AWM
CADE

Accredited Wealth Management’s Cadence Bank CADE Stock Holding History

Accredited 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
2025
Q3 		$13.3K Buy
6,921
+6,571
+1,877% +$237K 0.01% 236
2025
Q2 		$11.3K Buy
350
+100
+40% +$3K 0.01% 251
2025
Q1 		$7.66K Buy
+250
New +$8.28K 0.01% 265

Other funds holding CADE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Accredited Wealth Management's CADE Position: Q3 2025 in Review

Accredited Wealth Management increased its Cadence Bank (CADE) stake by 1,877% in Q3 2025, buying an estimated $237K and bringing the position to 6,921 shares worth $13.3K. The position accounts for 0.01% of the portfolio, ranked #236.

Accredited Wealth Management first reported a position in CADE in Q1 2025 and has held it in 3 quarters since. 399 funds tracked by Wall St. Rank hold CADE as of Q3 2025.

  • Accredited Wealth Management held 6,921 shares of Cadence Bank worth $13.3K as of Q3 2025.
  • Accredited Wealth Management bought 6,571 Cadence Bank shares in Q3 2025, an estimated $237K.
  • Cadence Bank made up 0.01% of Accredited Wealth Management's portfolio in Q3 2025, its #236 holding.
  • Accredited Wealth Management first reported a position in Cadence Bank in Q1 2025 and has held it in 3 quarters since.
  • 399 funds tracked by Wall St. Rank held Cadence Bank as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.