BankPlus Trust Department’s Cadence Bank CADE Stock Holding History

BankPlus Trust Department’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	-142	Closed	-$6.08K	–	469
2025 Q4	$6.08K	Sell	142 -358	-72%	-$14.2K	﹤0.01%	393
2025 Q3	$18.8K	Hold	500	–	–	0.01%	323
2025 Q2	$16K	Hold	500	–	–	﹤0.01%	322
2025 Q1	$15.2K	Hold	500	–	–	0.01%	329
2024 Q4	$17.2K	Buy	+500	New	+$17.6K	0.01%	303

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

BankPlus Trust Department's CADE Position: Q1 2026 in Review

BankPlus Trust Department sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 142 shares — an estimated $6.08K sold.

BankPlus Trust Department first reported a position in CADE in Q4 2024 and held it in 5 quarters. The position peaked at $18.8K in Q3 2025. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

BankPlus Trust Department reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
BankPlus Trust Department sold 142 Cadence Bank shares in Q1 2026, an estimated $6.08K.
BankPlus Trust Department first reported a position in Cadence Bank in Q4 2024 and held it in 5 quarters.
BankPlus Trust Department's Cadence Bank position peaked at $18.8K in Q3 2025.
2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on BankPlus Trust Department's 13F filing for Q1 2026, filed 11 May 2026.