Advisornet Financial’s Cadence Bank CADE Stock Holding History

Advisornet Financial’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	-2	Closed	-$86	–	2272
2025 Q4	$86	Hold	2	–	–	﹤0.01%	2194
2025 Q3	$75	Hold	2	–	–	﹤0.01%	2200
2025 Q2	$64	Sell	2 -11	-85%	-$330	﹤0.01%	2193
2025 Q1	$395	Buy	+13	New	+$431	﹤0.01%	2002
2024 Q4	–	Sell	-5	Closed	-$159	–	2005
2024 Q3	$159	Buy	+5	New	+$155	﹤0.01%	2137
2024 Q1	–	Sell	-20	Closed	-$556	–	2106
2023 Q4	$592	Buy	+20	New	+$488	﹤0.01%	2051

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

Advisornet Financial's CADE Position: Q1 2026 in Review

Advisornet Financial sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 2 shares — an estimated $86 sold.

Advisornet Financial first reported a position in CADE in Q4 2023 and held it in 6 quarters. The position peaked at $592 in Q4 2023. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

Advisornet Financial reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
Advisornet Financial sold 2 Cadence Bank shares in Q1 2026, an estimated $86.
Advisornet Financial first reported a position in Cadence Bank in Q4 2023 and held it in 6 quarters.
Advisornet Financial's Cadence Bank position peaked at $592 in Q4 2023.
2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.