Axa’s Cadence Bank CADE Stock Holding History

Axa’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 Q3	–	Sell	-28,911	Closed	-$925K	–	233
2025 Q2	$925K	Buy	+28,911	New	+$866K	﹤0.01%	906
2022 Q4	–	Sell	-35,100	Closed	-$892K	–	1146
2022 Q3	$892K	Sell	35,100 -2,600	-7%	-$66.8K	﹤0.01%	881
2022 Q2	$885K	Sell	37,700 -10,800	-22%	-$278K	﹤0.01%	893
2022 Q1	$1.42M	Sell	48,500 -100	-0.2%	-$3.12K	﹤0.01%	891
2021 Q4	$1.45M	Buy	+48,600	New	+$1.47M	﹤0.01%	900

Other funds holding CADE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

NRCM

North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Axa's CADE Position: Q3 2025 in Review

Axa sold out of Cadence Bank (CADE) in Q3 2025, closing a stake of 28,911 shares — an estimated $925K sold.

Axa first reported a position in CADE in Q4 2021 and held it in 5 quarters. The position peaked at $1.45M in Q4 2021. 399 funds tracked by Wall St. Rank hold CADE as of Q3 2025.

Axa reported no remaining Cadence Bank position as of Q3 2025 after selling out during the quarter.
Axa sold 28,911 Cadence Bank shares in Q3 2025, an estimated $925K.
Axa first reported a position in Cadence Bank in Q4 2021 and held it in 5 quarters.
Axa's Cadence Bank position peaked at $1.45M in Q4 2021.
399 funds tracked by Wall St. Rank held Cadence Bank as of Q3 2025.

Based on Axa's 13F filing for Q3 2025, filed 14 Nov 2025.