Bailard’s Cadence Bank CADE Stock Holding History

Bailard’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	-5,350	Closed	-$229K	–	754
2025 Q4	$229K	Sell	5,350 -7,491	-58%	-$297K	0.01%	672
2025 Q3	$482K	Buy	12,841 +4,600	+56%	+$166K	0.01%	504
2025 Q2	$264K	Sell	8,241 -1,500	-15%	-$45K	0.01%	644
2025 Q1	$296K	Hold	9,741	–	–	0.01%	577
2024 Q4	$336K	Buy	9,741 +3,100	+47%	+$109K	0.01%	536
2024 Q3	$212K	Buy	+6,641	New	+$206K	0.01%	702
2023 Q2	–	Sell	-13,600	Closed	-$282K	–	696
2023 Q1	$282K	Buy	+13,600	New	+$338K	0.01%	518

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

Bailard's CADE Position: Q1 2026 in Review

Bailard sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 5,350 shares — an estimated $229K sold.

Bailard first reported a position in CADE in Q1 2023 and held it in 7 quarters. The position peaked at $482K in Q3 2025. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

Bailard reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
Bailard sold 5,350 Cadence Bank shares in Q1 2026, an estimated $229K.
Bailard first reported a position in Cadence Bank in Q1 2023 and held it in 7 quarters.
Bailard's Cadence Bank position peaked at $482K in Q3 2025.
2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on Bailard's 13F filing for Q1 2026, filed 11 May 2026.