AssetMark Inc
CADE

AssetMark Inc’s Cadence Bank CADE Stock Holding History

AssetMark Inc’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
-389
Closed -$16.7K – 3460
2025
Q4 		$16.7K Buy
389
+136
+54% +$5.39K ﹤0.01% 2048
2025
Q3 		$9.5K Buy
253
+126
+99% +$4.54K ﹤0.01% 2127
2025
Q2 		$4.06K Buy
127
+81
+176% +$2.43K ﹤0.01% 2197
2025
Q1 		$1.4K Hold
46
– – ﹤0.01% 2244
2024
Q4 		$1.58K Buy
46
+35
+318% +$1.23K ﹤0.01% 2163
2024
Q3 		$350 Buy
+11
New +$341 ﹤0.01% 2120
2022
Q1 		– Sell
-498
Closed -$15K – 1557
2021
Q4 		$15K Buy
+498
New +$15K ﹤0.01% 1098

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

AssetMark Inc's CADE Position: Q1 2026 in Review

AssetMark Inc sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 389 shares — an estimated $16.7K sold.

AssetMark Inc first reported a position in CADE in Q4 2021 and held it in 7 quarters. The position peaked at $16.7K in Q4 2025. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

  • AssetMark Inc reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
  • AssetMark Inc sold 389 Cadence Bank shares in Q1 2026, an estimated $16.7K.
  • AssetMark Inc first reported a position in Cadence Bank in Q4 2021 and held it in 7 quarters.
  • AssetMark Inc's Cadence Bank position peaked at $16.7K in Q4 2025.
  • 2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.