Arax Advisory Partners’s Cadence Bank CADE Stock Holding History

Arax Advisory 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	-266	Closed	-$11.4K	–	3867
2025 Q4	$11.4K	Sell	266 -2,153	-89%	-$85.3K	﹤0.01%	2399
2025 Q3	$90.8K	Buy	2,419 +1,651	+215%	+$59.5K	﹤0.01%	1572
2025 Q2	$24.6K	Buy	+768	New	+$23K	﹤0.01%	1566
2025 Q1	–	Sell	-383	Closed	-$13.2K	–	2718
2024 Q4	$13.2K	Hold	383	–	–	﹤0.01%	1385
2024 Q3	$12.2K	Hold	383	–	–	﹤0.01%	1320
2024 Q2	$10.8K	Buy	+383	New	+$10.8K	﹤0.01%	1231

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

Arax Advisory Partners's CADE Position: Q1 2026 in Review

Arax Advisory Partners sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 266 shares — an estimated $11.4K sold.

Arax Advisory Partners first reported a position in CADE in Q2 2024 and held it in 6 quarters. The position peaked at $90.8K in Q3 2025. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

Arax Advisory Partners reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
Arax Advisory Partners sold 266 Cadence Bank shares in Q1 2026, an estimated $11.4K.
Arax Advisory Partners first reported a position in Cadence Bank in Q2 2024 and held it in 6 quarters.
Arax Advisory Partners's Cadence Bank position peaked at $90.8K in Q3 2025.
2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.