AIP
CADE

Ameritas Investment Partners’s Cadence Bank CADE Stock Holding History

Ameritas Investment Partners’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
-49,564
Closed -$2.12M – 3120
2025
Q4 		$2.12M Sell
49,564
-969
-2% -$38.4K 0.06% 314
2025
Q3 		$1.9M Sell
50,533
-3,492
-6% -$126K 0.06% 349
2025
Q2 		$1.73M Sell
54,025
-725
-1% -$21.7K 0.05% 397
2025
Q1 		$1.66M Sell
54,750
-537
-1% -$17.8K 0.06% 399
2024
Q4 		$1.9M Sell
55,287
-597
-1% -$21K 0.06% 355
2024
Q3 		$1.78M Sell
55,884
-821
-1% -$25.4K 0.06% 388
2024
Q2 		$1.6M Sell
56,705
-2,086
-4% -$58.7K 0.06% 404
2024
Q1 		$1.7M Hold
58,791
– – 0.06% 401
2023
Q4 		$1.74M Sell
58,791
-286
-0.5% -$6.98K 0.06% 355
2023
Q3 		$1.25M Sell
59,077
-1,608
-3% -$36.3K 0.05% 466
2023
Q2 		$1.19M Sell
60,685
-807
-1% -$15.9K 0.04% 514
2023
Q1 		$1.28M Buy
61,492
+52
+0.1% +$1.29K 0.05% 481
2022
Q4 		$1.55M Buy
61,440
+491
+0.8% +$13.2K 0.06% 384
2022
Q3 		$1.55M Sell
60,949
-2,010
-3% -$51.6K 0.07% 331
2022
Q2 		$1.48M Sell
62,959
-1,377
-2% -$35.4K 0.06% 372
2022
Q1 		$1.88M Sell
64,336
-2,248
-3% -$70.1K 0.07% 343
2021
Q4 		$1.98M Buy
66,584
+30,003
+82% +$906K 0.07% 337
2021
Q3 		$1.09M Buy
36,581
+1,636
+5% +$45.6K 0.04% 576
2021
Q2 		$990K Hold
34,945
– – 0.04% 628
2021
Q1 		$1.14M Hold
34,945
– – 0.04% 548
2020
Q4 		$959K Sell
34,945
-1,166
-3% -$29.5K 0.04% 563
2020
Q3 		$700K Sell
36,111
-825
-2% -$17.6K 0.03% 607
2020
Q2 		$840K Buy
36,936
+1,109
+3% +$23.5K 0.04% 527
2020
Q1 		$678K Buy
35,827
+462
+1% +$12.2K 0.04% 528
2019
Q4 		$1.11M Buy
35,365
+969
+3% +$29.9K 0.05% 481
2019
Q3 		$1.02M Hold
34,396
– – 0.05% 494
2019
Q2 		$999K Hold
34,396
– – 0.05% 518
2019
Q1 		$971K Hold
34,396
– – 0.05% 516
2018
Q4 		$899K Hold
34,396
– – 0.05% 491
2018
Q3 		$1.13M Buy
34,396
+2,276
+7% +$77.3K 0.05% 490
2018
Q2 		$1.06M Sell
32,120
-214
-0.7% -$7.16K 0.05% 506
2018
Q1 		$1.03M Sell
32,334
-290
-0.9% -$9.54K 0.05% 509
2017
Q4 		$1.03M Hold
32,624
– – 0.05% 535
2017
Q3 		$947K Hold
32,624
– – 0.05% 550
2017
Q2 		$995K Hold
32,624
– – 0.05% 529
2017
Q1 		$987K Sell
32,624
-788
-2% -$24.2K 0.05% 523
2016
Q4 		$1.04M Hold
33,412
– – 0.05% 490
2016
Q3 		$775K Buy
33,412
+13,223
+65% +$314K 0.04% 593
2016
Q2 		$458K Sell
20,189
-98
-0.5% -$2.21K 0.03% 645
2016
Q1 		$432K Hold
20,287
– – 0.03% 652
2015
Q4 		$487K Hold
20,287
– – 0.03% 561
2015
Q3 		$482K Hold
20,287
– – 0.03% 551
2015
Q2 		$523K Sell
20,287
-1,154
-5% -$28.5K 0.03% 570
2015
Q1 		$498K Hold
21,441
– – 0.03% 605
2014
Q4 		$483K Hold
21,441
– – 0.03% 604
2014
Q3 		$432K Hold
21,441
– – 0.03% 639
2014
Q2 		$527K Buy
21,441
+397
+2% +$9.44K 0.04% 565
2014
Q1 		$525K Sell
21,044
-442
-2% -$10.8K 0.04% 555
2013
Q4 		$546K Hold
21,486
– – 0.04% 538
2013
Q3 		$428K Buy
+21,486
New +$422K 0.04% 567

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

Ameritas Investment Partners's CADE Position: Q1 2026 in Review

Ameritas Investment Partners sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 49,564 shares — an estimated $2.12M sold.

Ameritas Investment Partners first reported a position in CADE in Q3 2013 and held it in 50 quarters. The position peaked at $2.12M in Q4 2025. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

  • Ameritas Investment Partners reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
  • Ameritas Investment Partners sold 49,564 Cadence Bank shares in Q1 2026, an estimated $2.12M.
  • Ameritas Investment Partners first reported a position in Cadence Bank in Q3 2013 and held it in 50 quarters.
  • Ameritas Investment Partners's Cadence Bank position peaked at $2.12M in Q4 2025.
  • 2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on Ameritas Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.