American Capital Advisory’s Cadence Bank CADE Stock Holding History

American Capital Advisory’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	-3	Closed	-$129	–	1147
2025 Q4	$129	Buy	+3	New	+$119	﹤0.01%	969
2025 Q2	–	Sell	-17	Closed	-$517	–	883
2025 Q1	$517	Buy	+17	New	+$563	﹤0.01%	513

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

American Capital Advisory's CADE Position: Q1 2026 in Review

American Capital Advisory sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 3 shares — an estimated $129 sold.

American Capital Advisory first reported a position in CADE in Q1 2025 and held it in 2 quarters. The position peaked at $517 in Q1 2025. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

American Capital Advisory reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
American Capital Advisory sold 3 Cadence Bank shares in Q1 2026, an estimated $129.
American Capital Advisory first reported a position in Cadence Bank in Q1 2025 and held it in 2 quarters.
American Capital Advisory's Cadence Bank position peaked at $517 in Q1 2025.
2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on American Capital Advisory's 13F filing for Q1 2026, filed 29 Apr 2026.