signature certifies the accuracy of the amendment about advisory relationships and reported ownership figures.
What period does the amendment cover for CADE reporting?
The filing references the reporting date 03/31/2026 as the period of record. It states ownership amounts and voting/dispositive powers as of that date, with the amendment executed on 04/09/2026.
