Advisory Services Network’s Cadence Bank CADE Stock Holding History

Advisory Services Network’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 Q4	–	Sell	-859	Closed	-$32.2K	–	2173
2025 Q3	$32.2K	Buy	+859	New	+$31K	﹤0.01%	2717
2023 Q2	–	Sell	-490	Closed	-$10.2K	–	1777
2023 Q1	$10.2K	Hold	490	–	–	﹤0.01%	2864
2022 Q4	$12.1K	Buy	+490	New	+$13.2K	﹤0.01%	2758
2022 Q1	–	Sell	-7,125	Closed	-$212K	–	1461
2021 Q4	$212K	Buy	+7,125	New	+$215K	0.01%	1275
2021 Q1	–	Sell	-23	Closed	-$1K	–	1521
2020 Q4	$1K	Buy	+23	New	+$581	﹤0.01%	3122
2020 Q1	–	Sell	-162	Closed	-$5K	–	3053
2019 Q4	$5K	Sell	162 -258	-61%	-$7.97K	﹤0.01%	2595
2019 Q3	$12K	Hold	420	–	–	﹤0.01%	2069
2019 Q2	$12K	Buy	+420	New	+$12.2K	﹤0.01%	2067
2016 Q3	$6K	Hold	250	–	–	﹤0.01%	1448
2016 Q2	$6K	Buy	+250	New	+$5.64K	﹤0.01%	1347

Other funds holding CADE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Advisory Services Network's CADE Position: Q4 2025 in Review

Advisory Services Network sold out of Cadence Bank (CADE) in Q4 2025, closing a stake of 859 shares — an estimated $32.2K sold.

Advisory Services Network first reported a position in CADE in Q2 2016 and held it in 10 quarters. The position peaked at $212K in Q4 2021. 416 funds tracked by Wall St. Rank hold CADE as of Q4 2025.

Advisory Services Network reported no remaining Cadence Bank position as of Q4 2025 after selling out during the quarter.
Advisory Services Network sold 859 Cadence Bank shares in Q4 2025, an estimated $32.2K.
Advisory Services Network first reported a position in Cadence Bank in Q2 2016 and held it in 10 quarters.
Advisory Services Network's Cadence Bank position peaked at $212K in Q4 2021.
416 funds tracked by Wall St. Rank held Cadence Bank as of Q4 2025.

Based on Advisory Services Network's 13F filing for Q4 2025, filed 17 Feb 2026.