AF
CADE

Atala Financial’s Cadence Bank CADE Stock Holding History

Atala Financial’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
Q2 		– Sell
-257
Closed -$7.8K – 174
2025
Q1 		$7.8K Hold
257
– – 0.01% 350
2024
Q4 		$8.85K Buy
+257
New +$9.04K 0.01% 341

Other funds holding CADE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Atala Financial's CADE Position: Q2 2025 in Review

Atala Financial sold out of Cadence Bank (CADE) in Q2 2025, closing a stake of 257 shares — an estimated $7.8K sold.

Atala Financial first reported a position in CADE in Q4 2024 and held it in 2 quarters. The position peaked at $8.85K in Q4 2024. 360 funds tracked by Wall St. Rank hold CADE as of Q2 2025.

  • Atala Financial reported no remaining Cadence Bank position as of Q2 2025 after selling out during the quarter.
  • Atala Financial sold 257 Cadence Bank shares in Q2 2025, an estimated $7.8K.
  • Atala Financial first reported a position in Cadence Bank in Q4 2024 and held it in 2 quarters.
  • Atala Financial's Cadence Bank position peaked at $8.85K in Q4 2024.
  • 360 funds tracked by Wall St. Rank held Cadence Bank as of Q2 2025.

Based on Atala Financial's 13F filing for Q2 2025, filed 7 Aug 2025.