Abound Wealth Management’s Cadence Bank CADE Stock Holding History

Abound Wealth Management’s Portfolio CADE Stock Details CADE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,665	Closed	-$71.3K	–	1509
2025 Q4	$71.3K	Hold	1,665	–	–	0.02%	176
2025 Q3	$62.5K	Hold	1,665	–	–	0.02%	183
2025 Q2	$53.2K	Hold	1,665	–	–	0.02%	198
2025 Q1	$50.5K	Buy	1,665 +1,150	+223%	+$38.1K	0.02%	185
2024 Q4	$17.7K	Hold	515	–	–	0.01%	298
2024 Q3	$16.4K	Hold	515	–	–	0.01%	326
2024 Q2	$14.6K	Hold	515	–	–	0.01%	310
2024 Q1	$14.9K	Hold	515	–	–	0.01%	305
2023 Q4	$15.2K	Hold	515	–	–	0.01%	314
2023 Q3	$10.9K	Buy	515 +6	+1%	+$135	﹤0.01%	313
2023 Q2	$9.99K	Buy	509 +6	+1%	+$118	﹤0.01%	332
2023 Q1	$10.4K	Buy	503 +4	+0.8%	+$100	﹤0.01%	279
2022 Q4	$12.3K	Buy	499 +5	+1%	+$134	0.01%	237
2022 Q3	$12.6K	Buy	+494	New	+$12.7K	0.01%	256

Other funds holding CADE

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Abound Wealth Management's CADE Position: Q1 2026 in Review

Abound Wealth Management sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 1,665 shares — an estimated $71.3K sold.

Abound Wealth Management first reported a position in CADE in Q3 2022 and held it in 14 quarters. The position peaked at $71.3K in Q4 2025. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

Abound Wealth Management reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
Abound Wealth Management sold 1,665 Cadence Bank shares in Q1 2026, an estimated $71.3K.
Abound Wealth Management first reported a position in Cadence Bank in Q3 2022 and held it in 14 quarters.
Abound Wealth Management's Cadence Bank position peaked at $71.3K in Q4 2025.
2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on Abound Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.