AACP
CADE

Advantage Alpha Capital Partners’s Cadence Bank CADE Stock Holding History

Advantage Alpha Capital Partners’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
Q2 		– Sell
-6,930
Closed -$210K – 127
2025
Q1 		$210K Sell
6,930
-10,759
-61% -$356K 0.05% 139
2024
Q4 		$609K Buy
17,689
+1,990
+13% +$70K 0.14% 111
2024
Q3 		$500K Buy
15,699
+3,725
+31% +$115K 0.11% 125
2024
Q2 		$339K Sell
11,974
-1,258
-10% -$35.4K 0.07% 134
2024
Q1 		$384K Sell
13,232
-4,579
-26% -$127K 0.07% 140
2023
Q4 		$527K Buy
+17,811
New +$435K 0.1% 134

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Advantage Alpha Capital Partners's CADE Position: Q2 2025 in Review

Advantage Alpha Capital Partners sold out of Cadence Bank (CADE) in Q2 2025, closing a stake of 6,930 shares — an estimated $210K sold.

Advantage Alpha Capital Partners first reported a position in CADE in Q4 2023 and held it in 6 quarters. The position peaked at $609K in Q4 2024. 360 funds tracked by Wall St. Rank hold CADE as of Q2 2025.

  • Advantage Alpha Capital Partners reported no remaining Cadence Bank position as of Q2 2025 after selling out during the quarter.
  • Advantage Alpha Capital Partners sold 6,930 Cadence Bank shares in Q2 2025, an estimated $210K.
  • Advantage Alpha Capital Partners first reported a position in Cadence Bank in Q4 2023 and held it in 6 quarters.
  • Advantage Alpha Capital Partners's Cadence Bank position peaked at $609K in Q4 2024.
  • 360 funds tracked by Wall St. Rank held Cadence Bank as of Q2 2025.

Based on Advantage Alpha Capital Partners's 13F filing for Q2 2025, filed 13 Aug 2025.