Activest Wealth Management’s Cadence Bank CADE Stock Holding History

Activest 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	-102	Closed	-$4.37K	–	1246
2025 Q4	$4.37K	Sell	102 -58	-36%	-$2.3K	﹤0.01%	784
2025 Q3	$6.01K	Hold	160	–	–	﹤0.01%	608
2025 Q2	$5.12K	Buy	160 +113	+240%	+$3.39K	﹤0.01%	549
2025 Q1	$1.43K	Buy	+47	New	+$1.56K	﹤0.01%	714

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

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

Activest Wealth Management sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 102 shares — an estimated $4.37K sold.

Activest Wealth Management first reported a position in CADE in Q1 2025 and held it in 4 quarters. The position peaked at $6.01K in Q3 2025. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

Activest Wealth Management reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
Activest Wealth Management sold 102 Cadence Bank shares in Q1 2026, an estimated $4.37K.
Activest Wealth Management first reported a position in Cadence Bank in Q1 2025 and held it in 4 quarters.
Activest Wealth Management's Cadence Bank position peaked at $6.01K in Q3 2025.
2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on Activest Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.