Avion Wealth’s Cadence Bank CADE Stock Holding History

Avion Wealth’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	-102	Closed	-$4K	–	1274
2025 Q4	$4K	Hold	102	–	–	﹤0.01%	690
2025 Q3	$3K	Sell	102 -2	-2%	-$72	﹤0.01%	727
2025 Q2	$3K	Buy	+104	New	+$3.12K	﹤0.01%	705

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

Avion Wealth's CADE Position: Q1 2026 in Review

Avion Wealth sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 102 shares — an estimated $4K sold.

Avion Wealth first reported a position in CADE in Q2 2025 and held it in 3 quarters. The position peaked at $4K in Q4 2025. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

Avion Wealth reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
Avion Wealth sold 102 Cadence Bank shares in Q1 2026, an estimated $4K.
Avion Wealth first reported a position in Cadence Bank in Q2 2025 and held it in 3 quarters.
Avion Wealth's Cadence Bank position peaked at $4K in Q4 2025.
2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.