AA
CADE

ALPS Advisors’s Cadence Bank CADE Stock Holding History

ALPS Advisors’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
-12,199
Closed -$523K – 1054
2025
Q4 		$523K Buy
12,199
+99
+0.8% +$3.92K ﹤0.01% 716
2025
Q3 		$454K Buy
+12,100
New +$436K ﹤0.01% 780
2023
Q3 		– Sell
-13,090
Closed -$257K – 1001
2023
Q2 		$257K Buy
13,090
+100
+0.8% +$1.97K ﹤0.01% 939
2023
Q1 		$270K Buy
+12,990
New +$323K ﹤0.01% 956
2022
Q1 		– Sell
-12,974
Closed -$386K – 850
2021
Q4 		$386K Buy
12,974
+167
+1% +$5.04K ﹤0.01% 698
2021
Q3 		$381K Buy
12,807
+2,805
+28% +$78.2K ﹤0.01% 606
2021
Q2 		$283K Hold
10,002
– – ﹤0.01% 863
2021
Q1 		$325K Sell
10,002
-2,856
-22% -$88.1K ﹤0.01% 756
2020
Q4 		$353K Sell
12,858
-391
-3% -$9.88K ﹤0.01% 603
2020
Q3 		$257K Buy
13,249
+3,660
+38% +$78.2K ﹤0.01% 730
2020
Q2 		$218K Sell
9,589
-1,068
-10% -$22.7K ﹤0.01% 736
2020
Q1 		$202K Sell
10,657
-1,148
-10% -$30.3K ﹤0.01% 769
2019
Q4 		$371K Sell
11,805
-514
-4% -$15.9K ﹤0.01% 651
2019
Q3 		$365K Sell
12,319
-522
-4% -$14.9K ﹤0.01% 588
2019
Q2 		$373K Sell
12,841
-676
-5% -$19.6K ﹤0.01% 716
2019
Q1 		$381K Buy
+13,517
New +$401K ﹤0.01% 799

Other funds holding CADE

EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

ALPS Advisors's CADE Position: Q1 2026 in Review

ALPS Advisors sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 12,199 shares — an estimated $523K sold.

ALPS Advisors first reported a position in CADE in Q1 2019 and held it in 16 quarters. The position peaked at $523K in Q4 2025. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

  • ALPS Advisors reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
  • ALPS Advisors sold 12,199 Cadence Bank shares in Q1 2026, an estimated $523K.
  • ALPS Advisors first reported a position in Cadence Bank in Q1 2019 and held it in 16 quarters.
  • ALPS Advisors's Cadence Bank position peaked at $523K in Q4 2025.
  • 2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on ALPS Advisors's 13F filing for Q1 2026, filed 8 May 2026.