Bare Financial Services’s Cadence Bank CADE Stock Holding History

Bare Financial Services’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	-21	Closed	-$900	–	1754
2025 Q4	$900	Hold	21	–	–	﹤0.01%	1173
2025 Q3	$788	Hold	21	–	–	﹤0.01%	1086
2025 Q2	$672	Hold	21	–	–	﹤0.01%	1037
2025 Q1	$638	Buy	+21	New	+$696	﹤0.01%	677

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

Bare Financial Services's CADE Position: Q1 2026 in Review

Bare Financial Services sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 21 shares — an estimated $900 sold.

Bare Financial Services first reported a position in CADE in Q1 2025 and held it in 4 quarters. The position peaked at $900 in Q4 2025. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

Bare Financial Services reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
Bare Financial Services sold 21 Cadence Bank shares in Q1 2026, an estimated $900.
Bare Financial Services first reported a position in Cadence Bank in Q1 2025 and held it in 4 quarters.
Bare Financial Services's Cadence Bank position peaked at $900 in Q4 2025.
2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

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