Baird Financial Group
CADE

Baird Financial Group’s Cadence Bank CADE Stock Holding History

Baird Financial Group’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
-172,211
Closed -$7.38M – 1841
2025
Q4 		$7.38M Sell
172,211
-228
-0.1% -$9.03K 0.01% 630
2025
Q3 		$6.47M Sell
172,439
-965
-0.6% -$34.8K 0.01% 661
2025
Q2 		$5.55M Sell
173,404
-6,145
-3% -$184K 0.01% 686
2025
Q1 		$5.45M Sell
179,549
-7,830
-4% -$259K 0.01% 658
2024
Q4 		$6.46M Sell
187,379
-813
-0.4% -$28.6K 0.01% 606
2024
Q3 		$5.99M Sell
188,192
-3,414
-2% -$106K 0.01% 623
2024
Q2 		$5.42M Buy
191,606
+62,480
+48% +$1.76M 0.01% 643
2024
Q1 		$3.74M Sell
129,126
-5,655
-4% -$157K 0.01% 755
2023
Q4 		$3.99M Buy
134,781
+82,281
+157% +$2.01M 0.01% 730
2023
Q3 		$1.11M Sell
52,500
-5,701
-10% -$129K ﹤0.01% 1080
2023
Q2 		$1.14M Sell
58,201
-78
-0.1% -$1.54K ﹤0.01% 1078
2023
Q1 		$1.21M Sell
58,279
-3,909
-6% -$97.2K ﹤0.01% 1040
2022
Q4 		$1.53M Buy
62,188
+216
+0.3% +$5.8K ﹤0.01% 952
2022
Q3 		$1.57M Buy
61,972
+9,973
+19% +$256K ﹤0.01% 920
2022
Q2 		$1.22M Sell
51,999
-7,685
-13% -$198K ﹤0.01% 1008
2022
Q1 		$1.75M Sell
59,684
-4,715
-7% -$147K ﹤0.01% 956
2021
Q4 		$1.92M Hold
64,399
– – ﹤0.01% 959
2021
Q3 		$1.92M Buy
64,399
+9,999
+18% +$279K ﹤0.01% 965
2021
Q2 		$1.54M Sell
54,400
-1,000
-2% -$30.3K ﹤0.01% 1019
2021
Q1 		$1.8M Hold
55,400
– – 0.01% 926
2020
Q4 		$1.52M Hold
55,400
– – ﹤0.01% 886
2020
Q3 		$1.07M Hold
55,400
– – ﹤0.01% 924
2020
Q2 		$1.26M Hold
55,400
– – ﹤0.01% 868
2020
Q1 		$1.05M Hold
55,400
– – ﹤0.01% 875
2019
Q4 		$1.74M Hold
55,400
– – 0.01% 814
2019
Q3 		$1.64M Sell
55,400
-1
-0% -$29 0.01% 833
2019
Q2 		$1.61M Hold
55,401
– – 0.01% 841
2019
Q1 		$1.56M Sell
55,401
-393
-0.7% -$11.7K 0.01% 734
2018
Q4 		$1.46M Hold
55,794
– – 0.01% 708
2018
Q3 		$1.82M Buy
55,794
+1
+0% +$34 0.01% 696
2018
Q2 		$1.84M Sell
55,793
-19,244
-26% -$644K 0.01% 681
2018
Q1 		$2.39M Hold
75,037
– – 0.02% 597
2017
Q4 		$2.36M Sell
75,037
-1
-0% -$32 0.02% 582
2017
Q3 		$2.4M Buy
75,038
+35,864
+92% +$1.07M 0.02% 575
2017
Q2 		$1.2M Sell
39,174
-5,000
-11% -$150K 0.01% 745
2017
Q1 		$1.34M Sell
44,174
-5,000
-10% -$153K 0.01% 700
2016
Q4 		$1.53M Sell
49,174
-10,000
-17% -$268K 0.01% 633
2016
Q3 		$1.37M Sell
59,174
-22,500
-28% -$535K 0.01% 666
2016
Q2 		$1.95M Buy
+81,674
New +$1.84M 0.02% 557

Other funds holding CADE

EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Baird Financial Group's CADE Position: Q1 2026 in Review

Baird Financial Group sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 172,211 shares — an estimated $7.38M sold.

Baird Financial Group first reported a position in CADE in Q2 2016 and held it in 39 quarters. The position peaked at $7.38M in Q4 2025. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

  • Baird Financial Group reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
  • Baird Financial Group sold 172,211 Cadence Bank shares in Q1 2026, an estimated $7.38M.
  • Baird Financial Group first reported a position in Cadence Bank in Q2 2016 and held it in 39 quarters.
  • Baird Financial Group's Cadence Bank position peaked at $7.38M in Q4 2025.
  • 2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.