Allworth Financial’s Cadence Bank CADE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-225
| Closed | -$9.64K | – | 5214 |
|
|
2025
Q4 | $9.64K | Sell |
225
-87
| -28% | -$3.45K | ﹤0.01% | 3297 |
|
|
2025
Q3 | $11.7K | Buy |
312
+87
| +39% | +$3.14K | ﹤0.01% | 3041 |
|
|
2025
Q2 | $7.2K | Hold |
225
| – | – | ﹤0.01% | 3056 |
|
|
2025
Q1 | $6.54K | Buy |
225
+135
| +150% | +$4.47K | ﹤0.01% | 2621 |
|
|
2024
Q4 | $3.23K | Hold |
90
| – | – | ﹤0.01% | 2964 |
|
|
2024
Q3 | $2.87K | Hold |
90
| – | – | ﹤0.01% | 2808 |
|
|
2024
Q2 | $2.86K | Hold |
90
| – | – | ﹤0.01% | 2765 |
|
|
2024
Q1 | $2.61K | Hold |
90
| – | – | ﹤0.01% | 2712 |
|
|
2023
Q4 | $2.66K | Hold |
90
| – | – | ﹤0.01% | 2550 |
|
|
2023
Q3 | $1.91K | Buy |
90
+79
| +718% | +$1.78K | ﹤0.01% | 2562 |
|
|
2023
Q2 | $217 | Hold |
11
| – | – | ﹤0.01% | 3081 |
|
|
2023
Q1 | $229 | Hold |
11
| – | – | ﹤0.01% | 2980 |
|
|
2022
Q4 | $271 | Hold |
11
| – | – | ﹤0.01% | 2745 |
|
|
2022
Q3 | $0 | Hold |
11
| – | – | ﹤0.01% | 2689 |
|
|
2022
Q2 | $0 | Hold |
11
| – | – | ﹤0.01% | 2426 |
|
|
2022
Q1 | $0 | Hold |
11
| – | – | ﹤0.01% | 2131 |
|
|
2021
Q4 | $0 | Buy |
+11
| New | +$332 | ﹤0.01% | 1935 |
|
Other funds holding CADE
Allworth Financial's CADE Position: Q1 2026 in Review
Allworth Financial sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 225 shares — an estimated $9.64K sold.
Allworth Financial first reported a position in CADE in Q4 2021 and held it in 17 quarters. The position peaked at $11.7K in Q3 2025. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.
- Allworth Financial reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
- Allworth Financial sold 225 Cadence Bank shares in Q1 2026, an estimated $9.64K.
- Allworth Financial first reported a position in Cadence Bank in Q4 2021 and held it in 17 quarters.
- Allworth Financial's Cadence Bank position peaked at $11.7K in Q3 2025.
- 2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.
Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.