Annis Gardner Whiting Capital Advisors’s Cadence Bank CADE Stock Holding History

Annis Gardner Whiting Capital 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	-3	Closed	-$129	–	1339
2025 Q4	$129	Hold	3	–	–	﹤0.01%	1181
2025 Q3	$113	Buy	+3	New	+$108	﹤0.01%	1155
2023 Q3	–	Hold	0	–	–	–	641

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

Annis Gardner Whiting Capital Advisors's CADE Position: Q1 2026 in Review

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

Annis Gardner Whiting Capital Advisors first reported a position in CADE in Q3 2025 and held it in 2 quarters. The position peaked at $129 in Q4 2025. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

Annis Gardner Whiting Capital Advisors reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 3 Cadence Bank shares in Q1 2026, an estimated $129.
Annis Gardner Whiting Capital Advisors first reported a position in Cadence Bank in Q3 2025 and held it in 2 quarters.
Annis Gardner Whiting Capital Advisors's Cadence Bank position peaked at $129 in Q4 2025.
2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q1 2026, filed 6 May 2026.