American Trust’s Cadence Bank CADE Stock Holding History

American Trust’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 Q3	–	Sell	-10,269	Closed	-$328K	–	333
2025 Q2	$328K	Buy	+10,269	New	+$308K	0.03%	209

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

NRCM

North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

American Trust's CADE Position: Q3 2025 in Review

American Trust sold out of Cadence Bank (CADE) in Q3 2025, closing a stake of 10,269 shares — an estimated $328K sold.

American Trust first reported a position in CADE in Q2 2025 and held it in 1 quarter. The position peaked at $328K in Q2 2025. 399 funds tracked by Wall St. Rank hold CADE as of Q3 2025.

American Trust reported no remaining Cadence Bank position as of Q3 2025 after selling out during the quarter.
American Trust sold 10,269 Cadence Bank shares in Q3 2025, an estimated $328K.
American Trust first reported a position in Cadence Bank in Q2 2025 and held it in 1 quarter.
American Trust's Cadence Bank position peaked at $328K in Q2 2025.
399 funds tracked by Wall St. Rank held Cadence Bank as of Q3 2025.

Based on American Trust's 13F filing for Q3 2025, filed 17 Nov 2025.