AG
CADE

Algert Global’s Cadence Bank CADE Stock Holding History

Algert Global’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
Q1 		– Sell
-83,163
Closed -$2.87M – 1190
2024
Q4 		$2.87M Buy
83,163
+64,243
+340% +$2.26M 0.07% 489
2024
Q3 		$603K Buy
18,920
+522
+3% +$16.2K 0.02% 867
2024
Q2 		$520K Buy
+18,398
New +$518K 0.02% 900
2023
Q3 		– Sell
-45,962
Closed -$903K – 1121
2023
Q2 		$903K Hold
45,962
– – 0.04% 681
2023
Q1 		$954K Buy
45,962
+29,443
+178% +$732K 0.05% 656
2022
Q4 		$407K Hold
16,519
– – 0.02% 866
2022
Q3 		$420K Buy
+16,519
New +$424K 0.03% 858
2022
Q1 		– Sell
-8,670
Closed -$258K – 1188
2021
Q4 		$258K Sell
8,670
-2,376
-22% -$71.8K 0.03% 782
2021
Q3 		$329K Buy
+11,046
New +$308K 0.04% 725

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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Algert Global's CADE Position: Q1 2025 in Review

Algert Global sold out of Cadence Bank (CADE) in Q1 2025, closing a stake of 83,163 shares — an estimated $2.87M sold.

Algert Global first reported a position in CADE in Q3 2021 and held it in 9 quarters. The position peaked at $2.87M in Q4 2024. 352 funds tracked by Wall St. Rank hold CADE as of Q1 2025.

  • Algert Global reported no remaining Cadence Bank position as of Q1 2025 after selling out during the quarter.
  • Algert Global sold 83,163 Cadence Bank shares in Q1 2025, an estimated $2.87M.
  • Algert Global first reported a position in Cadence Bank in Q3 2021 and held it in 9 quarters.
  • Algert Global's Cadence Bank position peaked at $2.87M in Q4 2024.
  • 352 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2025.

Based on Algert Global's 13F filing for Q1 2025, filed 13 May 2025.