ACM
CADE

Academy Capital Management’s Cadence Bank CADE Stock Holding History

Academy Capital 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
-20,950
Closed -$897K – 39
2025
Q4 		$897K Hold
20,950
– – 0.12% 26
2025
Q3 		$786K Hold
20,950
– – 0.11% 26
2025
Q2 		$670K Buy
+20,950
New +$628K 0.1% 27
2025
Q1 		– Sell
-20,950
Closed -$722K – 40
2024
Q4 		$722K Hold
20,950
– – 0.12% 24
2024
Q3 		$667K Hold
20,950
– – 0.12% 24
2024
Q2 		$592K Hold
20,950
– – 0.11% 24
2024
Q1 		$608K Hold
20,950
– – 0.12% 24
2023
Q4 		$620K Hold
20,950
– – 0.13% 24
2023
Q3 		$445K Hold
20,950
– – 0.09% 25
2023
Q2 		$411K Hold
20,950
– – 0.08% 26
2023
Q1 		$435K Hold
20,950
– – 0.09% 26
2022
Q4 		$517K Hold
20,950
– – 0.11% 27
2022
Q3 		$532K Hold
20,950
– – 0.12% 28
2022
Q2 		$492K Hold
20,950
– – 0.09% 29
2022
Q1 		$613K Buy
+20,950
New +$654K 0.1% 29

Other funds holding CADE

EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Academy Capital Management's CADE Position: Q1 2026 in Review

Academy Capital Management sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 20,950 shares — an estimated $897K sold.

Academy Capital Management first reported a position in CADE in Q1 2022 and held it in 15 quarters. The position peaked at $897K in Q4 2025. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

  • Academy Capital Management reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
  • Academy Capital Management sold 20,950 Cadence Bank shares in Q1 2026, an estimated $897K.
  • Academy Capital Management first reported a position in Cadence Bank in Q1 2022 and held it in 15 quarters.
  • Academy Capital Management's Cadence Bank position peaked at $897K in Q4 2025.
  • 2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on Academy Capital Management's 13F filing for Q1 2026, filed 14 May 2026.