Atria Investments’s Cadence Bank CADE Stock Holding History

Atria Investments’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	-5,013	Closed	-$215K	–	2051
2025 Q4	$215K	Sell	5,013 -1,511	-23%	-$59.9K	﹤0.01%	1933
2025 Q3	$245K	Buy	+6,524	New	+$235K	﹤0.01%	1837

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

Atria Investments's CADE Position: Q1 2026 in Review

Atria Investments sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 5,013 shares — an estimated $215K sold.

Atria Investments first reported a position in CADE in Q3 2025 and held it in 2 quarters. The position peaked at $245K in Q3 2025. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

Atria Investments reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
Atria Investments sold 5,013 Cadence Bank shares in Q1 2026, an estimated $215K.
Atria Investments first reported a position in Cadence Bank in Q3 2025 and held it in 2 quarters.
Atria Investments's Cadence Bank position peaked at $245K in Q3 2025.
2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.